DFGX: 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)
183 institutions reported holding $1.25B of Dimensional Etf Trust on Form 13F (166 the quarter before). 25 opened a new position and 7 sold out. Shares held by institutions: +14%.
| Largest holders | Shares | Value |
|---|---|---|
| Apella Capital, LLC | 2,259,550 | $120.32M |
| Planning Center, Inc. | 1,595,524 | $85.51M |
| Ironwood Wealth Management, LLC. | 952,480 | $51.05M |
| Elser Financial Planning, Inc | 779,026 | $41.75M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 738,963 | $39.60M |
| United Wealth Management, LLC | 676,064 | $36.23M |
| Hill Investment Group Partners, LLC | 660,685 | $35.41M |
| Private Wealth Management Group, LLC | 635,640 | $34.07M |
| ENVESTNET ASSET MANAGEMENT INC | 594,298 | $31.85M |
| Guardian Wealth Management, LLC | 486,969 | $26.10M |
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