Dimensional ETF Trust - DFGX

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)

$4.674B

QoQ value delta ($000)

+$3.867B (+478.65%)

Implied price effect (QoQ)

+367.08%

Total shares

18,523,161

QoQ shares delta

+3,571,459 (+23.89%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 25 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Cornerstone Wealth Partners, LLC	3,703,111	70,371	2.57%
Apella Capital, LLC	101,881	1,935,630	2.01%
Planning Center, Inc.	77,678	1,475,798	7.93%
Hill Investment Group Partners, LLC	51,280	974,270	6.1%
Savant Capital, LLC	36,543	694,290	0.21%
Alpha Financial Advisors, LLC	34,614	657,637	10.58%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	34,303	651,724	5.33%
Elser Financial Planning, Inc	33,434	635,207	24.18%
United Wealth Management, LLC	33,206	630,878	8.59%
Private Wealth Management Group, LLC	30,764	584,494	8.22%
HighTower Advisors, LLC	23,817	452,509	0.03%
Verisail Partners, LLC	21,947	416,981	9.01%
Guardian Wealth Management, LLC	20,556	390,548	6.52%
LIBERTY WEALTH MANAGEMENT LLC	19,319	367,041	2.49%
Mattern Wealth Management LLC	18,416	349,900	3.55%
Equita Financial Network, Inc.	17,455	331,640	5.26%
ENVESTNET ASSET MANAGEMENT INC	17,375	330,112	0.01%
Private Advisor Group, LLC	15,779	299,794	0.07%
Oakwell Private Wealth Management, LLC	15,421	292,994	2.88%
GeoWealth Management, LLC	14,660	278,535	0.54%
ASSETMARK, INC	14,424	274,055	0.03%
Shotwell Rutter Baer Inc	13,402	253,422	8.05%
INTEGRITY ALLIANCE, LLC.	13,361	253,845	0.49%
Vestmark Advisory Solutions, Inc.	13,202	250,831	0.18%
Vermillion Wealth Management, Inc.	13,001	247,016	5.28%