DFGP · Insider trading · 13F holders · Congress trades
Dimensional ETF Trust (DFGP)
Who is buying and selling DFGP: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 76
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFGP at a glance
- No open-market insider purchases or sales of DFGP were filed in the last 90 days.
- 76 13F filers hold DFGP among their 50 largest positions, worth $1.8B combined. The biggest bets by portfolio weight are von Borstel & Associates, Inc. (18.1%), Curio Wealth, LLC (15.7%) and Ruedi Wealth Management, Inc. (13.5%). In their latest 13Fs, 1 manager opened a new position and 39 added to one.
- No member of Congress has disclosed a trade in DFGP.
DFGP insider trading
No open-market insider purchases or sales of DFGP were filed in the last 90 days.
Who owns DFGP? Hedge funds and superinvestors
76 13F filers hold DFGP among their 50 largest positions, worth $1.8B combined. The biggest bets by portfolio weight are von Borstel & Associates, Inc. (18.1%), Curio Wealth, LLC (15.7%) and Ruedi Wealth Management, Inc. (13.5%). In their latest 13Fs, 1 manager opened a new position and 39 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Forum Financial Management, LPWealth manager | 4.8% | $369.9M | 7,124,221 | +4.6% shares | Q3 2026 |
| Maseco LLPWealth manager | 6.5% | $239.3M | 4,607,933 | +12.2% shares | Q3 2026 |
| Symmetry Partners, LLCWealth manager | 6.3% | $124.0M | 2,388,351 | -4.5% shares | Q3 2026 |
| von Borstel & Associates, Inc.Wealth manager | 18.1% | $88.0M | 1,616,680 | +5.9% shares | Q2 2026 |
| WPWealth LLPWealth manager | 8.7% | $58.6M | 1,076,585 | -9.4% shares | Q2 2026 |
| Ruedi Wealth Management, Inc.Wealth manager | 13.5% | $57.4M | 1,053,280 | +6.1% shares | Q2 2026 |
| Elser Financial Planning, IncWealth manager | 2.3% | $53.0M | 1,020,921 | — | Q3 2026 |
| Curio Wealth, LLCWealth manager | 15.7% | $50.7M | 930,622 | +11.1% shares | Q2 2026 |
| Integrity Advisory Solutions, LLCWealth manager | 5.1% | $48.7M | 938,687 | +2.4% shares | Q3 2026 |
| Penobscot Wealth ManagementWealth manager | 12.1% | $47.1M | 906,703 | +7.7% shares | Q3 2026 |
| Vestmark Advisory Solutions, Inc.Wealth manager | 0.4% | $46.7M | 857,514 | +0.0% shares | Q2 2026 |
| Beaird Harris Wealth Management, LLCWealth manager | 2.5% | $40.5M | 743,391 | +17.5% shares | Q2 2026 |
| TCI Wealth Advisors, Inc.Wealth manager | 1.6% | $37.3M | 685,446 | +11.5% shares | Q2 2026 |
| MilWealth Group LLCWealth manager | 6.5% | $30.3M | 556,533 | +8.6% shares | Q2 2026 |
| Wealth Advisors Northwest LLCWealth manager | 10.1% | $30.2M | 581,241 | +8.0% shares | Q3 2026 |
| Integrity Alliance, LLC.Wealth manager | 0.9% | $30.0M | 576,899 | -11.2% shares | Q3 2026 |
| Straight Path Wealth ManagementWealth manager | 6.6% | $29.5M | 567,449 | +9.7% shares | Q3 2026 |
| DiNuzzo Private Wealth, Inc.Wealth manager | 2.7% | $27.3M | 526,634 | +4.8% shares | Q3 2026 |
| Root Financial Partners, LLCWealth manager | 0.9% | $25.5M | 491,629 | +554.1% shares | Q3 2026 |
| RFG Advisory, LLCWealth manager | 0.4% | $25.1M | 461,737 | +5.3% shares | Q2 2026 |
| United Wealth Management, LLCWealth manager | 5.5% | $24.4M | 448,547 | +5.8% shares | Q2 2026 |
| Quantum Financial Advisors, LLCInstitutional asset manager | 2.1% | $21.4M | 392,244 | +20.9% shares | Q2 2026 |
| Stolz & Associates, PsWealth manager | 12.9% | $20.7M | 380,781 | +36.6% shares | Q2 2026 |
| Midwest Heritage Bank, FSBWealth manager | 5.6% | $19.2M | 369,174 | +2.4% shares | Q3 2026 |
| Outbound Financial IncWealth manager | 10.6% | $16.7M | 322,297 | +4.8% shares | Q3 2026 |
| Meredith Wealth PlanningWealth manager | 4.1% | $16.2M | 312,809 | +37.0% shares | Q3 2026 |
| TruNorth Capital Management, LLCWealth manager | 2.5% | $16.2M | 311,670 | +4.5% shares | Q3 2026 |
| Gradient Capital Advisors, LLCWealth manager | 2.9% | $12.5M | 240,334 | +2.3% shares | Q3 2026 |
| Wheels Up Wealth, Inc.Wealth manager | 10.2% | $12.1M | 232,725 | +1.9% shares | Q3 2026 |
| GeoWealth Management, LLCWealth manager | 0.4% | $11.6M | 213,656 | +3.3% shares | Q2 2026 |
The 30 largest of 76 positions, by value. Each manager counts with its latest 13F (Q3 2026: 40, Q2 2026: 36). Screen DFGP in the grand portfolio →
DFGP stock trades by members of Congress
No member of Congress has disclosed a trade in DFGP.
DFGP questions and answers
Are insiders buying DFGP stock?
No open-market insider purchases or sales of DFGP were filed in the last 90 days.
Which hedge funds own DFGP?
76 13F filers hold DFGP among their 50 largest positions, worth $1.8B combined. The biggest bets by portfolio weight are von Borstel & Associates, Inc. (18.1%), Curio Wealth, LLC (15.7%) and Ruedi Wealth Management, Inc. (13.5%). In their latest 13Fs, 1 manager opened a new position and 39 added to one.
Has Congress traded DFGP?
No member of Congress has disclosed a trade in DFGP.
Who is the largest holder of DFGP?
Among 13F filers, Forum Financial Management, LP reports the largest DFGP position, $369.9M (7,124,221 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is von Borstel & Associates, Inc.'s: 18.1% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.