13F Insight
DOSSIER · 13F Holders · Q3 2026ETF · Exchange Traded Fund
DFGR

DIMENSIONAL ETF TRUST

358 institutions still hold DIMENSIONAL ETF TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V658·Exchange Traded Fund·358 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$2.0B
visible holders
Holders
358
filers reporting
Concentration
24.80%
Forum Financial Management, LP #1
top holder share
AI Holders Summary · Q3 2026

358 institutions reported DFGR in Q3 2026. Forum Financial Management, LP leads at 24.8% 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
$501M18.5M6.51%Q3 202602
Savant Capital, LLC
CIK 0001482880
$445M15.3M1.31%Q2 202603
JMG Financial Group, Ltd.
CIK 0001314404
$194M6.7M4.70%Q2 202604
Focus Partners Wealth
CIK 0001542153
$115M4.0M0.12%Q2 202605
BRIGHTON JONES LLC
CIK 0001360798
$88M3.0M1.63%Q2 202606
TCI Wealth Advisors, Inc.
CIK 0001583751
$81M2.8M3.52%Q2 202607
Wealthspire Advisors, LLC
CIK 0001646247
$80M2.8M0.44%Q2 202608
LifeGuide Financial Advisors, LLC
CIK 0001908585
$74M2.7M20.72%Q3 202609
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$63M2.2M0.53%Q2 202610
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$51M1.9M5.06%Q3 202611
MASECO LLP
CIK 0002074052
$47M1.6M1.31%Q2 202612
LPL Financial LLC
CIK 0001403438
$38M1.3M0.01%Q2 202613
Summit Financial Strategies, Inc.
CIK 0001625246
$35M1.3M2.41%Q3 202614
Rather & Kittrell, Inc.
CIK 0001582112
$35M1.2M4.83%Q2 202615
Rockwood Wealth Management, LLC
CIK 0001983670
$33M1.2M2.11%Q2 202616
Creative Capital Management Investments LLC
CIK 0001957363
$30M1.0M7.00%Q2 202617
Financial Plan, Inc.
CIK 0002107584
$29M1.0M2.77%Q2 202618
Great Waters Wealth Management
CIK 0001964535
$28M1.0M2.54%Q3 202619
WPWealth LLP
CIK 0001950118
$27M928K3.99%Q2 202620
Wescott Financial Advisory Group, LLC
CIK 0001864880
$26M899K2.02%Q2 2026
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