DIMENSIONAL ETF TRUST

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DFGP·25434V583·US·ETF

DFGP (DIMENSIONAL ETF TRUST) is held by 41 institutional investors as of Q2 2026. Largest holders: Beacon Pointe Advisors, LLC ($63.7M), ENVESTNET ASSET MANAGEMENT INC ($38.8M), BANK OF AMERICA CORP /DE/ ($38.6M). Net institutional sentiment: Bullish.

41

Holders

(4 Elite)

$399.7M

Total Value

78% (40)

Consensus

31 buying - 9 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)33

Insider (Form 4)81

Activist (13D/13G)31

Congressional (STOCK Act)41

Holder Quality

30

★★★★★

Elite

32

★★★★

Strong

38

★★★

Solid

76

★★

Below

49

★

Weak

Held by 41 funds

4 elite

Who's Trading

Source dates: Price Oct 14, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DFGP.

Top Holders

Top Holders (41)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Beacon Pointe Advisors, LLC	Decreased	1.2M(-1.2%)	$63.7M	0.3%	-0.53%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	712,638(+4.0%)	$38.8M	0.0%	+3.25%	30
BANK OF AMERICA CORP /DE/	Increased	708,687(+15.3%)	$38.6M	0.0%	+4.07%	33
AE Wealth Management LLC	Increased	610,795(+4.7%)	$33.3M	0.2%	+5.74%	36
Allworth Financial LP	Increased	597,304(+37.2%)	$32.5M	0.1%	-1.37%	45
JONES FINANCIAL COMPANIES LLLP	New	482,694	$26.4M	0.0%	-2.83%	40
COMMONWEALTH EQUITY SERVICES, LLC	Increased	436,461(+9.9%)	$23.8M	0.0%	+5.43%	31
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	322,380(+8.1%)	$17.6M	0.1%	-0.77%	37
IWIntegrated Wealth Concepts LLC	Increased	297,299(+3.4%)	$16.2M	0.1%	-1.65%	35
Savant Capital, LLC	Increased	285,337(+31.0%)	$15.5M	0.0%	-1.36%	36
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Unchanged	184,792	$10.1M	0.0%	-0.85%	0
Kestra Advisory Services, LLC	Increased	163,638(+14.3%)	$8.9M	0.0%	+1.93%	31
OneDigital Investment Advisors LLC	Increased	157,662(+20.1%)	$8.6M	0.1%	+2.05%	33
LPL Financial LLC	Increased	146,512(+66.1%)	$8M	0.0%	-0.96%	40
JPMORGAN CHASE & CO	Increased	123,220(+81.8%)	$6.7M	0.0%	-0.33%	42
Mariner, LLC	Decreased	118,141(-0.9%)	$6.4M	0.0%	+3.08%	0
Farther Finance Advisors, LLC	Decreased	106,007(-16.1%)	$5.8M	0.0%	+2.25%	0
CITIGROUP INC	Increased	102,852(+83.3%)	$5.6M	0.0%	-0.46%	42
OSAIC HOLDINGS, INC.	Increased	82,717(+16.2%)	$4.5M	0.0%	-0.24%	31
WELLS FARGO & COMPANY/MN	Increased	77,958(+320.8%)	$4.2M	0.0%	-2.37%	43

Showing 1-20 of 42

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DFGPDIMENSIONAL ETF TRUST

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer