Dimsnl Intr CF in ETF-UsdDFGXETF

13F holders, Q1 2026 (March 31)
165holders +20
24new positions
8sold out
1famous investor
$52.51avg. 13F price*

At the end of Q1 2026, 165 institutions reported holding Dimsnl Intr CF in ETF-Usd Inc. (DFGX) in their 13F filings, up 20 from Q4 2025. 24 opened new positions and 8 sold out. The largest holders were Apella Capital, LLC ($113.2M), Planning Center, Inc. ($81.4M) and Market Street Wealth Management Advisors LLC ($37.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Dimsnl Intr CF in ETF-Usd Inc.
Filed as
DIMENSIONAL ETF TRUST (Q1 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions24$57.5M
Exits8$2.4M

All 13F filers, Q4 2025 → Q1 2026: 2,860,154 shares bought and 764,661 shares sold, net +2,095,493 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 165 holders

Apella Capital, LLC 1.68% Add +10.1% 2,130,939 $113.2M
Planning Center, Inc. 8.25% Add +5.2% 1,552,569 $81.4M
Market Street Wealth Management Advisors LLC 5.93% Add +10.1% 717,238 $37.6M
Elser Financial Planning, Inc 1.80% Add +11.4% 707,855 $37.2M
Alpha Financial Advisors, LLC 11.25% Add +6.4% 699,862 $36.7M
Hill Investment Group Partners, LLC 3.93% Reduce -30.4% 678,537 $35.6M
United Wealth Management, LLC 8.61% Add +4.7% 660,407 $34.6M
Private Wealth Management Group, LLC 8.53% Add +6.0% 619,301 $32.5M
Savant Capital, LLC 0.14% Reduce -20.2% 553,967 $29.1M
HighTower Advisors, LLC 0.03% Add +3.1% 466,474 $24.5M
Envestnet Asset Management Inc. 0.01% Add +41.0% 465,356 $24.4M
Guardian Wealth Management, LLC 7.13% Add +14.8% 448,370 $23.5M
Verisail Partners, LLC 9.26% Add +4.3% 434,952 $22.8M
Liberty Wealth Management LLC 2.54% Add +5.5% 387,348 $20.3M
Mattern Wealth Management LLC 3.77% Add +5.3% 368,296 $19.3M
Equita Financial Network, Inc. 5.81% Add +6.1% 351,973 $18.5M
Eaton-Cambridge Inc. 5.34% New 325,258 $17.1M
Private Advisor Group, LLC 0.08% Add +7.5% 322,271 $16.9M
Vermillion Wealth Management, Inc. 6.51% Add +26.2% 311,681 $16.3M
Bank of America Corp. 0.00% Add +44.4% 310,440 $16.3M
GeoWealth Management, LLC 0.58% Add +10.0% 306,291 $16.1M
Oakwell Private Wealth Management, LLC 2.86% Add +4.1% 305,039 $16.0M
Vestmark Advisory Solutions, Inc. 0.16% Add +8.1% 271,081 $14.2M
Assetmark, Inc. 0.03% Reduce -3.7% 263,939 $13.8M
Shotwell Rutter Baer Inc 8.10% Add +3.8% 262,958 $13.8M
Kestra Investment Management, LLC 0.23% Add +59.3% 258,466 $13.6M
Integrity Alliance, Llc. 0.51% Reduce -0.3% 253,119 $13.3M
SageOak Financial, LLC 8.78% Add +1.5% 237,067 $12.4M
Babb Wealth Advisors LLC 6.79% Add +9.1% 236,805 $12.4M
Yardley Wealth Management LLC 6.26% Add +11.1% 232,862 $12.2M
Strathmore Capital Advisors, Inc. 3.22% Reduce -0.4% 215,695 $11.4M
Johnson Wealth Management, LLC 5.26% Add +6.0% 207,628 $10.9M
HFM Investment Advisors, LLC 3.83% Add +11.7% 189,982 $10.0M
Integrity Advisory Solutions, LLC 1.30% Add +20.5% 188,367 $9.9M
OneDigital Investment Advisors LLC 0.10% Add +9.6% 185,578 $9.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.51% Add +9.5% 172,178 $9.0M
Stratos Investment Management, LLC 0.34% Add +0.6% 162,267 $8.5M
E6 Portfolios, LLC 8.50% Add +16.7% 155,462 $8.2M
AA Financial Advisors, LLC 1.09% New 147,515 $7.7M
Farther Finance Advisors, LLC 0.06% Add +141.8% 119,608 $6.3M
Torren Management, LLC 3.06% Add +5.5% 117,165 $6.1M
Sterling Wealth Management, Inc. 1.60% Add +9.5% 111,027 $5.8M
Bridge Generations Wealth Management LLC 3.25% Add +79.3% 108,165 $5.7M
Optimus Capital Advisors, LLC 3.30% Reduce -7.7% 106,375 $5.6M
Betterment LLC 0.01% Add +13.5% 105,759 $5.5M
DiNuzzo Private Wealth, Inc. 0.60% Reduce -2.0% 105,331 $5.5M
Vantage Point Financial LLC 1.86% Add +6.4% 101,238 $5.3M
Park Avenue Securities LLC 0.04% New 98,934 $5.2M
AlphaStar Capital Management, LLC 0.37% Add +6.2% 96,795 $5.1M
Mariner, LLC 0.01% Reduce -19.8% 95,979 $5.0M
Heffernan Advisory, Inc. 4.46% Add +10.4% 91,680 $4.8M
Silver Oak Wealth Advisors Services, LLC 3.12% Add +7.9% 91,654 $4.8M
Tru Independence Asset Management 2, LLC 2.92% Add +12.6% 90,590 $4.8M
Cornerstone Wealth Partners, LLC 2.64% Add +26.1% 88,737 $4.7M
Raymond James Financial Inc. 0.00% Add +11.7% 85,195 $4.5M
Orion Porfolio Solutions, LLC 0.04% Add +2.4% 79,143 $4.2M
Porter White Investment Advisors, Inc. 1.62% Add +4.4% 76,907 $4.0M
JMG Financial Group, Ltd. 0.11% New 76,369 $4.0M
Schwallier Wealth Management LLC 2.76% New 72,026 $3.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 70,141 $3.7M
Spectrum Advisors, Inc. 2.86% — 68,938 $3.6M
Elequin Capital, LP 1.11% New 73,087 $3.6M
Cogent Private Wealth, Inc. 2.54% Add +52.3% 67,189 $3.5M
Commonwealth Equity Services, LLC 0.00% Reduce -2.9% 67,049 $3.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +76.0% 63,461 $3.3M
Note Advisors, LLC 1.61% Add +5.1% 61,430 $3.2M
Tableaux LLC 1.55% Add +58.8% 61,022 $3.2M
Index Fund Advisors, Inc. 0.14% Add +135.8% 60,692 $3.2M
McCartney Wealth Management LLC 2.53% Reduce -2.6% 57,405 $3.0M
PW Advisors, LLC \ FL 2.24% Add +21.1% 57,019 $3.0M
Truist Financial Corp. 0.00% Add +10.5% 53,161 $2.8M
Cerity Partners LLC 0.00% New 51,600 $2.7M
Sowell Financial Services LLC 0.10% Add +7.1% 50,188 $2.6M
3 Factor Indexing, LLC 2.44% — 49,188 $2.6M
Osaic Holdings, Inc. 0.00% Add +16.1% 48,096 $2.5M
Goldman Sachs Group Inc. 0.00% New 47,850 $2.5M
Foundations Investment Advisors, LLC 0.03% Add +30.9% 47,512 $2.5M
W.H. Cornerstone Investments Inc. 1.54% Reduce -49.2% 47,120 $2.5M
Simplicity Wealth,LLC 0.14% Add +4.9% 46,836 $2.5M
LPL Financial LLC 0.00% Add +9.1% 44,789 $2.3M
EverSource Wealth Advisors, LLC 0.07% Reduce -25.1% 44,461 $2.3M
AssuredPartners Investment Advisors, LLC 0.25% Add +31.9% 43,202 $2.3M
Outbound Financial Inc 1.66% Add +6.1% 42,131 $2.2M
Vested Financial Planning, LLC 1.68% Add +4.0% 42,004 $2.2M
Donalies Financial Planning, LLC 1.87% Add +4.2% 41,794 $2.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -5.5% 40,448 $2.1M
Jane Street Group, LLC 0.00% Reduce -76.7% 40,412 $2.1M
Higgins & Schmidt Wealth Strategies LLC 0.93% New 39,022 $2.0M
Broadhurst Jeffrey B 2.09% Add +7.5% 38,825 $2.0M
Wealth Advisors Northwest LLC 0.83% Add +24.8% 37,607 $2.0M
Kestra Advisory Services, LLC 0.01% Add +0.3% 37,200 $2.0M
Smartleaf Asset Management LLC 0.06% Add +25.2% 32,137 $1.7M
Greenwood Capital Associates LLC 0.15% Add +0.7% 25,899 $1.4M
Selective Wealth Management, Inc. 0.31% New 19,981 $1.0M
Linscomb Wealth, Inc. 0.05% New 19,338 $1.0M
E-Wealth Partners, LLC 0.75% Add +8.5% 17,706 $929K
BWM Planning, LLC 0.24% No change 17,628 $925K
CreativeOne Wealth, LLC 0.02% Add +4.8% 16,950 $889K
Triad Wealth Partners, LLC 0.07% Add +83.5% 16,774 $880K
Hassell Wealth Management, LLC 0.29% New 16,531 $867K

"% 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 165 holders