DIMENSIONAL ETF TRUST

$DFGR
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Smart money positioned

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

13F holders
311
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

6 holders · Q1 2026

$DFGR is held by 6 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.96%, with an average of 1.02% 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
RFG Advisory, LLC
0.13% NEW
α +16.2pts
05
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts

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 10 of 311 · Source: 13F-HR
01
Randolph Co Inc
1.64% of portfolio
12,749,013 sh
02
Savant Capital, LLC
1.57% of portfolio
10,439,385 sh
03
Mountain Lake Investment Management LLC
4.64% of portfolio
6,344,111 sh
04
JMG Financial Group, Ltd.
4.23% of portfolio
5,701,658 sh
05
Corre Partners Management, LLC
0.12% of portfolio
4,074,640 sh
06
Blue Bell Private Wealth Management, LLC
3.13% of portfolio
2,798,216 sh
07
Beacon Capital Management, Inc.
3.93% of portfolio
2,784,684 sh
08
Genesis Wealth Advisors, LLC
0.58% of portfolio
2,755,256 sh
09
TCI Wealth Advisors, Inc.
3.87% of portfolio
2,654,516 sh
10
American Trust
21.33% of portfolio
2,509,620 sh
See all 311 13F holders · Pro →

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.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:36 UTC.