Dimensional ETF Trust - DGCB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 25 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,538,407 | 83,439 | 1.13% | 1.53% | 1 | +92,337 | 6.39% | Q4 2025 | Feb 06, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 1,010,567 | 54,810 | 7.89% | 7.66% | 2 | +145,062 | 16.76% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 907,206 | 49,205 | 0.0% | 0.0% | 3 | +99,304 | 12.29% | Q4 2025 | Feb 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 785,250 | 42,590 | 1.55% | 1.52% | 4 | +201,801 | 34.59% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 728,191 | 39,495 | 0.01% | 0.01% | 5 | +54,875 | 8.15% | Q4 2025 | Feb 10, 2026 |
| Three Arch Wealth Management LLC | History | New | 550,098 | 29,836 | 5.59% | — | 6 | +550,098 | New | Q4 2025 | Feb 13, 2026 |
| Tencap Wealth Coaching, LLC | History | New | 432,261 | 23,464 | 8.88% | — | 7 | +432,261 | New | Q4 2025 | Feb 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 329,297 | 17,860 | 1.94% | 2.03% | 8 | +1,970 | 0.6% | Q4 2025 | Jan 16, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 271,403 | 14,720 | 0.14% | 0.1% | 9 | +90,636 | 50.14% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Added to | 260,250 | 14,115 | 0.27% | 0.28% | 10 | +12,348 | 4.98% | Q4 2025 | Feb 03, 2026 |
| Mattern Wealth Management LLC | History | Added to | 247,863 | 13,443 | 2.59% | 2.58% | 11 | +14,674 | 6.29% | Q4 2025 | Jan 16, 2026 |
| DRAVO BAY LLC | History | Added to | 241,207 | 13,082 | 5.44% | 5.32% | 12 | +24,009 | 11.05% | Q4 2025 | Jan 27, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 224,460 | 12,174 | 5.4% | 5.22% | 13 | +29,620 | 15.2% | Q4 2025 | Jan 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 210,487 | 11,416 | 0.02% | 0.01% | 14 | +2,293 | 1.1% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 186,497 | 10,115 | 0.04% | 0.06% | 15 | -51,648 | -21.69% | Q4 2025 | Feb 18, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 166,291 | 9,019 | 0.11% | 0.08% | 16 | +6,660 | 4.17% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Added to | 163,974 | 8,894 | 0.02% | 0.02% | 17 | +19,678 | 13.64% | Q4 2025 | Feb 12, 2026 |
| APS Management Group, Inc. | History | Added to | 130,026 | 7,052 | 6.04% | 5.93% | 18 | +9,216 | 7.63% | Q4 2025 | Jan 28, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 128,861 | 6,989 | 0.42% | 0.48% | 19 | -19,274 | -13.01% | Q4 2025 | Jan 20, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 126,889 | 6,882 | 0.22% | — | 20 | +126,889 | New | Q4 2025 | Jan 09, 2026 |
| SageOak Financial, LLC | History | Added to | 124,996 | 6,779 | 4.91% | 4.9% | 21 | +4,903 | 4.08% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 124,966 | 6,777 | 0.03% | — | 22 | +124,966 | New | Q4 2025 | Feb 05, 2026 |
| Kestra Investment Management, LLC | History | Added to | 112,523 | 6,102 | 0.15% | 0.12% | 23 | +30,447 | 37.1% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 110,074 | 5,970 | 0.02% | 0.03% | 24 | -95 | -0.09% | Q4 2025 | Feb 13, 2026 |
| Vantage Point Financial LLC | History | Added to | 95,749 | 5,193 | 1.86% | 1.94% | 25 | +5,547 | 6.15% | Q4 2025 | Feb 02, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 73,016 | 3,960 | 0.03% | 0.03% | 26 | +7,596 | 11.61% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 62,485 | 3,389 | 0.0% | 0.0% | 27 | -1,151 | -1.81% | Q4 2025 | Feb 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 52,624 | 2,854 | 0.01% | — | 28 | +52,624 | New | Q4 2025 | Feb 05, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Reduced | 50,585 | 2,743 | 1.72% | 2.04% | 29 | -5,514 | -9.83% | Q4 2025 | Feb 24, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 49,710 | 2,696 | 1.05% | 1.37% | 30 | -13,376 | -21.2% | Q4 2025 | Feb 13, 2026 |
| Foundry Financial LLC | History | New | 49,135 | 2,664 | 1.4% | — | 31 | +49,135 | New | Q4 2025 | Feb 17, 2026 |
| Cogent Private Wealth, Inc. | History | New | 47,773 | 2,591 | 1.97% | — | 32 | +47,773 | New | Q4 2025 | Feb 10, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 46,929 | 2,545 | 0.1% | 0.11% | 33 | -252 | -0.53% | Q4 2025 | Jan 20, 2026 |
| Meredith Wealth Planning | History | Reduced | 46,796 | 2,538 | 0.76% | 0.87% | 34 | -2,918 | -5.87% | Q4 2025 | Jan 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 43,395 | 2,353 | 0.0% | 0.0% | 35 | +7,518 | 20.95% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 43,247 | 2,345 | 0.0% | 0.0% | 36 | +17,154 | 65.74% | Q4 2025 | Feb 11, 2026 |
| HEFFERNAN ADVISORY, INC | History | New | 42,082 | 2,282 | 2.18% | — | 37 | +42,082 | New | Q4 2025 | Feb 03, 2026 |
| Austin Private Wealth, LLC | History | Added to | 41,617 | 2,257 | 0.17% | 0.15% | 38 | +5,931 | 16.62% | Q4 2025 | Jan 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 38,931 | 2,111 | 0.08% | 0.09% | 39 | -180 | -0.46% | Q4 2025 | Feb 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 38,288 | 2,076 | 0.03% | 0.02% | 40 | +14,049 | 57.96% | Q4 2025 | Feb 10, 2026 |
| Sowell Financial Services LLC | History | Added to | 37,803 | 2,050 | 0.08% | 0.07% | 41 | +4,546 | 13.67% | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 35,505 | 1,925 | 0.02% | 0.03% | 42 | +5,371 | 17.82% | Q4 2025 | Jan 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 30,321 | 1,644 | 0.03% | 0.05% | 43 | -14,348 | -32.12% | Q4 2025 | Feb 12, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 29,449 | 1,597 | 0.1% | 0.17% | 44 | -23,154 | -44.02% | Q4 2025 | Jan 30, 2026 |
| Two West Capital Advisors LLC | History | Added to | 28,341 | 1,537 | 0.89% | 0.81% | 45 | +4,075 | 16.79% | Q4 2025 | Jan 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 27,926 | 1,518 | 0.06% | 0.08% | 46 | +3,970 | 16.57% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | New | 27,535 | 1,493 | 0.07% | — | 47 | +27,535 | New | Q4 2025 | Jan 27, 2026 |
| CITIGROUP INC | History | Added to | 27,104 | 1,470 | 0.0% | 0.0% | 48 | +3,563 | 15.14% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 26,166 | 1,419 | 0.0% | — | 49 | +26,166 | New | Q4 2025 | Feb 12, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 24,964 | 1,353 | 0.06% | 0.01% | 50 | +20,461 | 454.39% | Q4 2025 | Jan 29, 2026 |
| Excelsior Advisor Network LLC | History | New | 24,872 | 1,349 | 0.66% | — | 51 | +24,872 | New | Q4 2025 | Feb 13, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | New | 23,814 | 1,291 | 0.36% | — | 52 | +23,814 | New | Q4 2025 | Jan 14, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 22,593 | 1,225 | 0.5% | 0.45% | 53 | +3,598 | 18.94% | Q4 2025 | Jan 29, 2026 |
| Brookstone Capital Management | History | Added to | 21,202 | 1,149 | 0.01% | 0.01% | 54 | +2,854 | 15.55% | Q4 2025 | Jan 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 19,806 | 1,074 | 0.03% | 0.03% | 55 | -999 | -4.8% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 19,699 | 1,068 | 0.02% | — | 56 | +19,699 | New | Q4 2025 | Feb 19, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Reduced | 19,596 | 1,062 | 0.38% | 1.94% | 57 | -61,037 | -75.7% | Q4 2025 | Jan 21, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 17,089 | 937 | 0.57% | 0.71% | 58 | -2,442 | -12.5% | Q4 2025 | Feb 11, 2026 |
| GeoWealth Management, LLC | History | Added to | 16,739 | 907 | 0.03% | 0.03% | 59 | +1,067 | 6.81% | Q4 2025 | Feb 17, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 14,264 | 773 | 0.29% | 0.3% | 60 | +700 | 5.16% | Q4 2025 | Jan 08, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 13,060 | 708 | 0.07% | 0.06% | 61 | +4,223 | 47.79% | Q4 2025 | Jan 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 12,780 | 693 | 0.0% | 0.0% | 62 | +3,124 | 32.35% | Q4 2025 | Feb 05, 2026 |
| Diversify Advisory Services, LLC | History | New | 11,877 | 646 | 0.02% | — | 63 | +11,877 | New | Q4 2025 | Jan 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 10,937 | 593 | 0.01% | 0.01% | 64 | +610 | 5.91% | Q4 2025 | Jan 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 10,469 | 567 | 0.02% | 0.02% | 65 | +806 | 8.34% | Q4 2025 | Jan 20, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 10,160 | 551 | 0.15% | 0.09% | 66 | +180 | 1.8% | Q4 2025 | Jan 27, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 9,914 | 537 | 0.0% | 0.0% | 67 | +2,641 | 36.31% | Q4 2025 | Feb 17, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 9,730 | 527 | 0.23% | 0.31% | 68 | -2,795 | -22.32% | Q4 2025 | Jan 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 9,564 | 518 | 0.0% | 0.0% | 69 | +1,019 | 11.93% | Q4 2025 | Feb 18, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 9,446 | 512 | 0.37% | 0.35% | 70 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 9,110 | 494 | 0.42% | 0.43% | 71 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 8,987 | 487 | 0.11% | 0.14% | 72 | -2,582 | -22.32% | Q4 2025 | Jan 16, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 8,246 | 448 | 0.03% | 0.04% | 73 | -331 | -3.86% | Q4 2025 | Jan 15, 2026 |
| AE Wealth Management LLC | History | Added to | 8,184 | 443 | 0.0% | 0.0% | 74 | +205 | 2.57% | Q4 2025 | Jan 26, 2026 |
| SEI INVESTMENTS CO | History | Added to | 7,920 | 429 | 0.0% | 0.0% | 75 | +570 | 7.76% | Q4 2025 | Feb 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 7,455 | 404 | 0.1% | 0.13% | 76 | -1,689 | -18.47% | Q4 2025 | Feb 27, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 7,300 | 395 | 0.35% | — | 77 | +7,300 | New | Q4 2025 | Feb 05, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 6,857 | 371 | 0.12% | 0.13% | 78 | +267 | 4.05% | Q4 2025 | Feb 05, 2026 |
| XY Planning Network, Inc. | History | New | 6,759 | 366 | 0.06% | — | 79 | +6,759 | New | Q4 2025 | Jan 26, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 6,616 | 358 | 0.18% | 0.19% | 80 | +183 | 2.84% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,524 | 353 | 0.0% | 0.0% | 81 | +30 | 0.46% | Q4 2025 | Feb 11, 2026 |
| Abel Hall, LLC | History | Added to | 6,524 | 353 | 0.08% | 0.15% | 82 | +30 | 0.46% | Q4 2025 | Feb 17, 2026 |
| Concord Wealth Partners | History | Added to | 6,273 | 340 | 0.04% | 0.02% | 83 | +3,075 | 96.15% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 6,115 | 331 | 0.0% | 0.0% | 84 | +2,228 | 57.32% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,974 | 323 | 0.0% | 0.0% | 85 | +1,712 | 40.17% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 5,923 | 321 | 0.01% | 0.01% | 86 | +529 | 9.81% | Q4 2025 | Jan 28, 2026 |
| Williams & Novak, LLC | History | New | 5,787 | 313 | 0.24% | — | 87 | +5,787 | New | Q4 2025 | Feb 05, 2026 |
| Gradient Capital Advisors, LLC | History | New | 4,961 | 269 | 0.07% | — | 88 | +4,961 | New | Q4 2025 | Feb 06, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 4,862 | 263 | 0.01% | 0.01% | 89 | -29 | -0.59% | Q4 2025 | Feb 03, 2026 |
| Stirlingshire Investments, Inc. | History | New | 4,766 | 258 | 0.23% | — | 90 | +4,766 | New | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 4,577 | 248 | 0.0% | 0.0% | 91 | -1,962 | -30.0% | Q4 2025 | Feb 17, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 4,302 | 234 | 0.07% | 0.07% | 92 | +626 | 17.03% | Q4 2025 | Jan 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,075 | 221 | 0.0% | 0.0% | 93 | -239 | -5.54% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 3,942 | 213 | 0.0% | — | 94 | +3,942 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 2,427 | 131 | 0.0% | — | 95 | +2,427 | New | Q4 2025 | Feb 10, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 1,992 | 108 | 0.06% | 0.07% | 96 | -44 | -2.16% | Q4 2025 | Feb 02, 2026 |
| COMERICA BANK | History | Added to | 1,619 | 87 | 0.0% | 0.0% | 97 | +72 | 4.65% | Q4 2025 | Jan 29, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 1,370 | 74 | 0.01% | 0.01% | 98 | +38 | 2.85% | Q4 2025 | Feb 03, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 1,116 | 60 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Added to | 988 | 54 | 0.0% | 0.0% | 100 | +213 | 27.48% | Q4 2025 | Jan 26, 2026 |
| City State Bank | History | No change | 1,000 | 54 | 0.01% | 0.02% | 101 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 360 | 19 | 0.0% | 0.0% | 103 | -690 | -65.71% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | No change | 351 | 19 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rialto Wealth Management, LLC | History | No change | 242 | 13 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 93 | 5 | 0.0% | — | 105 | +93 | New | Q4 2025 | Feb 10, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 7.66% | — | -865,505 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -70,814 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -15,643 | -100.0% | Q3 2025 | Oct 28, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,821 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -8,458 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,894 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -229 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PINNEY & SCOFIELD, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |