Dimensional ETF Trust (DFGX): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow DFGX for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 182

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$53.59

+2.2% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of DFGX (all 13F filers)

Apella Capital2.3 MType not verified+129 K
Planning Center1.6 MType not verified+43 K
Ironwood Wealth Management952 KWealth adviser+952 K
Elser Financial Planning779 KWealth adviser+71 K
Market Street Wealth Management Advisors739 KWealth adviser+22 K
United Wealth Management676 KWealth adviser+16 K
Hill Investment Group Partners661 KType not verified−18 K
Private Wealth Management Group636 KWealth adviser+16 K
Envestnet Asset Management594 KWealth adviser+129 K
Guardian Wealth Management487 KWealth adviser+39 K

Filer	Type
Apella Capital	Type not verified	2.3 M	+129 K	$120M
Planning Center	Type not verified	1.6 M	+43 K	$85.5M
Ironwood Wealth Management	Wealth adviser	952 K	+952 K	$51.0M
Elser Financial Planning	Wealth adviser	779 K	+71 K	$41.8M
Market Street Wealth Management Advisors	Wealth adviser	739 K	+22 K	$39.6M
United Wealth Management	Wealth adviser	676 K	+16 K	$36.2M
Hill Investment Group Partners	Type not verified	661 K	−18 K	$35.4M
Private Wealth Management Group	Wealth adviser	636 K	+16 K	$34.1M
Envestnet Asset Management	Wealth adviser	594 K	+129 K	$31.9M
Guardian Wealth Management	Wealth adviser	487 K	+39 K	$26.1M

Apella Capital
Shares
2.3 M
Change
+129 K
See more
Type
Type not verified
Value
$120M
Planning Center
Shares
1.6 M
Change
+43 K
See more
Type
Type not verified
Value
$85.5M
Ironwood Wealth Management
Shares
952 K
Change
+952 K
See more
Type
Wealth adviser
Value
$51.0M
Elser Financial Planning
Shares
779 K
Change
+71 K
See more
Type
Wealth adviser
Value
$41.8M
Market Street Wealth Management Advisors
Shares
739 K
Change
+22 K
See more
Type
Wealth adviser
Value
$39.6M
United Wealth Management
Shares
676 K
Change
+16 K
See more
Type
Wealth adviser
Value
$36.2M
Hill Investment Group Partners
Shares
661 K
Change
−18 K
See more
Type
Type not verified
Value
$35.4M
Private Wealth Management Group
Shares
636 K
Change
+16 K
See more
Type
Wealth adviser
Value
$34.1M
Envestnet Asset Management
Shares
594 K
Change
+129 K
See more
Type
Wealth adviser
Value
$31.9M
Guardian Wealth Management
Shares
487 K
Change
+39 K
See more
Type
Wealth adviser
Value
$26.1M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗