13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
DFGR

DIMENSIONAL ETF TRUST

352 institutions still hold DIMENSIONAL ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V658·Exchange Traded Fund·352 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.9B
visible holders
Holders
352
filers reporting
Concentration
27.50%
Forum Financial Management, LP #1
top holder share
AI Holders Summary · Q2 2026

352 institutions reported DFGR in Q2 2026. Forum Financial Management, LP leads at 27.5% 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
$521M18.0M6.70%Q2 202602
Savant Capital, LLC
CIK 0001482880
$339M12.7M1.64%Q1 202603
JMG Financial Group, Ltd.
CIK 0001314404
$194M6.7M4.70%Q2 202604
Focus Partners Wealth
CIK 0001542153
$106M4.0M0.12%Q4 202505
TCI Wealth Advisors, Inc.
CIK 0001583751
$81M2.8M3.52%Q2 202606
LifeGuide Financial Advisors, LLC
CIK 0001908585
$75M2.6M21.40%Q2 202607
BRIGHTON JONES LLC
CIK 0001360798
$74M2.8M1.64%Q1 202608
Wealthspire Advisors, LLC
CIK 0001646247
$73M2.8M0.58%Q1 202609
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$63M2.2M0.53%Q2 202610
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$53M1.8M5.28%Q2 202611
MASECO LLP
CIK 0002074052
$47M1.6M1.31%Q2 202612
LPL Financial LLC
CIK 0001403438
$38M1.3M0.01%Q2 202613
Rockwood Wealth Management, LLC
CIK 0001983670
$33M1.2M2.11%Q2 202614
Summit Financial Strategies, Inc.
CIK 0001625246
$32M1.1M2.27%Q2 202615
Creative Capital Management Investments LLC
CIK 0001957363
$30M1.0M7.00%Q2 202616
Rather & Kittrell, Inc.
CIK 0001582112
$30M1.1M4.55%Q1 202617
Great Waters Wealth Management
CIK 0001964535
$28M952K2.55%Q2 202618
Guardian Wealth Management, LLC
CIK 0002095373
$26M913K7.41%Q2 202619
Wescott Financial Advisory Group, LLC
CIK 0001864880
$26M899K2.02%Q2 202620
WPWealth LLP
CIK 0001950118
$26M963K3.91%Q1 2026
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