Dimsnl Intr CF in ETF-UsdDFGXETF

13F holders, Q2 2026 (June 30)
181holders +16
25new positions
7sold out
$53.53avg. 13F price*

At the end of Q2 2026, 181 institutions reported holding Dimsnl Intr CF in ETF-Usd Inc. (DFGX) in their 13F filings, up 16 from Q1 2026. 25 opened new positions and 7 sold out. The largest holders were Apella Capital, LLC ($120.3M), Planning Center, Inc. ($85.5M) and Ironwood Wealth Management, LLC. ($51.0M).

Company
Dimsnl Intr CF in ETF-Usd Inc.
Filed as
DIMENSIONAL ETF TRUST (Q2 2026)
CUSIP
25434V575
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 36Q1 2024Q2 2024: 43Q2 2024Q3 2024: 59Q3 2024Q4 2024: 78Q4 2024Q1 2025: 92Q1 2025Q2 2025: 101Q2 2025Q3 2025: 120Q3 2025Q4 2025: 145Q4 2025Q1 2026: 165Q1 2026Q2 2026: 181Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions25$98.9M
Exits7$6.3M

All 13F filers, Q1 2026 → Q2 2026: 3,506,885 shares bought and 907,551 shares sold, net +2,599,334 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 181 holders

Apella Capital, LLC 1.70% Add +6.0% 2,259,550 $120.3M
Planning Center, Inc. 8.07% Add +2.8% 1,595,524 $85.5M
Ironwood Wealth Management, LLC. 11.31% New 952,480 $51.0M
Elser Financial Planning, Inc 1.81% Add +10.1% 779,026 $41.8M
Market Street Wealth Management Advisors LLC 5.63% Add +3.0% 738,963 $39.6M
United Wealth Management, LLC 8.15% Add +2.4% 676,064 $36.2M
Hill Investment Group Partners, LLC 3.61% Reduce -2.6% 660,685 $35.4M
Private Wealth Management Group, LLC 7.90% Add +2.6% 635,640 $34.1M
Envestnet Asset Management Inc. 0.01% Add +27.7% 594,298 $31.9M
Guardian Wealth Management, LLC 7.32% Add +8.6% 486,969 $26.1M
HighTower Advisors, LLC 0.02% Add +0.5% 468,562 $25.1M
Alpha Financial Advisors, LLC 6.99% Reduce -33.2% 467,359 $25.0M
Verisail Partners, LLC 8.96% Add +3.7% 450,943 $24.2M
Mattern Wealth Management LLC 3.38% Add +4.4% 384,379 $20.6M
Liberty Wealth Management LLC 2.54% No change 387,348 $20.3M
Eaton-Cambridge Inc. 5.60% Add +14.4% 372,058 $19.9M
Equita Financial Network, Inc. 5.44% Add +4.0% 365,866 $19.6M
Vermillion Wealth Management, Inc. 4.57% Add +14.6% 357,028 $19.1M
Kestra Investment Management, LLC 0.35% Add +30.4% 337,014 $18.1M
Bank of America Corp. 0.00% Add +7.6% 334,133 $17.9M
GeoWealth Management, LLC 0.53% Add +3.4% 316,735 $17.0M
Oakwell Private Wealth Management, LLC 2.76% Add +1.8% 310,477 $16.6M
JMG Financial Group, Ltd. 0.37% Add +278.3% 288,905 $15.5M
Private Advisor Group, LLC 0.07% Reduce -10.8% 287,453 $15.4M
Assetmark, Inc. 0.03% Add +5.7% 279,075 $15.0M
Savant Capital, LLC 0.04% Reduce -50.5% 274,405 $14.7M
IMA Advisory Services, Inc. 0.91% New 272,457 $14.6M
Vestmark Advisory Solutions, Inc. 0.14% No change 271,081 $14.5M
Parkwoods Wealth Partners, LLC 2.33% New 270,512 $14.5M
Shotwell Rutter Baer Inc 7.79% Add +0.7% 264,904 $14.2M
Babb Wealth Advisors LLC 6.66% Add +8.9% 257,900 $13.8M
Strathmore Capital Advisors, Inc. 3.71% Add +22.2% 263,676 $13.8M
Integrity Alliance, Llc. 0.43% Add +0.5% 254,386 $13.6M
Yardley Wealth Management LLC 6.16% Add +8.7% 252,993 $13.6M
SageOak Financial, LLC 8.64% Add +4.1% 246,732 $13.2M
Johnson Wealth Management, LLC 5.53% Add +17.2% 243,427 $13.0M
Integrity Advisory Solutions, LLC 1.23% Add +18.1% 222,418 $11.9M
Clarity Wealth Development LLC 6.54% New 219,887 $11.8M
Beacon Hill Wealth Management LTD. 7.67% — 206,600 $11.1M
OneDigital Investment Advisors LLC 0.09% Add +5.8% 196,295 $10.5M
HFM Investment Advisors, LLC 3.63% Add +1.8% 193,410 $10.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.50% Add +9.5% 188,565 $10.1M
E6 Portfolios, LLC 7.97% Add +19.7% 186,105 $10.0M
Stratos Investment Management, LLC 0.33% Add +5.3% 170,910 $9.2M
AA Financial Advisors, LLC 0.98% Add +2.9% 151,798 $8.1M
Bridge Generations Wealth Management LLC 3.97% Add +34.4% 145,346 $7.8M
Park Avenue Securities LLC 0.04% Add +32.3% 130,926 $7.0M
Sterling Wealth Management, Inc. 1.49% Add +1.1% 112,208 $6.0M
Farther Finance Advisors, LLC 0.05% Reduce -6.8% 111,512 $6.0M
Betterment LLC 0.01% Add +1.5% 107,366 $5.8M
DiNuzzo Private Wealth, Inc. 0.57% Add +1.5% 106,944 $5.7M
Vantage Point Financial LLC 1.73% Add +4.5% 105,751 $5.7M
AlphaStar Capital Management, LLC 0.35% Add +7.3% 103,844 $5.6M
Cornerstone Wealth Partners, LLC 2.54% Add +15.1% 102,092 $5.5M
Mariner, LLC 0.01% Add +4.0% 99,867 $5.4M
Heffernan Advisory, Inc. 4.35% Add +5.9% 97,067 $5.2M
Tru Independence Asset Management 2, LLC 2.68% Add +1.8% 92,181 $4.9M
Silver Oak Wealth Advisors Services, LLC 2.94% Reduce -0.1% 91,577 $4.9M
Raymond James Financial Inc. 0.00% Add +6.2% 90,507 $4.9M
Optimus Capital Advisors, LLC 2.52% Reduce -17.8% 87,479 $4.7M
Orion Porfolio Solutions, LLC 0.03% Add +4.6% 82,777 $4.4M
Truist Financial Corp. 0.01% Add +52.1% 80,881 $4.3M
Index Fund Advisors, Inc. 0.17% Add +30.9% 79,477 $4.3M
Porter White Investment Advisors, Inc. 1.62% Add +2.3% 78,642 $4.2M
Schwallier Wealth Management LLC 2.59% Add +6.2% 76,508 $4.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +17.5% 74,560 $4.0M
Commonwealth Equity Services, LLC 0.00% Add +7.6% 72,170 $3.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 70,141 $3.8M
Goldman Sachs Group Inc. 0.00% Add +44.9% 69,354 $3.7M
Note Advisors, LLC 1.60% Add +12.0% 68,806 $3.7M
Osaic Holdings, Inc. 0.00% Add +37.5% 66,142 $3.5M
Tableaux LLC 1.47% Add +6.4% 64,939 $3.5M
McCartney Wealth Management LLC 2.58% Add +10.5% 63,426 $3.4M
Cogent Private Wealth, Inc. 2.06% Reduce -8.6% 61,411 $3.3M
PW Advisors, LLC \ FL 2.12% Add +4.1% 59,360 $3.2M
3 Factor Indexing, LLC 2.55% Add +14.1% 56,123 $3.0M
AssuredPartners Investment Advisors, LLC 0.29% Add +28.5% 55,520 $3.0M
Simplicity Wealth,LLC 0.10% Add +15.5% 54,083 $2.9M
Foundations Investment Advisors, LLC 0.03% Add +13.4% 53,887 $2.9M
Sowell Financial Services LLC 0.09% Add +6.0% 53,213 $2.9M
Cerity Partners LLC 0.00% Add +3.1% 53,193 $2.9M
LPL Financial LLC 0.00% Add +18.2% 52,959 $2.8M
Wealth Advisors Northwest LLC 0.87% Add +26.4% 47,544 $2.5M
Donalies Financial Planning, LLC 1.80% Add +8.8% 45,474 $2.4M
Outbound Financial Inc 1.57% Add +7.7% 45,373 $2.4M
EverSource Wealth Advisors, LLC 0.08% Add +1.4% 45,072 $2.4M
Vested Financial Planning, LLC 1.54% Add +1.5% 42,647 $2.3M
Torren Management, LLC 1.12% Reduce -64.8% 41,194 $2.2M
Citigroup Inc. 0.00% Add +261.3% 40,826 $2.2M
Kestra Advisory Services, LLC 0.01% Add +9.7% 40,808 $2.2M
Hassell Wealth Management, LLC 0.65% Add +143.2% 40,202 $2.1M
Beacon Pointe Advisors, LLC 0.01% Reduce -6.5% 37,825 $2.0M
Greenwood Capital Associates LLC 0.20% Add +43.5% 37,170 $2.0M
Selective Wealth Management, Inc. 0.48% Add +71.0% 34,159 $1.8M
Smartleaf Asset Management LLC 0.06% No change 32,137 $1.7M
Kestra Private Wealth Services, LLC 0.02% New 30,275 $1.6M
W.H. Cornerstone Investments Inc. 0.89% Reduce -37.4% 29,480 $1.6M
Kane Co Wealth Management, Inc. 1.07% Add +70.5% 26,290 $1.4M
Triad Wealth Partners, LLC 0.06% Add +21.4% 20,368 $1.1M
Signal Advisors Wealth, LLC 0.05% Add +33.0% 19,485 $1.0M

"% of holder's portfolio" is DFGX's weight in each manager's 13F, not the share of Dimsnl Intr CF in ETF-Usd Inc. the manager owns.

Show all 181 holders