DIMENSIONAL ETF TRUST

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DFGX·25434V575·US·ETF·Unknown - Unknown

DFGX (DIMENSIONAL ETF TRUST) is held by 33 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($31.9M), HighTower Advisors, LLC ($25.1M), BANK OF AMERICA CORP /DE/ ($17.9M). Net institutional sentiment: Bullish.

33

Holders

(3 Elite)

$183.7M

Total Value

85% (33)

Consensus

28 buying - 5 selling

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

Smart Money Verdict

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Institutional (13F)65

Insider (Form 4)83

Activist (13D/13G)40

Congressional (STOCK Act)44

Holder Quality

86

★★★★★

Elite

56

★★★★

Strong

14

★★★

Solid

52

★★

Below

89

★

Weak

Held by 33 funds

3 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (33)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	594,298(+27.7%)	$31.9M	0.0%	+2.07%	36
HighTower Advisors, LLC	Increased	468,562(+0.5%)	$25.1M	0.0%	+5.92%	29
BANK OF AMERICA CORP /DE/	Increased	334,133(+7.6%)	$17.9M	0.0%	+1.84%	31
Private Advisor Group, LLC	Decreased	287,453(-10.8%)	$15.4M	0.1%	+2.72%	0
ASSETMARK, INC	Increased	279,075(+5.7%)	$15M	0.0%	+6.58%	30
Savant Capital, LLC	Decreased	274,405(-50.5%)	$14.7M	0.0%	+0.63%	0
OneDigital Investment Advisors LLC	Increased	196,295(+5.8%)	$10.5M	0.1%	+3.03%	29
Farther Finance Advisors, LLC	Decreased	111,512(-6.8%)	$6M	0.0%	+1.70%	0
Mariner, LLC	Increased	99,867(+4.0%)	$5.4M	0.0%	+3.28%	28
RAYMOND JAMES FINANCIAL INC	Increased	90,507(+6.2%)	$4.9M	0.0%	+0.30%	29
OPOrion Porfolio Solutions, LLC	Increased	82,777(+4.6%)	$4.4M	0.0%	+4.82%	28
TRUIST FINANCIAL CORP	Increased	80,881(+52.1%)	$4.3M	0.0%	+3.34%	37
COMMONWEALTH EQUITY SERVICES, LLC	Increased	72,170(+7.6%)	$3.9M	0.0%	+4.38%	29
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Unchanged	70,141	$3.8M	0.0%	+0.73%	0
GOLDMAN SACHS GROUP INC	Increased	69,354(+44.9%)	$3.7M	0.0%	+0.05%	36
OSAIC HOLDINGS, INC.	Increased	66,142(+37.5%)	$3.5M	0.0%	+1.57%	35
Cerity Partners LLC	Increased	53,193(+3.1%)	$2.9M	0.0%	+0.66%	27
LPL Financial LLC	Increased	52,959(+18.2%)	$2.8M	0.0%	+1.48%	31
CITIGROUP INC	Increased	40,826(+261.3%)	$2.2M	0.0%	-0.34%	42
Kestra Advisory Services, LLC	Increased	40,808(+9.7%)	$2.2M	0.0%	+1.57%	29

Showing 1-20 of 35

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DFGXDIMENSIONAL ETF TRUST

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

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