13F Insight
DOSSIER · 13F Holders · Q3 2026
DFGX

DIMENSIONAL ETF TRUST

189 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 25434V575·189 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$709M
visible holders
Holders
189
filers reporting
Concentration
18.61%
Apella Capital, LLC #1
top holder share
AI Holders Summary · Q3 2026

189 institutions reported DFGX in Q3 2026. Apella Capital, LLC leads at 18.6% 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
$132M2.6M1.67%Q3 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
United Wealth Management, LLC
CIK 0002055362
$36M676K8.15%Q2 202606
Hill Investment Group Partners, LLC
CIK 0001979028
$35M661K3.61%Q2 202607
Private Wealth Management Group, LLC
CIK 0002011342
$35M690K7.94%Q3 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$32M594K0.01%Q2 202609
Guardian Wealth Management, LLC
CIK 0002095373
$28M553K8.00%Q3 202610
HighTower Advisors, LLC
CIK 0001462245
$25M469K0.02%Q2 202611
Alpha Financial Advisors, LLC
CIK 0001972138
$25M467K6.55%Q2 202612
Verisail Partners, LLC
CIK 0002016904
$24M471K8.91%Q3 202613
Mattern Wealth Management LLC
CIK 0001802376
$21M384K3.38%Q2 202614
LIBERTY WEALTH MANAGEMENT LLC
CIK 0001769302
$20M387K2.54%Q1 202615
Equita Financial Network, Inc.
CIK 0001994461
$20M393K5.68%Q3 202616
Eaton-Cambridge Inc.
CIK 0002011052
$20M372K5.60%Q2 202617
Vermillion Wealth Management, Inc.
CIK 0001737012
$19M357K4.49%Q2 202618
Kestra Investment Management, LLC
CIK 0001962449
$18M337K0.35%Q2 202619
BANK OF AMERICA CORP /DE/
CIK 0000070858
$18M334K0.00%Q2 202620
Elser Financial Planning, Inc
CIK 0002028202
$18M343K0.77%Q3 2026
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