DGCBDIMENSIONAL ETF TRUST
CUSIP 25434V567 · Yahoo Finance ↗ · Google Finance ↗
Dimensional Etf Trust (DGCB) has 121 institutional holders in Filings Flow’s 13F database, together reporting 12.53M shares worth $646M as of Q1 2026. The largest reported holders are Vestmark Advisory Solutions, Inc., Integrity Advisory Solutions, LLC, and Mach-1 Financial Group, LLC.
Institutional Holders
121
Q1 2026
Reported Value
$646M
Ticker
DGCB
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Tencap Wealth Coaching, LLC$266M AUM | 8.98% | $24M | 440.4K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 8.39% | $64M | 1.17M | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 7.66% | $48M | 865.5K | Q3 2025OLDER |
| E-Wealth Partners, LLC$124M AUM | 6.90% | $9M | 157.9K | Q2 2026 |
| Wealth Advisors Northwest LLC$238M AUM | 6.38% | $15M | 280.9K | Q1 2026OLDER |
| DRAVO BAY LLC$246M AUM | 5.88% | $14M | 267.2K | Q1 2026OLDER |
| APS Management Group, Inc.$130M AUM | 5.85% | $8M | 139.1K | Q2 2026 |
| Three Arch Wealth Management LLC$556M AUM | 5.45% | $30M | 559.6K | Q1 2026OLDER |
| SageOak Financial, LLC$142M AUM | 4.99% | $7M | 131.3K | Q1 2026OLDER |
| Optimus Capital Advisors, LLC$186M AUM | 3.28% | $6M | 111.8K | Q2 2026 |
| Cogent Private Wealth, Inc.$139M AUM | 3.06% | $4M | 78.4K | Q1 2026OLDER |
| Mattern Wealth Management LLC$513M AUM | 2.81% | $14M | 266.2K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 2.41% | $17M | 316.3K | Q1 2026OLDER |
| HEFFERNAN ADVISORY, INC$108M AUM | 2.34% | $3M | 46.7K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 1.92% | $5M | 100.8K | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 1.90% | $18M | 325.4K | Q1 2026OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 1.79% | $3M | 53.8K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 1.73% | $46M | 842.7K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 1.00% | $3M | 49.4K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.93% | $83M | 1.54M | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.92% | $3M | 49.9K | Q2 2026 |
| Two West Capital Advisors LLC$189M AUM | 0.88% | $2M | 30.7K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.63% | $1M | 23.7K | Q3 2025OLDER |
| Meredith Wealth Planning$369M AUM | 0.63% | $2M | 42.9K | Q1 2026OLDER |
| Daner Wealth Management, LLC$170M AUM | 0.57% | $937,332 | 17.1K | Q4 2025OLDER |
| Porter White Investment Advisors, Inc.$250M AUM | 0.53% | $1M | 24.3K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.52% | $1M | 25.3K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.46% | $533,119 | 9.8K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.43% | $8M | 141.0K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.35% | $523,781 | 9.4K | Q1 2026OLDER |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 0.34% | $1M | 25.3K | Q2 2026 |
| Kane Co Wealth Management, Inc.$119M AUM | 0.33% | $395,183 | 7.3K | Q1 2026OLDER |
| MASTER'S WEALTH MANAGEMENT INC.$295M AUM | 0.30% | $880,327 | 16.3K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.28% | $776,886 | 14.4K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.27% | $522,022 | 9.6K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.27% | $15M | 272.0K | Q1 2026OLDER |
| Foundry Financial LLC$236M AUM | 0.25% | $584,290 | 10.8K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.23% | $267,461 | 4.9K | Q1 2026OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 0.23% | $823,497 | 15.2K | Q1 2026OLDER |
| Williams & Novak, LLC$151M AUM | 0.22% | $334,252 | 6.1K | Q2 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.21% | $8M | 137.5K | Q2 2026 |
| Selective Wealth Management, Inc.$338M AUM | 0.18% | $612,809 | 11.3K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.17% | $2M | 41.6K | Q4 2025OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 0.17% | $358,141 | 6.6K | Q1 2026OLDER |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.17% | $867,404 | 15.6K | Q3 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.16% | $17M | 308.7K | Q1 2026OLDER |
| Index Fund Advisors, Inc.$2.2B AUM | 0.15% | $3M | 61.5K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.15% | $6M | 112.5K | Q4 2025OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.13% | $579,079 | 10.7K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.13% | $935,926 | 17.3K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.13% | $9M | 164.1K | Q2 2026 |
| Pinnacle Family Advisors, LLC$213M AUM | 0.10% | $222,385 | 4.1K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.10% | $3M | 47.1K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.10% | $2M | 31.6K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.09% | $389,345 | 7.1K | Q2 2026 |
| PFG Advisors$2.1B AUM | 0.08% | $2M | 30.9K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.08% | $2M | 39.8K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.07% | $349,995 | 6.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.07% | $9M | 169.1K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.07% | $2M | 34.3K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.07% | $2M | 33.9K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.07% | $108,973 | 2.0K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$432M AUM | 0.06% | $271,218 | 5.0K | Q2 2026 |
| Allworth Financial LP$24.7B AUM | 0.06% | $15M | 275.4K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.06% | $369,224 | 6.8K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.06% | $2M | 34.7K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.05% | $653,862 | 12.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.05% | $5M | 92.0K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.04% | $339,577 | 6.3K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.04% | $60,414 | 1.1K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.04% | $3M | 54.9K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.04% | $10M | 188.0K | Q2 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.04% | $4M | 79.1K | Q1 2026OLDER |
| Austin Asset Management Co Inc$608M AUM | 0.04% | $213,291 | 3.9K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.03% | $2M | 35.0K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.03% | $460,524 | 8.5K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 22.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 118.1K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $646,940 | 11.9K | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $717,450 | 13.3K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.02% | $1M | 19.7K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $12M | 222.2K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $848,937 | 15.6K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $1M | 24.1K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $605,334 | 11.2K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.01% | $54,135 | 1.0K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $867,237 | 16.0K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $144,052 | 2.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $36M | 656.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $391,035 | 7.2K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.01% | $54,947 | 1.0K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $522,731 | 9.7K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $266,180 | 4.9K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.01% | $75,084 | 1.4K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $255,456 | 4.7K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $4M | 68.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 48.5K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $700,341 | 12.9K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $17M | 316.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $47M | 866.0K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 42.9K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $370,683 | 6.8K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $268,833 | 5.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $572,692 | 10.6K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $468,860 | 8.7K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $60,137 | 1.1K | Q2 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $550,323 | 10.2K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $4M | 65.6K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $6,659 | 123 | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $213,399 | 3.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $40,168 | 742 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $11,799 | 218 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 51.0K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $608,510 | 11.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $468,998 | 8.5K | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $87,811 | 1.6K | Q4 2025OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.00% | $532 | 10 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 28.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 26.2K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $86,020 | 1.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 21.3K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $248,246 | 4.6K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $44,891 | 829 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1M | 25.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $131,635 | 2.4K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $19,001 | 351 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $21,654 | 400 | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $12,698 | 229 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.