Dimensional ETF Trust - DFGX

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$1.247B
QoQ value delta ($000)
-$21.69M (-1.71%)
Implied price effect (QoQ)
-1.59%
Shares
Total shares
23,681,483
QoQ shares delta
-29,465 (-0.12%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (DFGX)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 55 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 131,857 2,570,092 1.67%
Planning Center, Inc. 85,511 1,595,524 8.07%
Ironwood Wealth Management, LLC. 51,047 952,480 11.31%
United Wealth Management, LLC 36,233 676,064 8.15%
Hill Investment Group Partners, LLC 35,409 660,685 3.61%
Private Wealth Management Group, LLC 35,293 690,153 7.94%
ENVESTNET ASSET MANAGEMENT INC 31,851 594,298 0.01%
Guardian Wealth Management, LLC 28,264 552,713 8.0%
HighTower Advisors, LLC 25,112 468,562 0.02%
Alpha Financial Advisors, LLC 25,048 467,359 6.55%
Verisail Partners, LLC 24,073 470,744 8.91%
Mattern Wealth Management LLC 20,600 384,379 3.38%
LIBERTY WEALTH MANAGEMENT LLC 20,324 387,348 2.54%
Equita Financial Network, Inc. 20,077 392,612 5.68%
Eaton-Cambridge Inc. 19,940 372,058 5.6%
Vermillion Wealth Management, Inc. 19,134 357,028 4.49%
Kestra Investment Management, LLC 18,062 337,014 0.35%
BANK OF AMERICA CORP /DE/ 17,907 334,133 0.0%
Elser Financial Planning, Inc 17,537 342,934 0.77%
GeoWealth Management, LLC 16,975 316,735 0.53%
Oakwell Private Wealth Management, LLC 16,639 310,477 2.76%
ASSETMARK, INC 16,503 322,720 0.03%
JMG Financial Group, Ltd. 15,483 288,905 0.37%
Private Advisor Group, LLC 15,405 287,453 0.07%
Clarity Wealth Development LLC 15,132 295,919 8.55%