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DFGPDFGP
4 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLCMONETA GROUP INVESTMENT ADVISORS LLC's holdings in DIMENSIONAL ETF TRUST

Yes. Moneta Group Investment Advisors holds 322,380 shares of DFGP, worth $17.6M, as of its Q2 2026 13F filing. It increased the position by 24,054 shares (+8.1%) from Q1 2026. Moneta Group Investment Advisors has held DFGP since Q3 2025, across 4 quarterly 13F filings. DFGP is 0.1% of Moneta Group Investment Advisors' reported 13F portfolio.

Current Value

$17.6M

Current Shares

322,380

Total Value Change

+$5M

Total Shares Change

+96,502

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
322,380
+8.1%
$17.6M0.1%$53.63
37
2026-Q1
Increased
298,326
+19.9%
$16.1M0.1%$52.56
40
2025-Q4
Increased
248,717
+10.1%
$13.4M0.1%$52.64
37
2025-Q3
New
225,878
-
$12.6M0.1%$52.38
39

Other major holders of DFGP: Beacon Pointe Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC

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