DIMENSIONAL ETF TRUST

$DFGR
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Smart money positioned

8 of the Top-200 alpha managers hold $DFGR as of the latest 13F snapshot.

13F holders
3
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

8 holders · Q1 2026

$DFGR is held by 8 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.96%, with an average of 0.79% of portfolio. Largest holder: Level Financial Advisors at 3.96%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Level Financial Advisors
3.96% held
α +30.9pts
02
Avant Financial Advisors LLC
1.59% NEW
α +10.5pts
03
Quarry Hill Advisors, LLC
0.44% NEW
α +11.4pts
04
Windward Private Wealth Management Inc.
0.20% held
α +42.1pts
05
RFG Advisory, LLC
0.13% NEW
α +16.2pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 3 of 3 · Source: 13F-HR
01
Level Financial Advisors
4.00% of portfolio
618,117 sh
02
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
—
62,418 sh
03
Citigroup Inc.
—
15,855 sh

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $DFGR in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $DFGR in the recent window.

Convergence · $DFGR

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 16:18 UTC.