Dimensional ETF Trust - DFGX

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$1.097B

QoQ value delta ($000)

-$3.588B (-76.59%)

Implied price effect (QoQ)

-79.01%

Total shares

20,892,418

QoQ shares delta

+2,161,890 (+11.54%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 164 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
Apella Capital, LLC	113,174	2,130,939	1.68%
Planning Center, Inc.	81,433	1,552,569	8.25%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	37,619	717,238	5.93%
Elser Financial Planning, Inc	37,180	707,855	1.8%
Alpha Financial Advisors, LLC	36,708	699,862	11.25%
Hill Investment Group Partners, LLC	35,589	678,537	3.93%
United Wealth Management, LLC	34,638	660,407	8.61%
Private Wealth Management Group, LLC	32,482	619,301	8.53%
Savant Capital, LLC	29,055	553,967	0.14%
HighTower Advisors, LLC	24,466	466,474	0.03%
ENVESTNET ASSET MANAGEMENT INC	24,408	465,356	0.01%
Guardian Wealth Management, LLC	23,517	448,370	7.13%
Verisail Partners, LLC	22,813	434,952	9.26%
LIBERTY WEALTH MANAGEMENT LLC	20,324	387,348	2.54%
Mattern Wealth Management LLC	19,317	368,296	3.77%
Equita Financial Network, Inc.	18,461	351,973	5.8%
Eaton-Cambridge Inc.	17,059	325,258	5.34%
Private Advisor Group, LLC	16,903	322,271	0.08%
Vermillion Wealth Management, Inc.	16,347	311,681	6.42%
BANK OF AMERICA CORP /DE/	16,282	310,440	0.0%
GeoWealth Management, LLC	16,065	306,291	0.58%
Oakwell Private Wealth Management, LLC	15,999	305,039	2.86%
Vestmark Advisory Solutions, Inc.	14,218	271,081	0.16%
ASSETMARK, INC	13,843	263,939	0.03%
Shotwell Rutter Baer Inc	13,792	262,958	8.1%