DFGR: 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)
341 institutions reported holding $3.05B of Dimensional Etf Trust on Form 13F (318 the quarter before). 32 opened a new position and 10 sold out. Shares held by institutions: +6%.
| Largest holders | Shares | Value |
|---|---|---|
| Forum Financial Management, LP | 17,999,719 | $521.45M |
| Savant Capital, LLC | 15,348,111 | $444.63M |
| JMG Financial Group, Ltd. | 6,710,457 | $194.40M |
| Focus Partners Wealth | 3,958,658 | $114.68M |
| BRIGHTON JONES LLC | 3,030,424 | $87.79M |
| TCI Wealth Advisors, Inc. | 2,805,784 | $81.28M |
| Wealthspire Advisors, LLC | 2,777,041 | $80.45M |
| LifeGuide Financial Advisors, LLC | 2,593,868 | $75.14M |
| Focus Partners Advisor Solutions, LLC | 2,168,246 | $62.81M |
| DiNuzzo Private Wealth, Inc. | 1,844,046 | $53.42M |
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