DFGR — DIMENSIONAL ETF TRUST

Ownership history in LifeGuide Financial Advisors, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which LifeGuide Financial Advisors, LLC reported a position in DIMENSIONAL ETF TRUST (DFGR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
22.45% (2025 Q1)
Avg. % of fund
21.75%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,412,706 +226,644 +10.4% 21.19% $63.9M $26.42
2025 Q3 ADDED 2,186,062 +1,681 +0.1% 21.73% $59.0M $26.67
2025 Q2 ADDED 2,184,381 +89,551 +4.3% 21.63% $58.6M $26.00
2025 Q1 INITIATED 2,094,830 — — 22.45% $55.0M $25.28
% of Fund (quarterly)    DFGR price (monthly, adj. close)

Other funds also holding DFGR

As of 2025 Q4 — sorted by position size

Creative Capital Management Investments LLC 3Y 6.42% Forum Financial Management, LP 3Y 5.72% DiNuzzo Private Wealth, Inc. 5.22% Sprinkle Financial Consultants LLC 4.78% CogentBlue Wealth Advisors, LLC 4.41% Rather & Kittrell, Inc. 3Y 4.38% North Ridge Wealth Advisors, Inc. 4.34% JMG Financial Group, Ltd. 3Y 7Y 4.23% Private Wealth Management Group, LLC 4.02% TCI Wealth Advisors, Inc. 3Y 7Y 3.87%
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