DFGR · Insider trading · 13F holders · Congress trades
Dimensional ETF Trust (DFGR)
Who is buying and selling DFGR: 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
- 149
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFGR at a glance
- No open-market insider purchases or sales of DFGR were filed in the last 90 days.
- 149 13F filers hold DFGR among their 50 largest positions, worth $2.6B combined. The biggest bets by portfolio weight are LifeGuide Financial Advisors, LLC (20.7%), Verisail Partners, LLC (9.0%) and Guardian Wealth Management, LLC (6.9%). In their latest 13Fs, 1 manager opened a new position and 55 added to one.
- No member of Congress has disclosed a trade in DFGR.
DFGR insider trading
No open-market insider purchases or sales of DFGR were filed in the last 90 days.
Who owns DFGR? Hedge funds and superinvestors
149 13F filers hold DFGR among their 50 largest positions, worth $2.6B combined. The biggest bets by portfolio weight are LifeGuide Financial Advisors, LLC (20.7%), Verisail Partners, LLC (9.0%) and Guardian Wealth Management, LLC (6.9%). In their latest 13Fs, 1 manager opened a new position and 55 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Forum Financial Management, LPWealth manager | 6.5% | $500.8M | 18,513,312 | +2.9% shares | Q3 2026 |
| Savant Capital, LLCWealth manager | 1.3% | $444.6M | 15,348,111 | +20.4% shares | Q2 2026 |
| JMG Financial Group, Ltd.Wealth manager | 4.7% | $194.4M | 6,710,457 | +5.8% shares | Q2 2026 |
| Brighton Jones LLCWealth manager | 1.6% | $87.8M | 3,030,424 | +8.3% shares | Q2 2026 |
| TCI Wealth Advisors, Inc.Wealth manager | 3.5% | $81.3M | 2,805,784 | +0.8% shares | Q2 2026 |
| Wealthspire Advisors, LLCWealth manager | 0.4% | $80.5M | 2,777,041 | +0.8% shares | Q2 2026 |
| LifeGuide Financial Advisors, LLCWealth manager | 20.7% | $73.8M | 2,726,735 | +5.1% shares | Q3 2026 |
| Focus Partners Advisor Solutions, LLCInvestment manager | 0.5% | $62.8M | 2,168,246 | +22.0% shares | Q2 2026 |
| DiNuzzo Private Wealth, Inc.Wealth manager | 5.1% | $50.9M | 1,881,608 | +2.0% shares | Q3 2026 |
| Maseco LLPWealth manager | 1.3% | $46.4M | 1,714,336 | +6.5% shares | Q3 2026 |
| Rockwood Wealth Management, LLCWealth manager | 2.1% | $35.5M | 1,311,919 | +13.9% shares | Q3 2026 |
| Summit Financial Strategies, Inc.Wealth manager | 2.4% | $34.7M | 1,283,775 | +15.0% shares | Q3 2026 |
| Rather & Kittrell, Inc.Wealth manager | 4.8% | $34.6M | 1,193,486 | +7.5% shares | Q2 2026 |
| Creative Capital Management Investments LLCWealth manager | 6.7% | $29.9M | 1,104,840 | +5.5% shares | Q3 2026 |
| Financial Plan, Inc.Wealth manager | 2.8% | $29.1M | 1,006,202 | +8.5% shares | Q2 2026 |
| Great Waters Wealth ManagementWealth manager | 2.5% | $28.3M | 1,044,549 | +9.8% shares | Q3 2026 |
| WPWealth LLPWealth manager | 4.0% | $26.9M | 927,899 | -3.7% shares | Q2 2026 |
| Wescott Financial Advisory Group, LLCWealth manager | 2.0% | $26.0M | 898,892 | -1.0% shares | Q2 2026 |
| Guardian Wealth Management, LLCWealth manager | 6.9% | $24.4M | 902,108 | -1.1% shares | Q3 2026 |
| Verisail Partners, LLCWealth manager | 9.0% | $24.3M | 898,531 | +3.2% shares | Q3 2026 |
| Index Fund Advisors, Inc.Wealth manager | 0.9% | $23.7M | 819,333 | -7.1% shares | Q2 2026 |
| Willow Creek Wealth Management Inc.Wealth manager | 1.5% | $23.4M | 866,822 | +4.1% shares | Q3 2026 |
| Quantum Financial Advisors, LLCInstitutional asset manager | 1.9% | $18.9M | 653,829 | +1.2% shares | Q2 2026 |
| Wealth Management NebraskaInstitutional asset manager | 1.6% | $18.8M | 693,350 | +5.1% shares | Q3 2026 |
| Rs Crum Inc.Wealth manager | 3.5% | $18.6M | 685,906 | +1.7% shares | Q3 2026 |
| Integris Wealth Management, LLCWealth manager | 3.6% | $18.5M | 683,213 | +5.6% shares | Q3 2026 |
| Level Financial AdvisorsWealth manager | 3.9% | $17.9M | 660,036 | +6.8% shares | Q3 2026 |
| Private Wealth Management Group, LLCWealth manager | 4.0% | $17.6M | 650,635 | +5.2% shares | Q3 2026 |
| Evanson Financial, LLCWealth manager | 0.8% | $16.2M | 597,561 | +4.0% shares | Q3 2026 |
| Aspen Capital Management, LLCWealth manager | 3.5% | $16.0M | 553,939 | +1.3% shares | Q2 2026 |
The 30 largest of 149 positions, by value. Each manager counts with its latest 13F (Q3 2026: 72, Q2 2026: 75, Q1 2026: 2). Screen DFGR in the grand portfolio →
DFGR stock trades by members of Congress
No member of Congress has disclosed a trade in DFGR.
DFGR questions and answers
Are insiders buying DFGR stock?
No open-market insider purchases or sales of DFGR were filed in the last 90 days.
Which hedge funds own DFGR?
149 13F filers hold DFGR among their 50 largest positions, worth $2.6B combined. The biggest bets by portfolio weight are LifeGuide Financial Advisors, LLC (20.7%), Verisail Partners, LLC (9.0%) and Guardian Wealth Management, LLC (6.9%). In their latest 13Fs, 1 manager opened a new position and 55 added to one.
Has Congress traded DFGR?
No member of Congress has disclosed a trade in DFGR.
Who is the largest holder of DFGR?
Among 13F filers, Forum Financial Management, LP reports the largest DFGR position, $500.8M (18,513,312 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is LifeGuide Financial Advisors, LLC's: 20.7% of its portfolio.
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