DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DGCB)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
135
Reporting holders
$833.5M
Reported value
0.0%
Calls
0.0%
Puts
+12
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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | $84.3M | 1,541,232 | 0.79% | 11q | HELD |
| Integrity Advisory Solutions, LLC | $73.4M | 1,342,334 | 7.55% | 4q | +14.4%+$9.2M |
| BANK OF AMERICA CORP /DE/ | $54.1M | 990,203 | 0.00% | 10q | +14.3%+$6.8M |
| INTEGRITY ALLIANCE, LLC. | $49.5M | 905,653 | 1.55% | 6q | +7.5%+$3.4M |
| ENVESTNET ASSET MANAGEMENT INC | $44.8M | 819,826 | 0.01% | 11q | +24.8%+$8.9M |
| Three Arch Wealth Management LLC | $31.2M | 571,496 | 4.79% | 3q | +2.1%+$652.4K |
| Tencap Wealth Coaching, LLC | $25.1M | 458,254 | 7.95% | 3q | +4.0%+$974.6K |
| Allworth Financial LP | $21.1M | 386,625 | 0.09% | 4q | +40.4%+$6.1M |
| Wealth Advisors Northwest LLC | $20.9M | 382,291 | 7.13% | 7q | +36.1%+$5.5M |
| OneDigital Investment Advisors LLC | $19.2M | 351,603 | 0.16% | 10q | +13.9%+$2.3M |
| DiNuzzo Private Wealth, Inc. | $17.6M | 322,435 | 1.74% | 11q | -0.9%-$162.8K |
| AA Financial Advisors, LLC | $17.6M | 321,150 | 2.11% | 2q | +1.5%+$262.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $17.3M | 316,126 | 0.00% | 2q | HELD |
| DRAVO BAY LLC | $16.9M | 309,509 | 5.86% | 8q | +15.8%+$2.3M |
| GOLDMAN SACHS GROUP INC | $16.8M | 306,515 | 0.00% | 2q | +1335.8%+$15.6M |
| RFG Advisory, LLC | $15.6M | 285,441 | 0.24% | 10q | +4.9%+$735.2K |
| Mattern Wealth Management LLC | $15.0M | 275,196 | 2.47% | 10q | +3.4%+$491.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $12.7M | 232,728 | 0.02% | 11q | +4.7%+$575.1K |
| IMA Advisory Services, Inc. | $11.0M | 201,876 | 0.69% | new | NEW |
| NewEdge Advisors, LLC | $10.9M | 199,814 | 0.03% | 11q | +6.3%+$646.9K |
| PARK AVENUE SECURITIES LLC | $10.4M | 189,811 | 0.06% | 2q | +90.7%+$4.9M |
| Baird Financial Group, Inc. | $10.3M | 188,195 | 0.01% | new | NEW |
| Betterment LLC | $9.6M | 175,871 | 0.02% | 10q | HELD |
| Integrated Wealth Concepts LLC | $9.6M | 175,340 | 0.06% | 4q | +3.7%+$340.7K |
| Outbound Financial Inc | $9.6M | 174,986 | 6.20% | 5q | +8.2%+$724.1K |
| E-Wealth Partners, LLC | $9.6M | 174,700 | 6.90% | 3q | +10.7%+$919.8K |
| Apella Capital, LLC | $8.9M | 164,065 | 0.13% | 2q | +1570.9%+$8.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $8.1M | 148,321 | 0.40% | 8q | +5.2%+$399.1K |
| SageOak Financial, LLC | $7.6M | 139,121 | 4.95% | 7q | +6.0%+$429.4K |
| APS Management Group, Inc. | $7.6M | 139,112 | 5.85% | 4q | +4.7%+$342.0K |
| Dynamic Advisor Solutions LLC | $7.5M | 137,493 | 0.21% | 3q | HELD |
| BEACON HILL WEALTH MANAGEMENT LTD. | $6.9M | 126,290 | 4.78% | new | FIRST |
| Kestra Advisory Services, LLC | $6.6M | 120,053 | 0.02% | 10q | +1.7%+$107.7K |
| CITIGROUP INC | $6.3M | 116,007 | 0.00% | 8q | +77.0%+$2.8M |
| Optimus Capital Advisors, LLC | $6.1M | 111,763 | 3.28% | 3q | +4.8%+$278.9K |
| Vantage Point Financial LLC | $5.7M | 104,528 | 1.74% | 7q | +3.7%+$201.3K |
| CSP Financial Group, LLC | $5.6M | 102,127 | 4.76% | 2q | +6.8%+$357.3K |
| Cambridge Investment Research Advisors, Inc. | $5.0M | 91,892 | 0.01% | 7q | +99.0%+$2.5M |
| WELLS FARGO & COMPANY/MN | $4.9M | 89,737 | 0.00% | 5q | +22334.2%+$4.9M |
| Farther Finance Advisors, LLC | $4.8M | 87,069 | 0.04% | 10q | -5.3%-$268.2K |
| Orion Porfolio Solutions, LLC | $4.5M | 83,013 | 0.03% | 11q | +5.0%+$215.5K |
| Index Fund Advisors, Inc. | $4.4M | 80,308 | 0.17% | 4q | +30.6%+$1.0M |
| TRUIST FINANCIAL CORP | $4.3M | 77,808 | 0.01% | 11q | +14.1%+$525.7K |
| Venture Visionary Partners LLC | $3.7M | 68,096 | 0.10% | new | NEW |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $3.6M | 66,714 | 1.98% | 8q | +23.9%+$704.6K |
| Beacon Pointe Advisors, LLC | $3.4M | 62,731 | 0.02% | 4q | +384.9%+$2.7M |
| Parkwoods Wealth Partners, LLC | $3.4M | 61,927 | 0.54% | new | NEW |
| Foundations Investment Advisors, LLC | $3.3M | 61,067 | 0.03% | 4q | +11.2%+$335.3K |
| OSAIC HOLDINGS, INC. | $3.2M | 59,188 | 0.00% | 9q | +22.1%+$586.1K |
| Mission Hills Financial Advisory, LLC | $3.0M | 53,974 | 1.30% | new | NEW |
| LPL Financial LLC | $2.8M | 50,999 | 0.00% | 6q | HELD |
| JPMORGAN CHASE & CO | $2.7M | 49,935 | 0.00% | 9q | +93.4%+$1.3M |
| TCFG Investment Advisors, LLC | $2.7M | 49,914 | 0.92% | 2q | +1.0%+$26.0K |
| Stratos Investment Management, LLC | $2.7M | 49,364 | 0.10% | 5q | +4.9%+$125.3K |
| HEFFERNAN ADVISORY, INC | $2.6M | 48,043 | 2.20% | 3q | +3.0%+$75.8K |
| Cerity Partners LLC | $2.4M | 43,896 | 0.00% | 2q | +2.2%+$52.6K |
| Cogent Private Wealth, Inc. | $2.3M | 42,645 | 1.46% | 3q | -45.6%-$2.0M |
| Sowell Financial Services LLC | $2.3M | 42,038 | 0.08% | 8q | +5.6%+$121.7K |
| GREAT VALLEY ADVISOR GROUP, INC. | $2.2M | 40,712 | 0.04% | 6q | +16.3%+$311.3K |
| Meredith Wealth Planning | $2.2M | 39,405 | 0.51% | 8q | -8.0%-$188.4K |
| GeoWealth Management, LLC | $2.1M | 37,878 | 0.07% | 10q | +11.6%+$215.5K |
| Simplicity Wealth,LLC | $2.1M | 37,733 | 0.07% | 4q | +19.5%+$336.1K |
| Two West Capital Advisors LLC | $1.9M | 36,030 | 0.97% | 9q | +17.4%+$288.6K |
| Smartleaf Asset Management LLC | $1.9M | 34,290 | 0.06% | 10q | HELD |
| EverSource Wealth Advisors, LLC | $1.9M | 34,255 | 0.06% | 10q | -1.3%-$24.2K |
| PFG Advisors | $1.8M | 33,351 | 0.09% | 3q | +7.8%+$132.7K |
| Triad Wealth Partners, LLC | $1.7M | 31,688 | 0.10% | 4q | +162.4%+$1.0M |
| Savvy Advisors, Inc. | $1.5M | 27,411 | 0.03% | 9q | +106.8%+$774.0K |
| Xcelsior Advisor Partners LLC | $1.4M | 25,908 | 0.19% | 3q | +2.6%+$36.0K |
| CYPRESS FINANCIAL PLANNING LLC | $1.4M | 25,315 | 0.34% | 3q | +2.2%+$30.3K |
| Porter White Investment Advisors, Inc. | $1.4M | 25,120 | 0.53% | 6q | +3.4%+$45.4K |
| CreativeOne Wealth, LLC | $1.3M | 23,266 | 0.03% | 11q | +4.3%+$52.3K |
| BESSEMER GROUP INC | $1.2M | 21,982 | 0.00% | new | NEW |
| Selective Wealth Management, Inc. | $1.1M | 19,906 | 0.28% | 4q | +76.4%+$467.1K |
| Werba Rubin Papier Wealth Management | $958.2K | 17,527 | 0.12% | 4q | +1.4%+$13.0K |
| Composition Wealth, LLC | $875.7K | 16,018 | 0.01% | new | NEW |
| Diversify Advisory Services, LLC | $855.3K | 16,028 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $855.3K | 16,028 | 0.01% | 2q | +2.5%+$20.9K |
| Sterling Wealth Management, Inc. | $831.6K | 15,212 | 0.21% | 2q | HELD |
| Quadrature Capital Ltd | $816.6K | 14,937 | 0.01% | new | NEW |
| FIRETHORN WEALTH PARTNERS, LLC | $780.8K | 14,283 | 0.25% | 11q | HELD |
| Foundry Financial LLC | $769.1K | 14,068 | 0.26% | 3q | +30.3%+$179.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $733.7K | 13,420 | 0.01% | new | NEW |
| MASTER'S WEALTH MANAGEMENT INC. | $715.3K | 13,084 | 0.22% | 7q | -19.5%-$173.7K |
| Altman Advisors, Inc. | $689.3K | 12,608 | 0.25% | new | NEW |
| SEI INVESTMENTS CO | $678.3K | 12,408 | 0.00% | 5q | +10.4%+$63.8K |
| Ashton Thomas Private Wealth, LLC | $622.7K | 11,391 | 0.01% | 6q | +1.9%+$11.4K |
| IHT Wealth Management, LLC | $614.6K | 11,242 | 0.01% | 2q | +128.6%+$345.8K |
| Aspire Private Capital, LLC | $600.0K | 10,975 | 0.12% | 11q | +2.6%+$15.2K |
| Ponta Wealth Partners, LLC | $589.4K | 10,781 | 0.32% | new | NEW |
| CHOREO, LLC | $532.1K | 9,733 | 0.01% | 2q | +0.8%+$4.2K |
| Nalls Sherbakoff Group, LLC | $516.4K | 9,446 | 0.37% | 5q | HELD |
| Hershey Financial Advisers, LLC | $514.1K | 9,403 | 0.37% | 5q | -4.5%-$24.3K |
| Kane Co Wealth Management, Inc. | $498.9K | 9,125 | 0.38% | 3q | +25.0%+$99.8K |
| Acorn Wealth Advisors, LLC | $497.4K | 9,098 | 0.12% | new | NEW |
| AE Wealth Management LLC | $491.7K | 8,994 | 0.00% | 5q | +3.8%+$18.2K |
| SILVER OAK SECURITIES, INCORPORATED | $488.8K | 8,941 | 0.03% | 9q | +5.1%+$23.7K |
| Geneos Wealth Management Inc. | $466.4K | 8,532 | 0.01% | 7q | +18.1%+$71.5K |
| MML INVESTORS SERVICES, LLC | $393.5K | 7,198 | 0.00% | 4q | -29.2%-$162.3K |
| Strategic Investment Solutions, Inc. /IL | $389.3K | 7,124 | 0.09% | 10q | -3.4%-$13.7K |
Showing the largest 100 of 135 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 | 55 | $326.9M | 6,296,207 | 3 | 36 | 10 | 0.0% |
| Q2 2026 | 135 | $833.5M | 15,249,098 | 20 | 80 | 16 | 0.0% |
| Q1 2026 | 123 | $693.4M | 12,808,011 | 21 | 71 | 16 | 0.0% |
| Q4 2025 | 111 | $604.3M | 11,140,754 | 12 | 54 | 23 | 0.0% |
| Q3 2025 | 96 | $530.4M | 9,569,123 | 21 | 44 | 15 | 0.0% |
| Q2 2025 | 79 | $442.9M | 8,164,576 | 13 | 37 | 18 | 0.0% |
| Q1 2025 | 71 | $342.1M | 6,434,956 | 15 | 36 | 14 | 0.0% |
| Q4 2024 | 63 | $301.8M | 5,736,495 | 7 | 39 | 7 | 0.0% |
| Q3 2024 | 52 | $274.9M | 5,013,427 | 12 | 26 | 10 | 0.0% |
| Q2 2024 | 40 | $182.4M | 3,461,802 | 8 | 22 | 8 | 0.0% |
| Q1 2024 | 30 | $153.9M | 2,906,897 | 16 | 10 | 4 | 0.0% |
| Q4 2023 | 19 | $88.4M | 1,667,434 | 18 | 0 | 0 | 0.0% |