Dimensional ETF Trust - DFGP

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$1.831B

QoQ value delta ($000)

+$247.6M (+15.63%)

Implied price effect (QoQ)

-2.64%

Total shares

33,861,071

QoQ shares delta

+5,351,050 (+18.77%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Forum Financial Management, LP	338,529	6,260,951	4.4%
MASECO LLP	183,265	3,388,477	7.98%
Symmetry Partners, LLC	133,643	2,471,670	7.91%
von Borstel & Associates, Inc.	75,073	1,388,442	17.6%
Beacon Pointe Advisors, LLC	63,572	1,175,744	0.45%
WPWealth LLP	61,007	1,128,300	9.55%
Ruedi Wealth Management, Inc.	49,685	918,918	13.02%
PENOBSCOT WEALTH MANAGEMENT	46,444	858,974	14.36%
Vestmark Advisory Solutions, Inc.	45,497	841,462	0.61%
CURIO WEALTH, LLC	41,305	762,441	14.63%
Integrity Advisory Solutions, LLC	37,663	696,564	5.42%
ENVESTNET ASSET MANAGEMENT INC	35,076	648,726	0.01%
BANK OF AMERICA CORP /DE/	34,279	633,977	0.0%
TCI Wealth Advisors, Inc.	32,653	603,912	1.8%
INTEGRITY ALLIANCE, LLC.	30,613	566,175	1.12%
AE Wealth Management LLC	30,531	564,672	0.18%
MilWealth Group LLC	26,913	497,757	6.41%
DiNuzzo Private Wealth, Inc.	23,601	436,497	2.57%
Straight Path Wealth Management	23,555	435,642	6.35%
Beaird Harris Wealth Management, LLC	23,139	427,954	1.59%
RFG Advisory, LLC	22,657	419,044	0.43%
COMMONWEALTH EQUITY SERVICES, LLC	20,226	374,081	0.03%
United Wealth Management, LLC	20,006	370,008	5.18%
Wealth Advisors Northwest LLC	15,946	294,929	7.07%
Quantum Financial Advisors, LLC	15,746	291,229	1.77%