DFGP DIMENSIONAL ETF TRUST: institutional ownership and insider trading

199 funds reported holding $2.44B of DIMENSIONAL ETF TRUST in their latest 13F filings; in Q2 2026 funds net bought $222M, with 20 new positions and 10 funds selling out.

Largest institutional holders of DFGP

  1. Forum Financial Management, LP — $370M
  2. MASECO LLP — $224M
  3. Symmetry Partners, LLC — $136M
  4. von Borstel & Associates, Inc. — $88.0M
  5. Beacon Pointe Advisors, LLC — $63.7M
  6. Jentner Corp — $59.6M
  7. WPWealth LLP — $58.6M
  8. Ruedi Wealth Management, Inc. — $57.4M
  9. Elser Financial Planning, Inc — $53.0M
  10. CURIO WEALTH, LLC — $50.7M

All DFGP 13F holders