DFGR — Dimensional ETF Trust Institutional Holders · Q3 2026
Who owns Dimensional ETF Trust (DFGR)? 15 institutions reported holding $66.67M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Great Waters Wealth Management ($28.3M), Apella Capital, LLC ($14.4M), Sprinkle Financial Consultants LLC ($10.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Great Waters Wealth Management | $28.3M | 1.0M | Added |
| 2 | Apella Capital, LLC | $14.4M | 540,027 | Added |
| 3 | Sprinkle Financial Consultants LLC | $10.4M | 383,972 | Added |
| 4 | Farther Finance Advisors, LLC | $5.4M | 198,595 | Added |
| 5 | BAKER TILLY WEALTH MANAGEMENT, LLC | $2.0M | 74,124 | Added |
| 6 | Wealth Enhancement Trust Services, Inc. | $1.9M | 69,454 | Added |
| 7 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $1.7M | 62,913 | Added |
| 8 | Tactive Advisors, LLC | $883,140 | 32,648 | Added |
| 9 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $848,078 | 31,352 | Trimmed |
| 10 | COLLECTIVE FAMILY OFFICE LLC | $626,749 | 23,170 | Added |
| 11 | Vilga Financial Planning LLC | $263,142 | 9,728 | Hold |
| 12 | CoreCap Advisors, LLC | $7,170 | 265 | Added |
| 13 | ELEVATION WEALTH PARTNERS, LLC | $5,762 | 213 | Added |
| 14 | Wedmont Private Capital | $0 | 0 | Exited |
| 15 | CogentBlue Wealth Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30