DFGP: Dimensional Etf Trust insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
185 institutions reported holding $2.16B of Dimensional Etf Trust on Form 13F (176 the quarter before). 20 opened a new position and 10 sold out. Shares held by institutions: +11%.
| Largest holders | Shares | Value |
|---|---|---|
| Forum Financial Management, LP | 6,807,681 | $370.75M |
| MASECO LLP | 4,107,724 | $223.67M |
| Symmetry Partners, LLC | 2,499,991 | $136.15M |
| Beacon Pointe Advisors, LLC | 1,170,296 | $63.73M |
| WPWealth LLP | 1,076,585 | $58.63M |
| Ruedi Wealth Management, Inc. | 1,053,280 | $57.36M |
| CURIO WEALTH, LLC | 930,622 | $50.68M |
| Integrity Advisory Solutions, LLC | 916,984 | $49.94M |
| Vestmark Advisory Solutions, Inc. | 857,514 | $46.70M |
| PENOBSCOT WEALTH MANAGEMENT | 841,792 | $45.84M |
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