DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DFGX)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
183
Reporting holders
$1.3B
Reported value
0.0%
Calls
0.0%
Puts
+17
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 |
|---|---|---|---|---|---|
| Apella Capital, LLC | $120.3M | 2,259,550 | 1.70% | 7q | +6.0%+$6.8M |
| Planning Center, Inc. | $85.5M | 1,595,524 | 8.07% | 9q | +2.8%+$2.3M |
| Ironwood Wealth Management, LLC. | $51.0M | 952,480 | 11.31% | new | NEW |
| Elser Financial Planning, Inc | $41.8M | 779,026 | 1.81% | 3q | +10.1%+$3.8M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $39.6M | 738,963 | 5.63% | 6q | +3.0%+$1.2M |
| United Wealth Management, LLC | $36.2M | 676,064 | 8.15% | 7q | +2.4%+$839.1K |
| Hill Investment Group Partners, LLC | $35.4M | 660,685 | 3.61% | 10q | -2.6%-$956.8K |
| Private Wealth Management Group, LLC | $34.1M | 635,640 | 7.90% | 4q | +2.6%+$875.7K |
| ENVESTNET ASSET MANAGEMENT INC | $31.9M | 594,298 | 0.01% | 11q | +27.7%+$6.9M |
| Guardian Wealth Management, LLC | $26.1M | 486,969 | 7.32% | 3q | +8.6%+$2.1M |
| HighTower Advisors, LLC | $25.1M | 468,562 | 0.02% | 11q | HELD |
| Alpha Financial Advisors, LLC | $25.0M | 467,359 | 6.55% | 11q | -33.2%-$12.5M |
| Verisail Partners, LLC | $24.2M | 450,943 | 8.96% | 7q | +3.7%+$857.0K |
| Mattern Wealth Management LLC | $20.6M | 384,379 | 3.38% | 11q | +4.4%+$862.0K |
| LIBERTY WEALTH MANAGEMENT LLC | $20.3M | 387,348 | 2.54% | 3q | HELD |
| Eaton-Cambridge Inc. | $19.9M | 372,058 | 5.60% | 2q | +14.4%+$2.5M |
| Equita Financial Network, Inc. | $19.6M | 365,866 | 5.44% | 4q | +3.9%+$744.6K |
| Vermillion Wealth Management, Inc. | $19.1M | 357,028 | 4.49% | 7q | +14.5%+$2.4M |
| Kestra Investment Management, LLC | $18.1M | 337,014 | 0.35% | 5q | +30.4%+$4.2M |
| BANK OF AMERICA CORP /DE/ | $17.9M | 334,133 | 0.00% | 10q | +7.6%+$1.3M |
| GeoWealth Management, LLC | $17.0M | 316,735 | 0.53% | 9q | +3.4%+$559.7K |
| Oakwell Private Wealth Management, LLC | $16.6M | 310,477 | 2.76% | 4q | +1.8%+$291.4K |
| JMG Financial Group, Ltd. | $15.5M | 288,905 | 0.37% | 2q | +278.3%+$11.4M |
| Private Advisor Group, LLC | $15.4M | 287,453 | 0.07% | 8q | -10.8%-$1.9M |
| ASSETMARK, INC | $15.0M | 279,075 | 0.03% | 9q | +5.7%+$811.2K |
| Savant Capital, LLC | $14.7M | 274,405 | 0.04% | 4q | -50.5%-$15.0M |
| IMA Advisory Services, Inc. | $14.6M | 272,457 | 0.91% | new | NEW |
| Vestmark Advisory Solutions, Inc. | $14.5M | 271,081 | 0.14% | 11q | HELD |
| Parkwoods Wealth Partners, LLC | $14.5M | 270,512 | 2.33% | new | NEW |
| Shotwell Rutter Baer Inc | $14.2M | 264,904 | 7.79% | 5q | +0.7%+$104.3K |
| Babb Wealth Advisors LLC | $13.8M | 257,900 | 6.66% | 7q | +8.9%+$1.1M |
| Strathmore Capital Advisors, Inc. | $13.8M | 263,676 | 3.71% | 6q | +22.2%+$2.5M |
| INTEGRITY ALLIANCE, LLC. | $13.6M | 254,386 | 0.43% | 6q | +0.5%+$67.9K |
| Yardley Wealth Management LLC | $13.6M | 252,993 | 6.16% | 8q | +8.6%+$1.1M |
| SageOak Financial, LLC | $13.2M | 246,732 | 8.60% | 7q | +4.1%+$518.0K |
| Johnson Wealth Management, LLC | $13.0M | 243,427 | 5.53% | 4q | +17.2%+$1.9M |
| Integrity Advisory Solutions, LLC | $11.9M | 222,418 | 1.23% | 4q | +18.1%+$1.8M |
| Clarity Wealth Development LLC | $11.8M | 219,887 | 6.54% | new | NEW |
| BEACON HILL WEALTH MANAGEMENT LTD. | $11.1M | 206,600 | 7.67% | new | FIRST |
| OneDigital Investment Advisors LLC | $10.5M | 196,295 | 0.09% | 10q | +5.8%+$574.4K |
| HFM Investment Advisors, LLC | $10.4M | 193,410 | 3.63% | 6q | +1.8%+$183.7K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $10.1M | 188,565 | 0.50% | 8q | +9.5%+$878.3K |
| E6 Portfolios, LLC | $10.0M | 186,105 | 7.97% | 3q | +19.7%+$1.6M |
| Stratos Investment Management, LLC | $9.2M | 170,910 | 0.33% | 5q | +5.3%+$463.2K |
| AA Financial Advisors, LLC | $8.1M | 151,798 | 0.98% | 2q | +2.9%+$229.5K |
| Cambridge Investment Research Advisors, Inc. | $8.0M | 149,120 | 0.01% | 8q | +135.0%+$4.6M |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | $7.8M | 145,346 | 3.97% | 6q | +34.4%+$2.0M |
| PARK AVENUE SECURITIES LLC | $7.0M | 130,926 | 0.04% | 2q | +32.3%+$1.7M |
| Sterling Wealth Management, Inc. | $6.0M | 112,208 | 1.49% | 8q | +1.1%+$63.3K |
| Farther Finance Advisors, LLC | $6.0M | 111,512 | 0.05% | 10q | -6.8%-$433.9K |
| Betterment LLC | $5.8M | 107,366 | 0.01% | 10q | +1.5%+$86.1K |
| DiNuzzo Private Wealth, Inc. | $5.7M | 106,944 | 0.57% | 11q | +1.5%+$86.4K |
| Vantage Point Financial LLC | $5.7M | 105,751 | 1.73% | 7q | +4.5%+$241.9K |
| AlphaStar Capital Management, LLC | $5.6M | 103,844 | 0.35% | 4q | +7.3%+$377.8K |
| Cornerstone Wealth Partners, LLC | $5.5M | 102,092 | 2.54% | 3q | +15.1%+$715.8K |
| Mariner, LLC | $5.4M | 99,867 | 0.01% | 6q | +4.1%+$208.4K |
| HEFFERNAN ADVISORY, INC | $5.2M | 97,067 | 4.35% | 3q | +5.9%+$288.7K |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $4.9M | 92,181 | 2.68% | 8q | +1.8%+$85.3K |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | $4.9M | 91,577 | 2.94% | 5q | HELD |
| RAYMOND JAMES FINANCIAL INC | $4.9M | 90,507 | 0.00% | 3q | +6.2%+$284.7K |
| Optimus Capital Advisors, LLC | $4.7M | 87,479 | 2.52% | 3q | -17.8%-$1.0M |
| Orion Porfolio Solutions, LLC | $4.4M | 82,777 | 0.03% | 11q | +4.6%+$194.8K |
| TRUIST FINANCIAL CORP | $4.3M | 80,881 | 0.01% | 11q | +52.1%+$1.5M |
| Index Fund Advisors, Inc. | $4.3M | 79,477 | 0.17% | 4q | +31.0%+$1.0M |
| Porter White Investment Advisors, Inc. | $4.2M | 78,642 | 1.62% | 10q | +2.3%+$93.0K |
| Schwallier Wealth Management LLC | $4.1M | 76,508 | 2.59% | 2q | +6.2%+$240.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 72,170 | 0.00% | 10q | +7.6%+$274.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.8M | 70,141 | 0.00% | 2q | HELD |
| GOLDMAN SACHS GROUP INC | $3.7M | 69,354 | 0.00% | 2q | +44.9%+$1.2M |
| Note Advisors, LLC | $3.7M | 68,806 | 1.60% | 7q | +12.0%+$395.3K |
| Spectrum Advisors, Inc. | $3.6M | 67,147 | 2.55% | 2q | -2.6%-$96.0K |
| OSAIC HOLDINGS, INC. | $3.5M | 66,142 | 0.00% | 10q | +37.5%+$967.2K |
| TABLEAUX LLC | $3.5M | 64,939 | 1.47% | 7q | +6.4%+$209.9K |
| McCartney Wealth Management LLC | $3.4M | 63,426 | 2.58% | 3q | +10.5%+$322.7K |
| Cogent Private Wealth, Inc. | $3.3M | 61,411 | 2.06% | 3q | -8.6%-$309.7K |
| PW ADVISORS, LLC \ FL | $3.2M | 59,360 | 2.12% | 3q | +4.1%+$125.5K |
| 3 FACTOR INDEXING, LLC | $3.0M | 56,123 | 2.55% | 2q | +14.1%+$371.7K |
| AssuredPartners Investment Advisors, LLC | $3.0M | 55,520 | 0.29% | 7q | +28.5%+$660.2K |
| Simplicity Wealth,LLC | $2.9M | 54,083 | 0.10% | 4q | +15.5%+$388.4K |
| Foundations Investment Advisors, LLC | $2.9M | 53,887 | 0.03% | 4q | +13.4%+$341.7K |
| Sowell Financial Services LLC | $2.9M | 53,213 | 0.09% | 8q | +6.0%+$162.1K |
| Cerity Partners LLC | $2.9M | 53,193 | 0.00% | 2q | +3.1%+$85.4K |
| LPL Financial LLC | $2.8M | 52,959 | 0.00% | 6q | +18.2%+$437.9K |
| Wealth Advisors Northwest LLC | $2.5M | 47,544 | 0.87% | 6q | +26.4%+$532.6K |
| Donalies Financial Planning, LLC | $2.4M | 45,474 | 1.80% | 3q | +8.8%+$197.2K |
| Outbound Financial Inc | $2.4M | 45,373 | 1.57% | 5q | +7.7%+$173.8K |
| EverSource Wealth Advisors, LLC | $2.4M | 45,072 | 0.08% | 10q | +1.4%+$32.7K |
| Vested Financial Planning, LLC | $2.3M | 42,647 | 1.54% | 7q | +1.5%+$34.5K |
| Torren Management, LLC | $2.2M | 41,194 | 1.12% | 3q | -64.8%-$4.1M |
| CITIGROUP INC | $2.2M | 40,826 | 0.00% | 8q | +261.3%+$1.6M |
| Kestra Advisory Services, LLC | $2.2M | 40,808 | 0.01% | 8q | +9.7%+$193.4K |
| Hassell Wealth Management, LLC | $2.1M | 40,202 | 0.65% | 2q | +143.2%+$1.3M |
| Beacon Pointe Advisors, LLC | $2.0M | 37,825 | 0.01% | 4q | -6.5%-$140.6K |
| GREENWOOD CAPITAL ASSOCIATES LLC | $2.0M | 37,170 | 0.20% | 6q | +43.5%+$604.1K |
| Selective Wealth Management, Inc. | $1.8M | 34,159 | 0.48% | 2q | +71.0%+$752.7K |
| Smartleaf Asset Management LLC | $1.7M | 32,137 | 0.06% | 10q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.6M | 30,275 | 0.02% | new | NEW |
| W.H. Cornerstone Investments Inc. | $1.6M | 29,480 | 0.89% | 5q | -37.4%-$945.4K |
| Kane Co Wealth Management, Inc. | $1.4M | 26,290 | 1.07% | 3q | +70.5%+$582.6K |
| Triad Wealth Partners, LLC | $1.1M | 20,368 | 0.06% | 4q | +21.4%+$188.3K |
Showing the largest 100 of 183 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 | 75 | $594.4M | 11,613,947 | 5 | 52 | 12 | 0.0% |
| Q2 2026 | 183 | $1.3B | 23,785,508 | 25 | 117 | 21 | 0.0% |
| Q1 2026 | 166 | $1.1B | 20,913,677 | 24 | 98 | 25 | 0.0% |
| Q4 2025 | 146 | $986.1M | 18,730,546 | 18 | 80 | 21 | 0.0% |
| Q3 2025 | 120 | $826.4M | 15,295,133 | 26 | 65 | 16 | 0.0% |
| Q2 2025 | 101 | $660.7M | 12,381,865 | 15 | 48 | 20 | 0.0% |
| Q1 2025 | 92 | $573.8M | 10,982,671 | 19 | 47 | 14 | 0.0% |
| Q4 2024 | 78 | $470.3M | 8,988,339 | 10 | 43 | 7 | 0.0% |
| Q3 2024 | 60 | $294.9M | 5,475,808 | 17 | 28 | 10 | 0.0% |
| Q2 2024 | 43 | $228.2M | 4,340,108 | 8 | 25 | 5 | 0.0% |
| Q1 2024 | 36 | $124.8M | 2,355,404 | 23 | 9 | 4 | 0.0% |
| Q4 2023 | 15 | $59.5M | 1,129,350 | 13 | 0 | 0 | 0.0% |