13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
DFGR

DIMENSIONAL ETF TRUST

341 institutions still hold DIMENSIONAL ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V658·Exchange Traded Fund·341 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.8B
visible holders
Holders
341
filers reporting
Concentration
26.34%
Forum Financial Management, LP #1
top holder share
AI Holders Summary · Q1 2026

341 institutions reported DFGR in Q1 2026. Forum Financial Management, LP leads at 26.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Forum Financial Management, LP
CIK 0001911832
$466M17.5M6.59%Q1 202602
Savant Capital, LLC
CIK 0001482880
$339M12.7M1.64%Q1 202603
JMG Financial Group, Ltd.
CIK 0001314404
$169M6.3M4.64%Q1 202604
Focus Partners Wealth
CIK 0001542153
$106M4.0M0.12%Q4 202505
LifeGuide Financial Advisors, LLC
CIK 0001908585
$75M2.6M21.40%Q2 202606
BRIGHTON JONES LLC
CIK 0001360798
$74M2.8M3.13%Q1 202607
TCI Wealth Advisors, Inc.
CIK 0001583751
$74M2.8M3.93%Q1 202608
Wealthspire Advisors, LLC
CIK 0001646247
$73M2.8M0.58%Q1 202609
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$53M1.8M5.28%Q2 202610
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$47M1.8M0.47%Q1 202611
MASECO LLP
CIK 0002074052
$41M1.6M1.30%Q1 202612
Rockwood Wealth Management, LLC
CIK 0001983670
$33M1.2M2.11%Q2 202613
LPL Financial LLC
CIK 0001403438
$32M1.2M0.01%Q1 202614
Rather & Kittrell, Inc.
CIK 0001582112
$30M1.1M4.55%Q1 202615
Summit Financial Strategies, Inc.
CIK 0001625246
$28M1.1M2.22%Q1 202616
Great Waters Wealth Management
CIK 0001964535
$28M952K2.55%Q2 202617
WPWealth LLP
CIK 0001950118
$26M963K3.91%Q1 202618
Verisail Partners, LLC
CIK 0002016904
$25M870K9.35%Q2 202619
Financial Plan, Inc.
CIK 0002107584
$25M928K2.64%Q1 202620
Wescott Financial Advisory Group, LLC
CIK 0001864880
$24M908K2.12%Q1 2026
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