Home › DFGX

Who holds DFGX

DIMENSIONAL ETF TRUST · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
Vermillion Wealth Management, Inc.357.0K$19.1B4.5%
Apella Capital, LLC2.3M$120.3M1.7%
Planning Center, Inc.1.6M$85.5M8.1%
Ironwood Wealth Management, LLC.952.5K$51.0M11.3%
Elser Financial Planning, Inc779.0K$41.8M1.8%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC739.0K$39.6M5.6%
United Wealth Management, LLC676.1K$36.2M8.2%
Hill Investment Group Partners, LLC660.7K$35.4M3.6%
Private Wealth Management Group, LLC635.6K$34.1M7.9%
ENVESTNET ASSET MANAGEMENT INC594.3K$31.9M0.0%
Guardian Wealth Management, LLC487.0K$26.1M7.3%
Alpha Financial Advisors, LLC467.4K$25.0M6.6%
Verisail Partners, LLC450.9K$24.2M9.0%
Mattern Wealth Management LLC384.4K$20.6M3.4%
LIBERTY WEALTH MANAGEMENT LLC387.3K$20.3M2.5%
Eaton-Cambridge Inc.372.1K$19.9M5.6%
Equita Financial Network, Inc.365.9K$19.6M5.4%
Kestra Investment Management, LLC337.0K$18.1M0.3%
BANK OF AMERICA CORP /DE/334.1K$17.9M0.0%
GeoWealth Management, LLC316.7K$17.0M0.5%
Oakwell Private Wealth Management, LLC310.5K$16.6M2.8%
JMG Financial Group, Ltd.288.9K$15.5M0.4%
Private Advisor Group, LLC287.5K$15.4M0.1%
ASSETMARK, INC279.1K$15.0M0.0%
Savant Capital, LLC274.4K$14.7M0.0%
IMA Advisory Services, Inc.272.5K$14.6M0.9%
Vestmark Advisory Solutions, Inc.271.1K$14.5M0.1%
Parkwoods Wealth Partners, LLC270.5K$14.5M2.3%
Shotwell Rutter Baer Inc264.9K$14.2M7.8%
Babb Wealth Advisors LLC257.9K$13.8M6.7%
Strathmore Capital Advisors, Inc.263.7K$13.8M3.7%
INTEGRITY ALLIANCE, LLC.254.4K$13.6M0.4%
Yardley Wealth Management LLC253.0K$13.6M6.2%
SageOak Financial, LLC246.7K$13.2M8.6%
Integrity Advisory Solutions, LLC222.4K$11.9M1.2%
Clarity Wealth Development LLC219.9K$11.8M6.5%
BEACON HILL WEALTH MANAGEMENT LTD.206.6K$11.1M7.7%
OneDigital Investment Advisors LLC196.3K$10.5M0.1%
HFM Investment Advisors, LLC193.4K$10.4M3.6%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad188.6K$10.1M0.5%
E6 Portfolios, LLC186.1K$10.0M8.0%
Johnson Wealth Management, LLC172.5K$9.3M5.1%
Stratos Investment Management, LLC170.9K$9.2M0.3%
AA Financial Advisors, LLC151.8K$8.1M1.0%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC145.3K$7.8M4.0%
PARK AVENUE SECURITIES LLC130.9K$7.0M0.0%
Sterling Wealth Management, Inc.112.2K$6.0M1.5%
Farther Finance Advisors, LLC111.5K$6.0M0.0%
Betterment LLC107.4K$5.8M0.0%
DiNuzzo Private Wealth, Inc.106.9K$5.7M0.6%
Vantage Point Financial LLC105.8K$5.7M1.7%
AlphaStar Capital Management, LLC103.8K$5.6M0.4%
Cornerstone Wealth Partners, LLC102.1K$5.5M2.5%
Mariner, LLC99.9K$5.4M0.0%
HEFFERNAN ADVISORY, INC97.1K$5.2M4.4%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC92.2K$4.9M2.7%
SILVER OAK WEALTH ADVISORS SERVICES, LLC91.6K$4.9M2.9%
RAYMOND JAMES FINANCIAL INC90.5K$4.9M0.0%
Optimus Capital Advisors, LLC87.5K$4.7M2.5%
Orion Porfolio Solutions, LLC82.8K$4.4M0.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}