DIMENSIONAL ETF TRUST

$DFGX
← All companies Sign in to track
Institutional coverage

155 13F filers hold $DFGX.

13F holders
155
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

4 holders · Q1 2026

$DFGX is held by 4 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.10%, with an average of 0.04% of portfolio. Largest holder: Level Financial Advisors at 0.10%. 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
0.10% held
α +30.9pts
02
Linscomb Wealth, Inc.
0.05% held
α +32.6pts
03
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
04
Citigroup Inc.
0.00% held
α +26.3pts

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 155 · Source: 13F-HR
01
Secure Asset Management, LLC
1.68% of portfolio
2,130,939 sh
02
Gouws Capital LLC
8.25% of portfolio
1,552,569 sh
03
Clarity Wealth Advisors, LLC
5.93% of portfolio
717,238 sh
04
Hilltop National Bank
1.80% of portfolio
707,855 sh
05
Clear Street Derivatives LLC
5.81% of portfolio
703,946 sh
06
Petra Financial Advisors Inc.
11.25% of portfolio
699,862 sh
07
Savant Capital, LLC
0.21% of portfolio
694,290 sh
08
Financial Alternatives, Inc
3.93% of portfolio
678,537 sh
09
Fjell Capital, LLC
8.61% of portfolio
660,407 sh
10
Elser Financial Planning, Inc
24.18% of portfolio
635,207 sh
See all 155 13F holders · Pro →

Insider activity · last 90 days

No insider activity

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

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $DFGX 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 10:03 UTC.