DFGR

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$29.95

-0.23 (-0.76%)

USD · as of 2026-07-30 · marketstack

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Institutional ownership· 13F filers holding DFGR · 2026-Q1 methodology → sources →

313 holders

FUNDDIMENSIONAL ETF TRUSTA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

100,161,798

Reporting holders

313

% of shares outstanding is not shown for DFGR: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.

Active share of register98.0%306 active filers

Index / screened out2.0%7 filers

Reporting holders3132026-Q1

Top-10 concentration55.1%

HHI0.0585

Effective holders17.1

Crowding percentile—

Crowding percentile withheld — no market cap for DFGR in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 313 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Forum Financial Management, LP	17,521,86217.5M	$466M	—	ADD 5%
2	Savant Capital, LLC	12,749,01312.7M	$339M	—	ADD 22%
3	JMG Financial Group, Ltd.	6,344,1116.3M	$169M	—	ADD 11%
4	Focus Partners Wealth	4,074,6404.1M	$108M	—	—
5	BRIGHTON JONES LLC	2,798,2162.8M	$74M	—	ADD 7%
6	TCI Wealth Advisors, Inc.	2,784,6842.8M	$74M	—	ADD 5%
7	Wealthspire Advisors, LLC	2,755,2562.8M	$73M	—	—
8	LifeGuide Financial Advisors, LLC	2,509,6202.5M	$67M	—	ADD 4%
9	DiNuzzo Private Wealth, Inc.	1,839,5171.8M	$49M	—	—
10	Focus Partners Advisor Solutions, LLC	1,777,1011.8M	$47M	—	ADD 2499%
11	MASECO LLP	1,556,1091.6M	$41M	—	ADD 6%
12	LPL Financial LLC	1,218,3811.2M	$32M	—	ADD 4%
13	Rather & Kittrell, Inc.	1,109,9001.1M	$30M	—	ADD 8%
14	Summit Financial Strategies, Inc.	1,062,1001.1M	$28M	—	ADD 11%
15	Rockwood Wealth Management, LLC	1,006,5111.0M	$27M	—	ADD 12%
16	WPWealth LLP	963,275963,275	$26M	—	ADD 3%
17	Financial Plan, Inc.	927,539927,539	$25M	—	ADD 9%
18	Wescott Financial Advisory Group, LLC	908,162908,162	$24M	—	TRIM -7%
19	Guardian Wealth Management, LLC	905,321905,321	$24M	—	ADD 4%
20	Creative Capital Management Investments LLC	898,626898,626	$24M	—	ADD 12%
21	Great Waters Wealth Management	888,367888,367	$24M	—	ADD 7%
22	Index Fund Advisors, Inc.	881,680881,680	$23M	—	ADD 3%
23	Verisail Partners, LLC	862,304862,304	$23M	—	ADD 2%
24	OneDigital Investment Advisors LLC	820,150820,150	$22M	—	ADD 2%
25	Beacon Pointe Advisors, LLC	813,973813,973	$22M	—	TRIM -11%
26	CWM, LLC	705,922705,922	$19M	—	ADD 22%
27	RS CRUM INC.	665,326665,326	$18M	—	ADD 4%
28	Quantum Financial Advisors, LLC	646,029646,029	$17M	—	—
29	Wealth Management Nebraska	620,513620,513	$16M	—	ADD 10%
30	Integris Wealth Management, LLC	610,267610,267	$16M	—	ADD 3%
31	Private Wealth Management Group, LLC	608,166608,166	$16M	—	ADD 7%
32	JANE STREET GROUP, LLC	601,668601,668	$16M	—	ADD 197%
33	Corient Private Wealth LLC	583,571583,571	$16M	—	TRIM -57%
34	Level Financial Advisors	582,284582,284	$15M	—	ADD 10%
35	Evanson Asset Management, LLC	562,453562,453	$15M	—	ADD 25%
36	Planning Center, Inc.	547,107547,107	$15M	—	—
37	Aspen Capital Management, LLC	546,636546,636	$15M	—	—
38	Syverson Strege & Co	476,086476,086	$13M	—	—
39	Geometric Wealth Advisors	444,723444,723	$12M	—	ADD 5%
40	COMMONWEALTH EQUITY SERVICES, LLC	439,043439,043	$12M	—	ADD 5%
41	HARBOUR INVESTMENTS, INC.	434,842434,842	$12M	—	ADD 32%
42	Vestmark Advisory Solutions, Inc.	411,583411,583	$11M	—	ADD 37%
43	Sprinkle Financial Consultants LLC	375,364375,364	$10M	—	ADD 5%
44	Elser Financial Planning, Inc	364,322364,322	$10M	—	NEW
45	Apella Capital, LLC	330,207330,207	$10M	—	ADD 2%
46	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	359,686359,686	$10M	—	ADD 3%
47	American Investment Services, Inc.	358,613358,613	$10M	—	ADD 7%
48	XY Planning Network, Inc.	346,201346,201	$9M	—	ADD 12%
49	Allworth Financial LP	338,740338,740	$9M	—	ADD 79%
50	ENVESTNET ASSET MANAGEMENT INC	336,697336,697	$9M	—	ADD 24%
51	AWM CAPITAL, LLC	333,037333,037	$9M	—	ADD 4%
52	SJS Investment Consulting Inc.	329,549329,549	$9M	—	ADD 11%
53	North Ridge Wealth Advisors, Inc.	314,570314,570	$8M	—	ADD 7%
54	REAP Financial Group, LLC	314,019314,019	$8M	—	ADD 12%
55	GREAT LAKES ADVISORS, LLC	274,860274,860	$7M	—	ADD 119%
56	RFG Advisory, LLC	273,464273,464	$7M	—	TRIM -3%
57	Wealth Architects, LLC	269,415269,415	$7M	—	ADD 4%
58	McLean Asset Management Corp	267,340267,340	$7M	—	ADD 81%
59	GeoWealth Management, LLC	263,669263,669	$7M	—	ADD 11%
60	Arax Advisory Partners	256,897256,897	$7M	—	TRIM -66%
61	Burk Holdings LLC	254,363254,363	$7M	—	ADD 7%
62	Peirce Capital Management, LLC	253,023253,023	$7M	—	—
63	CogentBlue Wealth Advisors, LLC	245,059245,059	$7M	—	—
64	Tilson Financial Group, Inc.	244,197244,197	$6M	—	ADD 9%
65	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	235,644235,644	$6M	—	TRIM -17%
66	Sterling Financial Planning, Inc.	235,258235,258	$6M	—	ADD 7%
67	AdvisorNet Financial, Inc	215,422215,422	$6M	—	ADD 6%
68	Henrickson Nauta Wealth Advisors, Inc.	214,005214,005	$6M	—	TRIM -38%
69	Forum Private Client Group LLC	211,347211,347	$6M	—	ADD 10%
70	Parkshore Wealth Management, Inc.	210,980210,980	$6M	—	TRIM -27%
71	HFM Investment Advisors, LLC	205,466205,466	$5M	—	ADD 11%
72	Greenspring Advisors, LLC	204,167204,167	$5M	—	ADD 9%
73	New Dimensions Wealth Management, LLC	197,838197,838	$5M	—	ADD 2%
74	Shotwell Rutter Baer Inc	195,171195,171	$5M	—	ADD 5%
75	Parkwoods Wealth Partners, LLC	194,292194,292	$5M	—	ADD 72%
76	Vawter Financial, Ltd.	191,972191,972	$5M	—	ADD 4%
77	Ruedi Wealth Management, Inc.	190,966190,966	$5M	—	ADD 10%
78	New Capital Management LP	190,634190,634	$5M	—	ADD 28%
79	LAM GROUP, INC.	188,110188,110	$5M	—	TRIM -7%
80	AlTi Global, Inc.	179,651179,651	$5M	—	—
81	Integrity Advisory Solutions, LLC	178,855178,855	$5M	—	ADD 12%
82	Clarity Wealth Development LLC	178,255178,255	$5M	—	ADD 4%
83	JDH Wealth Management, LLC	176,715176,715	$5M	—	ADD 5%
84	von Borstel & Associates, Inc.	176,632176,632	$5M	—	ADD 3%
85	Balanced Rock Investment Advisors LLC	175,769175,769	$5M	—	ADD 3%
86	Financial Engines Advisors L.L.C.	172,186172,186	$5M	—	TRIM -34%
87	Spire Wealth Management	171,325171,325	$5M	—	ADD 13%
88	EP Wealth Advisors, LLC	169,563169,563	$5M	—	TRIM -18%
89	Colorado Capital Management, Inc.	166,463166,463	$4M	—	ADD 8%
90	Pathstone Holdings, LLC	165,547165,547	$4M	—	—
91	Farther Finance Advisors, LLC	164,068164,068	$4M	—	ADD 7%
92	EverSource Wealth Advisors, LLC	163,087163,087	$4M	—	TRIM -13%
93	JPMORGAN CHASE & CO	161,710161,710	$4M	—	—
94	Cherry Tree Wealth Management, LLC	157,447157,447	$4M	—	ADD 5%
95	COOPER/HAIMS ADVISORS, LLC	152,889152,889	$4M	—	ADD 4%
96	VESTIA PERSONAL WEALTH ADVISORS	149,240149,240	$4M	—	ADD 21%
97	OSAIC HOLDINGS, INC.	147,038147,038	$4M	—	TRIM -4%
98	INTEGRITY ALLIANCE, LLC.	146,346146,346	$4M	—	ADD 5%
99	Betterment LLC	144,297144,297	$4M	—	ADD 2%
100	Physician Wealth Solutions Inc.	139,040139,040	$4M	—	ADD 37%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 234 bought / 94 sold · net +7,237,456 shares · 16.2d of ADV

Bought234 filers

Shares: 10,558,161
Value: $281M
Opened: 31 · 792,943 sh
Days of ADV: 23.7d

Sold94 filers

Shares: 3,320,705
Value: $88M
Closed: 30 · 1,165,686 sh
Days of ADV: 7.5d

Net (all filers) +7,237,456 sh · $192M · 7.8% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Forum Financial Management, LP

14.0M

14.2M

14.5M

15.5M

16.6M

17.5M

$466M

Savant Capital, LLC

4.6M

5.4M

6.7M

7.7M

10.4M

12.7M

$339M

JMG Financial Group, Ltd.

4.0M

4.8M

5.0M

5.4M

5.7M

6.3M

$169M

Focus Partners Wealth

6.1M

3.2M

3.6M

4.0M

4.1M

$108M

BRIGHTON JONES LLC

2.0M

2.1M

2.2M

2.4M

2.6M

2.8M

$74M

TCI Wealth Advisors, Inc.

1.3M

1.6M

1.9M

2.3M

2.7M

2.8M

$74M

Wealthspire Advisors, LLC

2.4M

2.5M

2.7M

2.8M

$73M

LifeGuide Financial Advisors, LLC

—

2.1M

2.2M

2.4M

2.5M

$67M

DiNuzzo Private Wealth, Inc.

1.6M

1.7M

1.8M

$49M

Focus Partners Advisor Solutions, LLC

1.1M

1.2M

959K

68K

1.8M

$47M

MASECO LLP

—

1.4M

1.5M

1.6M

$41M

LPL Financial LLC

766K

943K

975K

1.1M

1.2M

$32M

Rather & Kittrell, Inc.

550K

669K

738K

862K

1.0M

1.1M

$30M

Summit Financial Strategies, Inc.

741K

808K

831K

869K

957K

1.1M

$28M

Rockwood Wealth Management, LLC

61K

185K

535K

713K

901K

1.0M

$27M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	313	100,161,798	—	$2.7B
2025-Q4	312	92,924,342	—	$2.5B
2025-Q3	278	80,598,847	—	$2.2B
2025-Q2	261	76,112,184	—	$2.0B

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

▸Register gapwho owns your peers and not you

13F

Institutional ownership· 13F filers holding DFGR · 2026-Q1 methodology → sources →

313 holders

% of shares outstanding held

—

Shares held (13F)

100,161,798

Reporting holders

313

Active share of register98.0%306 active filers

Index / screened out2.0%7 filers

Reporting holders3132026-Q1

Top-10 concentration55.1%

HHI0.0585

Effective holders17.1

Crowding percentile—

Crowding percentile withheld — no market cap for DFGR in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 313 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Forum Financial Management, LP	17,521,86217.5M	$466M	—	ADD 5%
2	Savant Capital, LLC	12,749,01312.7M	$339M	—	ADD 22%
3	JMG Financial Group, Ltd.	6,344,1116.3M	$169M	—	ADD 11%
4	Focus Partners Wealth	4,074,6404.1M	$108M	—	—
5	BRIGHTON JONES LLC	2,798,2162.8M	$74M	—	ADD 7%
6	TCI Wealth Advisors, Inc.	2,784,6842.8M	$74M	—	ADD 5%
7	Wealthspire Advisors, LLC	2,755,2562.8M	$73M	—	—
8	LifeGuide Financial Advisors, LLC	2,509,6202.5M	$67M	—	ADD 4%
9	DiNuzzo Private Wealth, Inc.	1,839,5171.8M	$49M	—	—
10	Focus Partners Advisor Solutions, LLC	1,777,1011.8M	$47M	—	ADD 2499%
11	MASECO LLP	1,556,1091.6M	$41M	—	ADD 6%
12	LPL Financial LLC	1,218,3811.2M	$32M	—	ADD 4%
13	Rather & Kittrell, Inc.	1,109,9001.1M	$30M	—	ADD 8%
14	Summit Financial Strategies, Inc.	1,062,1001.1M	$28M	—	ADD 11%
15	Rockwood Wealth Management, LLC	1,006,5111.0M	$27M	—	ADD 12%
16	WPWealth LLP	963,275963,275	$26M	—	ADD 3%
17	Financial Plan, Inc.	927,539927,539	$25M	—	ADD 9%
18	Wescott Financial Advisory Group, LLC	908,162908,162	$24M	—	TRIM -7%
19	Guardian Wealth Management, LLC	905,321905,321	$24M	—	ADD 4%
20	Creative Capital Management Investments LLC	898,626898,626	$24M	—	ADD 12%
21	Great Waters Wealth Management	888,367888,367	$24M	—	ADD 7%
22	Index Fund Advisors, Inc.	881,680881,680	$23M	—	ADD 3%
23	Verisail Partners, LLC	862,304862,304	$23M	—	ADD 2%
24	OneDigital Investment Advisors LLC	820,150820,150	$22M	—	ADD 2%
25	Beacon Pointe Advisors, LLC	813,973813,973	$22M	—	TRIM -11%
26	CWM, LLC	705,922705,922	$19M	—	ADD 22%
27	RS CRUM INC.	665,326665,326	$18M	—	ADD 4%
28	Quantum Financial Advisors, LLC	646,029646,029	$17M	—	—
29	Wealth Management Nebraska	620,513620,513	$16M	—	ADD 10%
30	Integris Wealth Management, LLC	610,267610,267	$16M	—	ADD 3%
31	Private Wealth Management Group, LLC	608,166608,166	$16M	—	ADD 7%
32	JANE STREET GROUP, LLC	601,668601,668	$16M	—	ADD 197%
33	Corient Private Wealth LLC	583,571583,571	$16M	—	TRIM -57%
34	Level Financial Advisors	582,284582,284	$15M	—	ADD 10%
35	Evanson Asset Management, LLC	562,453562,453	$15M	—	ADD 25%
36	Planning Center, Inc.	547,107547,107	$15M	—	—
37	Aspen Capital Management, LLC	546,636546,636	$15M	—	—
38	Syverson Strege & Co	476,086476,086	$13M	—	—
39	Geometric Wealth Advisors	444,723444,723	$12M	—	ADD 5%
40	COMMONWEALTH EQUITY SERVICES, LLC	439,043439,043	$12M	—	ADD 5%
41	HARBOUR INVESTMENTS, INC.	434,842434,842	$12M	—	ADD 32%
42	Vestmark Advisory Solutions, Inc.	411,583411,583	$11M	—	ADD 37%
43	Sprinkle Financial Consultants LLC	375,364375,364	$10M	—	ADD 5%
44	Elser Financial Planning, Inc	364,322364,322	$10M	—	NEW
45	Apella Capital, LLC	330,207330,207	$10M	—	ADD 2%
46	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	359,686359,686	$10M	—	ADD 3%
47	American Investment Services, Inc.	358,613358,613	$10M	—	ADD 7%
48	XY Planning Network, Inc.	346,201346,201	$9M	—	ADD 12%
49	Allworth Financial LP	338,740338,740	$9M	—	ADD 79%
50	ENVESTNET ASSET MANAGEMENT INC	336,697336,697	$9M	—	ADD 24%
51	AWM CAPITAL, LLC	333,037333,037	$9M	—	ADD 4%
52	SJS Investment Consulting Inc.	329,549329,549	$9M	—	ADD 11%
53	North Ridge Wealth Advisors, Inc.	314,570314,570	$8M	—	ADD 7%
54	REAP Financial Group, LLC	314,019314,019	$8M	—	ADD 12%
55	GREAT LAKES ADVISORS, LLC	274,860274,860	$7M	—	ADD 119%
56	RFG Advisory, LLC	273,464273,464	$7M	—	TRIM -3%
57	Wealth Architects, LLC	269,415269,415	$7M	—	ADD 4%
58	McLean Asset Management Corp	267,340267,340	$7M	—	ADD 81%
59	GeoWealth Management, LLC	263,669263,669	$7M	—	ADD 11%
60	Arax Advisory Partners	256,897256,897	$7M	—	TRIM -66%
61	Burk Holdings LLC	254,363254,363	$7M	—	ADD 7%
62	Peirce Capital Management, LLC	253,023253,023	$7M	—	—
63	CogentBlue Wealth Advisors, LLC	245,059245,059	$7M	—	—
64	Tilson Financial Group, Inc.	244,197244,197	$6M	—	ADD 9%
65	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	235,644235,644	$6M	—	TRIM -17%
66	Sterling Financial Planning, Inc.	235,258235,258	$6M	—	ADD 7%
67	AdvisorNet Financial, Inc	215,422215,422	$6M	—	ADD 6%
68	Henrickson Nauta Wealth Advisors, Inc.	214,005214,005	$6M	—	TRIM -38%
69	Forum Private Client Group LLC	211,347211,347	$6M	—	ADD 10%
70	Parkshore Wealth Management, Inc.	210,980210,980	$6M	—	TRIM -27%
71	HFM Investment Advisors, LLC	205,466205,466	$5M	—	ADD 11%
72	Greenspring Advisors, LLC	204,167204,167	$5M	—	ADD 9%
73	New Dimensions Wealth Management, LLC	197,838197,838	$5M	—	ADD 2%
74	Shotwell Rutter Baer Inc	195,171195,171	$5M	—	ADD 5%
75	Parkwoods Wealth Partners, LLC	194,292194,292	$5M	—	ADD 72%
76	Vawter Financial, Ltd.	191,972191,972	$5M	—	ADD 4%
77	Ruedi Wealth Management, Inc.	190,966190,966	$5M	—	ADD 10%
78	New Capital Management LP	190,634190,634	$5M	—	ADD 28%
79	LAM GROUP, INC.	188,110188,110	$5M	—	TRIM -7%
80	AlTi Global, Inc.	179,651179,651	$5M	—	—
81	Integrity Advisory Solutions, LLC	178,855178,855	$5M	—	ADD 12%
82	Clarity Wealth Development LLC	178,255178,255	$5M	—	ADD 4%
83	JDH Wealth Management, LLC	176,715176,715	$5M	—	ADD 5%
84	von Borstel & Associates, Inc.	176,632176,632	$5M	—	ADD 3%
85	Balanced Rock Investment Advisors LLC	175,769175,769	$5M	—	ADD 3%
86	Financial Engines Advisors L.L.C.	172,186172,186	$5M	—	TRIM -34%
87	Spire Wealth Management	171,325171,325	$5M	—	ADD 13%
88	EP Wealth Advisors, LLC	169,563169,563	$5M	—	TRIM -18%
89	Colorado Capital Management, Inc.	166,463166,463	$4M	—	ADD 8%
90	Pathstone Holdings, LLC	165,547165,547	$4M	—	—
91	Farther Finance Advisors, LLC	164,068164,068	$4M	—	ADD 7%
92	EverSource Wealth Advisors, LLC	163,087163,087	$4M	—	TRIM -13%
93	JPMORGAN CHASE & CO	161,710161,710	$4M	—	—
94	Cherry Tree Wealth Management, LLC	157,447157,447	$4M	—	ADD 5%
95	COOPER/HAIMS ADVISORS, LLC	152,889152,889	$4M	—	ADD 4%
96	VESTIA PERSONAL WEALTH ADVISORS	149,240149,240	$4M	—	ADD 21%
97	OSAIC HOLDINGS, INC.	147,038147,038	$4M	—	TRIM -4%
98	INTEGRITY ALLIANCE, LLC.	146,346146,346	$4M	—	ADD 5%
99	Betterment LLC	144,297144,297	$4M	—	ADD 2%
100	Physician Wealth Solutions Inc.	139,040139,040	$4M	—	ADD 37%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 234 bought / 94 sold · net +7,237,456 shares · 16.2d of ADV

Bought234 filers

Shares: 10,558,161
Value: $281M
Opened: 31 · 792,943 sh
Days of ADV: 23.7d

Sold94 filers

Shares: 3,320,705
Value: $88M
Closed: 30 · 1,165,686 sh
Days of ADV: 7.5d

Net (all filers) +7,237,456 sh · $192M · 7.8% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Forum Financial Management, LP

14.0M

14.2M

14.5M

15.5M

16.6M

17.5M

$466M

Savant Capital, LLC

4.6M

5.4M

6.7M

7.7M

10.4M

12.7M

$339M

JMG Financial Group, Ltd.

4.0M

4.8M

5.0M

5.4M

5.7M

6.3M

$169M

Focus Partners Wealth

6.1M

3.2M

3.6M

4.0M

4.1M

$108M

BRIGHTON JONES LLC

2.0M

2.1M

2.2M

2.4M

2.6M

2.8M

$74M

TCI Wealth Advisors, Inc.

1.3M

1.6M

1.9M

2.3M

2.7M

2.8M

$74M

Wealthspire Advisors, LLC

2.4M

2.5M

2.7M

2.8M

$73M

LifeGuide Financial Advisors, LLC

—

2.1M

2.2M

2.4M

2.5M

$67M

DiNuzzo Private Wealth, Inc.

1.6M

1.7M

1.8M

$49M

Focus Partners Advisor Solutions, LLC

1.1M

1.2M

959K

68K

1.8M

$47M

MASECO LLP

—

1.4M

1.5M

1.6M

$41M

LPL Financial LLC

766K

943K

975K

1.1M

1.2M

$32M

Rather & Kittrell, Inc.

550K

669K

738K

862K

1.0M

1.1M

$30M

Summit Financial Strategies, Inc.

741K

808K

831K

869K

957K

1.1M

$28M

Rockwood Wealth Management, LLC

61K

185K

535K

713K

901K

1.0M

$27M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	313	100,161,798	—	$2.7B
2025-Q4	312	92,924,342	—	$2.5B
2025-Q3	278	80,598,847	—	$2.2B
2025-Q2	261	76,112,184	—	$2.0B

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13F

DFGR☆

Institutional ownership· 13F filers holding DFGR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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Institutional ownership· 13F filers holding DFGR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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DFGR