DGCB institutional holders

DIMENSIONAL ETF TRUST · 13F, 2026Q2

Managers holding135
Shares held15,402,133
Reported value$841.9m
Quarter flows21 new, 81 added, 20 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Vestmark Advisory Solutions, Inc.1,541,232$84.3m0.8%
Integrity Advisory Solutions, LLC1,342,334$73.4m7.6%
BANK OF AMERICA CORP /DE/990,203$54.1m0.0%
INTEGRITY ALLIANCE, LLC.905,653$49.5m1.5%
ENVESTNET ASSET MANAGEMENT INC819,826$44.8m0.0%
Three Arch Wealth Management LLC571,496$31.2m4.8%
Tencap Wealth Coaching, LLC458,254$25.1m8.0%
Allworth Financial LP386,625$21.1m0.1%
Wealth Advisors Northwest LLC382,291$20.9m7.1%
OneDigital Investment Advisors LLC351,603$19.2m0.2%
Integrated Wealth Concepts LLC328,375$18.0m0.1%
DiNuzzo Private Wealth, Inc.322,435$17.6m1.7%
AA Financial Advisors, LLC321,150$17.6m2.1%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC316,126$17.3m0.0%
DRAVO BAY LLC309,509$16.9m5.9%
GOLDMAN SACHS GROUP INC306,515$16.8m0.0%
RFG Advisory, LLC285,441$15.6m0.2%
Mattern Wealth Management LLC275,196$15.0m2.5%
COMMONWEALTH EQUITY SERVICES, LLC232,728$12.7m0.0%
IMA Advisory Services, Inc.201,876$11.0m0.7%
NewEdge Advisors, LLC199,814$10.9m0.0%
PARK AVENUE SECURITIES LLC189,811$10.4m0.1%
Baird Financial Group, Inc.188,195$10.3m0.0%
Betterment LLC175,871$9.6m0.0%
Outbound Financial Inc174,986$9.6m6.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DGCB"). DGCB price history · All 13F data

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