DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundHigh-convictionMulti-bagger

DFGR

DIMENSIONAL ETF TRUST

339 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·339 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 6.8%

vs prior quarter

13F value held

$1.7B

57.0% inst. owned

of float

Holders

339

-116 QoQ

filers reporting

Activity

+60 / −11

+932 added · −887 reduced

this quarter

Concentration

26.71%

Forum Financial Management, LP #1

top holder share

AI Holders Summary · Q1 2026

339 institutions reported DFGR in Q1 2026. Forum Financial Management, LP leads at 26.7% of the visible book. -116 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

Forum Financial Management, LP

$466M17.5M6.59%Q1 2026 02

Savant Capital, LLC

$339M12.7M1.64%Q1 2026 03

JMG Financial Group, Ltd.

$169M6.3M4.64%Q1 2026 04

Focus Partners Wealth

$106M4.0M0.12%Q4 2025 05

BRIGHTON JONES LLC

$74M2.8M3.13%Q1 2026 06

TCI Wealth Advisors, Inc.

$74M2.8M3.93%Q1 2026 07

Wealthspire Advisors, LLC

$73M2.8M0.58%Q1 2026 08

LifeGuide Financial Advisors, LLC

$67M2.5M21.33%Q1 2026 09

DiNuzzo Private Wealth, Inc.

$49M1.8M5.27%Q1 2026 10

Focus Partners Advisor Solutions, LLC

$47M1.8M0.47%Q1 2026 11

$41M1.6M1.30%Q1 2026 12

LPL Financial LLC

$32M1.2M0.01%Q1 2026 13

Rather & Kittrell, Inc.

$30M1.1M4.55%Q1 2026 14

Summit Financial Strategies, Inc.

$28M1.1M2.22%Q1 2026 15

Rockwood Wealth Management, LLC

$27M1.0M1.91%Q1 2026 16

$26M963K3.91%Q1 2026 17

Financial Plan, Inc.

$25M928K2.64%Q1 2026 18

Wescott Financial Advisory Group, LLC

$24M908K2.12%Q1 2026 19

Guardian Wealth Management, LLC

$24M905K7.30%Q1 2026 20

Creative Capital Management Investments LLC

$24M899K6.85%Q1 2026

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