Dimensional ETF Trust - DGCB
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Tencap Wealth Coaching, LLC | History | Added to | 440,440 | 23,862 | 8.98% | 8.88% | 1 | +8,179 | 1.89% | Q1 2026 | Apr 17, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 325,412 | 17,616 | 1.9% | 1.94% | 2 | -3,885 | -1.18% | Q1 2026 | Apr 08, 2026 |
| AA Financial Advisors, LLC | History | New | 316,348 | 17,125 | 2.41% | — | 3 | +316,348 | New | Q1 2026 | Apr 20, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 280,889 | 15,205 | 6.38% | 5.4% | 4 | +56,429 | 25.14% | Q1 2026 | Apr 08, 2026 |
| RFG Advisory, LLC | History | Added to | 271,993 | 14,724 | 0.27% | 0.27% | 5 | +11,743 | 4.51% | Q1 2026 | Apr 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 141,021 | 7,634 | 0.43% | 0.42% | 6 | +12,160 | 9.44% | Q1 2026 | Apr 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 137,802 | 7,459 | 0.24% | 0.22% | 7 | +10,913 | 8.6% | Q1 2026 | Apr 08, 2026 |
| APS Management Group, Inc. | History | Added to | 132,856 | 7,192 | 6.15% | 6.04% | 8 | +2,830 | 2.18% | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 99,529 | 5,388 | 0.04% | — | 9 | +99,529 | New | Q1 2026 | Apr 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 91,975 | 4,985 | 0.05% | 0.02% | 10 | +56,470 | 159.05% | Q1 2026 | Apr 07, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 78,361 | 4,242 | 3.06% | 1.97% | 11 | +30,588 | 64.03% | Q1 2026 | Apr 13, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 53,826 | 2,913 | 1.79% | 1.72% | 12 | +3,241 | 6.41% | Q1 2026 | Apr 22, 2026 |
| Sowell Financial Services LLC | History | Added to | 39,812 | 2,155 | 0.08% | 0.08% | 13 | +2,009 | 5.31% | Q1 2026 | Apr 20, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 24,761 | 1,340 | 0.37% | 0.36% | 14 | +947 | 3.98% | Q1 2026 | Apr 15, 2026 |
| Brookstone Capital Management | History | Added to | 24,080 | 1,303 | 0.01% | 0.01% | 15 | +2,878 | 13.57% | Q1 2026 | Apr 16, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 14,351 | 776 | 0.28% | 0.29% | 16 | +87 | 0.61% | Q1 2026 | Apr 09, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 12,078 | 653 | 0.05% | 0.07% | 17 | -982 | -7.52% | Q1 2026 | Apr 16, 2026 |
| Foundry Financial LLC | History | Reduced | 10,793 | 584 | 0.25% | 1.4% | 18 | -38,342 | -78.03% | Q1 2026 | Apr 21, 2026 |
| Aspire Private Capital, LLC | History | Added to | 10,697 | 579 | 0.13% | 0.11% | 19 | +1,710 | 19.03% | Q1 2026 | Apr 22, 2026 |
| Apella Capital, LLC | History | New | 9,819 | 539 | 0.01% | — | 20 | +9,819 | New | Q1 2026 | Apr 20, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 9,644 | 522 | 0.27% | 0.23% | 21 | -86 | -0.88% | Q1 2026 | Apr 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 8,507 | 460 | 0.03% | 0.03% | 22 | +261 | 3.17% | Q1 2026 | Apr 20, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 7,300 | 395 | 0.33% | 0.35% | 23 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,847 | 370 | 0.0% | 0.0% | 24 | +873 | 14.61% | Q1 2026 | Apr 15, 2026 |
| XY Planning Network, Inc. | History | Added to | 6,811 | 369 | 0.06% | 0.06% | 25 | +52 | 0.77% | Q1 2026 | Apr 14, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 6,616 | 358 | 0.17% | 0.18% | 26 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Williams & Novak, LLC | History | Added to | 5,864 | 317 | 0.24% | 0.24% | 27 | +77 | 1.33% | Q1 2026 | Apr 20, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 4,961 | 268 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CoreCap Advisors, LLC | History | New | 1,595 | 86 | 0.0% | — | 29 | +1,595 | New | Q1 2026 | Apr 07, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 1,387 | 75 | 0.01% | 0.01% | 30 | +17 | 1.24% | Q1 2026 | Apr 06, 2026 |
| Topsail Wealth Management, LLC | History | New | 1,015 | 54 | 0.01% | — | 32 | +1,015 | New | Q1 2026 | Apr 21, 2026 |
| City State Bank | History | No change | 1,000 | 54 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Added to | 742 | 40 | 0.0% | 0.0% | 33 | +382 | 106.11% | Q1 2026 | Apr 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 1.13% | — | -1,538,407 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Integrity Advisory Solutions, LLC | History | Closed out | 0 | 0 | — | 7.89% | — | -1,010,567 | -100.0% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -907,206 | -100.0% | Q4 2025 | Feb 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 1.55% | — | -785,250 | -100.0% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -728,191 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Three Arch Wealth Management LLC | History | Closed out | 0 | 0 | — | 5.59% | — | -550,098 | -100.0% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -271,403 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Mattern Wealth Management LLC | History | Closed out | 0 | 0 | — | 2.59% | — | -247,863 | -100.0% | Q4 2025 | Jan 16, 2026 |
| DRAVO BAY LLC | History | Closed out | 0 | 0 | — | 5.44% | — | -241,207 | -100.0% | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -210,487 | -100.0% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -186,497 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -166,291 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -163,974 | -100.0% | Q4 2025 | Feb 12, 2026 |
| SageOak Financial, LLC | History | Closed out | 0 | 0 | — | 4.91% | — | -124,996 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.03% | — | -124,966 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -112,523 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -110,074 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Vantage Point Financial LLC | History | Closed out | 0 | 0 | — | 1.86% | — | -95,749 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -73,016 | -100.0% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -62,485 | -100.0% | Q4 2025 | Feb 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.01% | — | -52,624 | -100.0% | Q4 2025 | Feb 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -49,710 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Stratos Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -46,929 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Meredith Wealth Planning | History | Closed out | 0 | 0 | — | 0.76% | — | -46,796 | -100.0% | Q4 2025 | Jan 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -43,395 | -100.0% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,247 | -100.0% | Q4 2025 | Feb 11, 2026 |
| HEFFERNAN ADVISORY, INC | History | Closed out | 0 | 0 | — | 2.18% | — | -42,082 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Austin Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -41,617 | -100.0% | Q4 2025 | Jan 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -38,931 | -100.0% | Q4 2025 | Feb 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -38,288 | -100.0% | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -30,321 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -29,449 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Two West Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.89% | — | -28,341 | -100.0% | Q4 2025 | Jan 13, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -27,926 | -100.0% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.07% | — | -27,535 | -100.0% | Q4 2025 | Jan 27, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,104 | -100.0% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,166 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Index Fund Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -24,964 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Excelsior Advisor Network LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -24,872 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Porter White Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.5% | — | -22,593 | -100.0% | Q4 2025 | Jan 29, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,806 | -100.0% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,699 | -100.0% | Q4 2025 | Feb 19, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.38% | — | -19,596 | -100.0% | Q4 2025 | Jan 21, 2026 |
| Daner Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -17,089 | -100.0% | Q4 2025 | Feb 11, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -16,739 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,780 | -100.0% | Q4 2025 | Feb 05, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,877 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,937 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,469 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Werba Rubin Papier Wealth Management | History | Closed out | 0 | 0 | — | 0.15% | — | -10,160 | -100.0% | Q4 2025 | Jan 27, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,914 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,564 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Nalls Sherbakoff Group, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -9,446 | -100.0% | Q4 2025 | Mar 12, 2026 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -9,110 | -100.0% | Q4 2025 | Feb 18, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,184 | -100.0% | Q4 2025 | Jan 26, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -7,920 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Closed out | 0 | 0 | — | 0.1% | — | -7,455 | -100.0% | Q4 2025 | Feb 27, 2026 |
| USAdvisors Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -6,857 | -100.0% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -6,524 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,524 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.04% | — | -6,273 | -100.0% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,115 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,923 | -100.0% | Q4 2025 | Jan 28, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,862 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Stirlingshire Investments, Inc. | History | Closed out | 0 | 0 | — | 0.23% | — | -4,766 | -100.0% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,577 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Selective Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -4,302 | -100.0% | Q4 2025 | Jan 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -4,075 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,942 | -100.0% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,427 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Millstone Evans Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,992 | -100.0% | Q4 2025 | Feb 02, 2026 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,619 | -100.0% | Q4 2025 | Jan 29, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,116 | -100.0% | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -988 | -100.0% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -351 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -242 | -100.0% | Q4 2025 | Jan 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q4 2025 | Feb 10, 2026 |
| PINNEY & SCOFIELD, INC. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q4 2025 | Feb 13, 2026 |