DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DFGR)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
342
Reporting holders
$3.1B
Reported value
0.0%
Calls
0.0%
Puts
+23
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Forum Financial Management, LP | $521.5M | 17,999,719 | 6.70% | 15q | +2.7%+$13.8M |
| Savant Capital, LLC | $444.6M | 15,348,111 | 1.31% | 14q | +20.4%+$75.3M |
| JMG Financial Group, Ltd. | $194.4M | 6,710,457 | 4.70% | 14q | +5.8%+$10.6M |
| Focus Partners Wealth | $114.7M | 3,958,658 | 0.12% | 8q | -2.8%-$3.4M |
| BRIGHTON JONES LLC | $87.8M | 3,030,424 | 1.63% | 15q | +8.3%+$6.7M |
| TCI Wealth Advisors, Inc. | $81.3M | 2,805,784 | 3.52% | 15q | +0.8%+$611.3K |
| Wealthspire Advisors, LLC | $80.5M | 2,777,041 | 0.44% | 8q | +0.8%+$631.1K |
| LifeGuide Financial Advisors, LLC | $75.1M | 2,593,868 | 21.40% | 6q | +3.4%+$2.4M |
| Focus Partners Advisor Solutions, LLC | $62.8M | 2,168,246 | 0.53% | 13q | +22.0%+$11.3M |
| DiNuzzo Private Wealth, Inc. | $53.4M | 1,844,046 | 5.28% | 11q | HELD |
| MASECO LLP | $46.6M | 1,609,286 | 1.31% | 5q | +3.4%+$1.5M |
| LPL Financial LLC | $37.7M | 1,299,964 | 0.01% | 12q | +6.7%+$2.4M |
| Rather & Kittrell, Inc. | $34.6M | 1,193,486 | 4.83% | 11q | +7.5%+$2.4M |
| Rockwood Wealth Management, LLC | $33.4M | 1,152,153 | 2.11% | 7q | +14.5%+$4.2M |
| Summit Financial Strategies, Inc. | $32.4M | 1,116,692 | 2.27% | 11q | +5.1%+$1.6M |
| Creative Capital Management Investments LLC | $30.3M | 1,047,552 | 7.00% | 14q | +16.6%+$4.3M |
| Financial Plan, Inc. | $29.1M | 1,006,202 | 2.77% | 3q | +8.5%+$2.3M |
| Great Waters Wealth Management | $27.6M | 951,736 | 2.55% | 12q | +7.1%+$1.8M |
| WPWealth LLP | $26.9M | 927,899 | 3.99% | 14q | -3.7%-$1.0M |
| Guardian Wealth Management, LLC | $26.4M | 912,517 | 7.41% | 3q | +0.8%+$208.5K |
| Wescott Financial Advisory Group, LLC | $26.0M | 898,892 | 2.02% | 14q | -1.0%-$268.6K |
| Verisail Partners, LLC | $25.2M | 870,403 | 9.35% | 7q | +0.9%+$234.6K |
| Willow Creek Wealth Management Inc. | $24.1M | 832,402 | 1.59% | 12q | +30.3%+$5.6M |
| OneDigital Investment Advisors LLC | $24.0M | 827,005 | 0.20% | 11q | +0.8%+$198.6K |
| Index Fund Advisors, Inc. | $23.7M | 819,333 | 0.94% | 15q | -7.1%-$1.8M |
| RS CRUM INC. | $19.5M | 674,314 | 3.66% | 15q | +1.4%+$260.4K |
| Beacon Pointe Advisors, LLC | $19.3M | 665,263 | 0.09% | 14q | -18.3%-$4.3M |
| Wealth Management Nebraska | $19.1M | 659,883 | 1.71% | 7q | +6.3%+$1.1M |
| Quantum Financial Advisors, LLC | $18.9M | 653,829 | 1.87% | 14q | +1.2%+$226.0K |
| Integris Wealth Management, LLC | $18.7M | 646,737 | 3.78% | 12q | +6.0%+$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | $18.3M | 631,263 | 0.00% | 15q | +87.5%+$8.5M |
| Private Wealth Management Group, LLC | $17.9M | 618,649 | 4.16% | 11q | +1.7%+$303.7K |
| Level Financial Advisors | $17.9M | 618,117 | 4.00% | 14q | +6.2%+$1.0M |
| Evanson Financial, LLC | $16.6M | 574,362 | 0.81% | new | FIRST |
| Aspen Capital Management, LLC | $16.0M | 553,939 | 3.54% | 6q | +1.3%+$211.6K |
| Planning Center, Inc. | $16.0M | 551,990 | 1.51% | 13q | +0.9%+$141.5K |
| AWM CAPITAL, LLC | $15.1M | 519,832 | 1.21% | 8q | +56.1%+$5.4M |
| Syverson Strege & Co | $13.9M | 478,322 | 3.02% | 11q | HELD |
| HARBOUR INVESTMENTS, INC. | $13.6M | 470,460 | 0.18% | 4q | +8.2%+$1.0M |
| Geometric Wealth Advisors | $13.5M | 465,667 | 1.46% | 14q | +4.7%+$606.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $13.3M | 455,872 | 0.02% | 12q | +93.5%+$6.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $13.2M | 457,141 | 0.02% | 15q | +4.1%+$524.3K |
| McLean Asset Management Corp | $12.8M | 430,559 | 1.70% | 4q | +61.1%+$4.9M |
| Allworth Financial LP | $12.4M | 428,449 | 0.05% | 11q | +26.5%+$2.6M |
| FLOW TRADERS U.S. LLC | $11.8M | 405,981 | 0.48% | new | NEW |
| American Investment Services, Inc. | $11.2M | 386,559 | 2.37% | 13q | +7.8%+$809.6K |
| SJS Investment Consulting Inc. | $11.0M | 378,778 | 1.19% | 13q | +14.9%+$1.4M |
| Sprinkle Financial Consultants LLC | $11.0M | 378,545 | 4.30% | 11q | +0.8%+$92.2K |
| XY Planning Network, Inc. | $10.8M | 374,316 | 1.36% | 7q | +8.1%+$814.5K |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | $10.7M | 370,107 | 5.46% | 7q | +2.9%+$301.9K |
| Vestmark Advisory Solutions, Inc. | $10.6M | 366,862 | 0.10% | 14q | -10.9%-$1.3M |
| GREAT LAKES ADVISORS, LLC | $10.3M | 355,274 | 0.08% | 5q | +29.3%+$2.3M |
| Elser Financial Planning, Inc | $10.2M | 353,220 | 0.44% | 2q | -3.0%-$321.6K |
| REAP Financial Group, LLC | $10.2M | 353,217 | 1.75% | 11q | +12.5%+$1.1M |
| Apella Capital, LLC | $10.1M | 342,804 | 0.14% | 11q | +3.8%+$371.1K |
| First Command Advisory Services, Inc. | $9.3M | 320,787 | 0.06% | 3q | +379.5%+$7.4M |
| Burk Holdings LLC | $8.3M | 287,421 | 3.08% | 7q | +13.0%+$957.7K |
| Wealth Architects, LLC | $8.2M | 284,328 | 0.65% | 13q | +5.5%+$432.0K |
| RFG Advisory, LLC | $8.1M | 279,726 | 0.13% | 15q | +2.3%+$181.4K |
| CogentBlue Wealth Advisors, LLC | $7.5M | 258,053 | 4.28% | 4q | +5.3%+$376.4K |
| GeoWealth Management, LLC | $7.4M | 256,697 | 0.23% | 9q | -2.6%-$202.0K |
| Tilson Financial Group, Inc. | $7.4M | 256,643 | 2.04% | 13q | +5.1%+$360.6K |
| Sterling Financial Planning, Inc. | $7.2M | 247,263 | 1.95% | 14q | +5.1%+$347.8K |
| Peirce Capital Management, LLC | $7.1M | 244,292 | 2.59% | 11q | -3.5%-$252.9K |
| Arax Advisory Partners | $7.0M | 242,418 | 0.05% | 3q | -5.6%-$419.5K |
| Parkwoods Wealth Partners, LLC | $6.9M | 237,237 | 1.10% | 4q | +22.1%+$1.2M |
| AdvisorNet Financial, Inc | $6.5M | 224,553 | 0.30% | 14q | +4.2%+$264.5K |
| Forum Private Client Group LLC | $6.4M | 221,089 | 1.91% | 11q | +4.6%+$282.2K |
| Henrickson Nauta Wealth Advisors, Inc. | $6.0M | 208,828 | 1.47% | 11q | -2.4%-$150.0K |
| Greenspring Advisors, LLC | $6.0M | 208,803 | 0.34% | 8q | +2.3%+$134.3K |
| New Dimensions Wealth Management, LLC | $5.9M | 203,933 | 4.46% | 6q | +3.1%+$176.6K |
| Platform Wealth Management, LLC | $5.8M | 201,799 | 2.14% | 2q | +4.3%+$239.9K |
| Vawter Financial, Ltd. | $5.8M | 200,438 | 2.19% | 14q | +4.2%+$234.7K |
| Ruedi Wealth Management, Inc. | $5.8M | 199,828 | 1.36% | 15q | +4.6%+$256.7K |
| Corient Private Wealth LP | $5.8M | 199,437 | 0.01% | 15q | -65.8%-$11.1M |
| OSAIC HOLDINGS, INC. | $5.8M | 199,311 | 0.01% | 15q | +35.6%+$1.5M |
| HFM Investment Advisors, LLC | $5.8M | 199,061 | 2.02% | 6q | -3.1%-$185.6K |
| Integrity Advisory Solutions, LLC | $5.7M | 196,241 | 0.59% | 4q | +9.7%+$503.7K |
| Parkshore Wealth Management, Inc. | $5.6M | 195,023 | 1.62% | 7q | -7.6%-$462.3K |
| Shotwell Rutter Baer Inc | $5.6M | 194,264 | 3.09% | 11q | HELD |
| New Capital Management LP | $5.6M | 192,558 | 1.27% | 14q | +1.0%+$55.7K |
| JDH Wealth Management, LLC | $5.5M | 190,149 | 3.35% | 7q | +7.6%+$389.2K |
| Clarity Wealth Development LLC | $5.5M | 189,408 | 3.05% | 7q | +6.3%+$323.1K |
| Cherry Tree Wealth Management, LLC | $5.4M | 185,748 | 1.01% | 13q | +18.0%+$819.9K |
| VESTIA PERSONAL WEALTH ADVISORS | $5.3M | 182,356 | 2.06% | 9q | +22.2%+$959.5K |
| von Borstel & Associates, Inc. | $5.3M | 182,309 | 1.08% | 8q | +3.2%+$164.4K |
| AlTi Global, Inc. | $5.2M | 179,651 | 0.11% | 5q | HELD |
| Colorado Capital Management, Inc. | $5.1M | 176,587 | 1.75% | 9q | +6.1%+$293.3K |
| Balanced Rock Investment Advisors LLC | $5.1M | 175,340 | 3.17% | 7q | HELD |
| Spire Wealth Management | $5.0M | 174,100 | 0.15% | 7q | +1.6%+$80.4K |
| LAM GROUP, INC. | $5.0M | 171,240 | 2.46% | 15q | -9.0%-$488.7K |
| Physician Wealth Solutions Inc. | $4.8M | 166,172 | 1.83% | 11q | +19.5%+$786.0K |
| Farther Finance Advisors, LLC | $4.7M | 161,473 | 0.04% | 13q | -1.6%-$75.2K |
| JPMORGAN CHASE & CO | $4.6M | 157,375 | 0.00% | 14q | -2.7%-$127.5K |
| Pathstone Holdings, LLC | $4.6M | 159,112 | 0.01% | 11q | -3.9%-$186.4K |
| EP Wealth Advisors, LLC | $4.6M | 158,716 | 0.02% | 3q | -6.4%-$314.2K |
| SAGE RHINO CAPITAL LLC | $4.6M | 158,646 | 0.74% | 15q | +58.7%+$1.7M |
| COOPER/HAIMS ADVISORS, LLC | $4.5M | 154,325 | 1.92% | 11q | +0.9%+$41.6K |
| Betterment LLC | $4.4M | 151,480 | 0.01% | 11q | +5.0%+$208.1K |
| INTEGRITY ALLIANCE, LLC. | $4.3M | 147,170 | 0.13% | 6q | +0.6%+$23.9K |
Showing the largest 100 of 342 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 145 | $1.3B | 46,889,578 | 6 | 98 | 18 | 0.0% |
| Q2 2026 | 342 | $3.1B | 107,045,677 | 32 | 187 | 68 | 0.0% |
| Q1 2026 | 319 | $2.7B | 100,333,289 | 28 | 191 | 61 | 0.0% |
| Q4 2025 | 316 | $2.5B | 93,048,379 | 21 | 191 | 49 | 0.0% |
| Q3 2025 | 280 | $2.2B | 80,648,252 | 33 | 176 | 48 | 0.0% |
| Q2 2025 | 263 | $2.0B | 76,159,244 | 20 | 153 | 62 | 0.0% |
| Q1 2025 | 250 | $1.9B | 71,388,725 | 21 | 145 | 56 | 0.0% |
| Q4 2024 | 245 | $1.8B | 68,778,863 | 33 | 144 | 28 | 0.0% |
| Q3 2024 | 194 | $1.6B | 56,592,031 | 24 | 103 | 47 | 0.0% |
| Q2 2024 | 181 | $1.3B | 53,247,048 | 22 | 117 | 25 | 0.0% |
| Q1 2024 | 161 | $1.2B | 48,557,975 | 14 | 112 | 21 | 0.0% |
| Q4 2023 | 158 | $1.2B | 44,647,928 | 47 | 76 | 16 | 0.0% |
| Q3 2023 | 103 | $661.5M | 29,529,021 | 17 | 70 | 8 | 0.0% |
| Q2 2023 | 94 | $531.8M | 21,798,505 | 29 | 52 | 6 | 0.0% |
| Q1 2023 | 68 | $267.3M | 10,888,618 | 34 | 28 | 3 | 0.0% |
| Q4 2022 | 37 | $162.1M | 6,621,259 | 29 | 0 | 0 | 0.0% |