13F Insight
DOSSIER · 13F Holders · Q2 2026
DFGX

DIMENSIONAL ETF TRUST

189 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 25434V575·189 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$739M
visible holders
Holders
189
filers reporting
Concentration
16.28%
Apella Capital, LLC #1
top holder share
AI Holders Summary · Q2 2026

189 institutions reported DFGX in Q2 2026. Apella Capital, LLC leads at 16.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Apella Capital, LLC
CIK 0001801507
$120M2.3M1.70%Q2 202602
Planning Center, Inc.
CIK 0001910966
$86M1.6M8.07%Q2 202603
Ironwood Wealth Management, LLC.
CIK 0001692820
$51M952K11.31%Q2 202604
PrairieView Partners, LLC
CIK 0001726673
$45M850K4.39%Q2 202505
Elser Financial Planning, Inc
CIK 0002028202
$42M779K1.81%Q2 202606
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
CIK 0001767601
$40M739K5.63%Q2 202607
United Wealth Management, LLC
CIK 0002055362
$36M676K8.15%Q2 202608
Hill Investment Group Partners, LLC
CIK 0001979028
$35M661K3.61%Q2 202609
Private Wealth Management Group, LLC
CIK 0002011342
$34M636K7.90%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$32M594K0.01%Q2 202611
Guardian Wealth Management, LLC
CIK 0002095373
$26M487K7.32%Q2 202612
HighTower Advisors, LLC
CIK 0001462245
$25M469K0.02%Q2 202613
Alpha Financial Advisors, LLC
CIK 0001972138
$25M467K6.55%Q2 202614
Verisail Partners, LLC
CIK 0002016904
$24M451K8.96%Q2 202615
Mattern Wealth Management LLC
CIK 0001802376
$21M384K3.38%Q2 202616
LIBERTY WEALTH MANAGEMENT LLC
CIK 0001769302
$20M387K2.54%Q1 202617
Eaton-Cambridge Inc.
CIK 0002011052
$20M372K5.60%Q2 202618
Equita Financial Network, Inc.
CIK 0001994461
$20M366K5.44%Q2 202619
Vermillion Wealth Management, Inc.
CIK 0001737012
$19M357K4.49%Q2 202620
Kestra Investment Management, LLC
CIK 0001962449
$18M337K0.35%Q2 2026
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