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Dimensional Global ex US Core Fixed Income ETF (DFGX) Institutional Ownership

Dimensional Global ex US Core Fixed Income ETF logo
$52.62 +0.03 (+0.06%)
Closing price 04/17/2025 04:00 PM Eastern
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$52.62 0.00 (-0.01%)
As of 04/17/2025 04:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional Global ex US Core Fixed Income ETF (NASDAQ:DFGX)

Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$317.37M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$6.06M
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DFGX Institutional Buying and Selling by Quarter

Dimensional Global ex US Core Fixed Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2025Market Street Wealth Management Advisors LLC397,836$20.79M3.5%N/A2.600%
4/18/2025Planning Center Inc.1,235,376$64.55M7.6%+4.7%8.074%
4/17/2025Sowell Financial Services LLC26,047$1.36M0.1%+5.2%0.170%
4/17/2025Verisail Partners LLC381,160$19.92M9.2%+2.9%2.491%
4/17/2025Stewardship Advisors LLC11,897$622K0.2%+15.9%0.078%
4/17/2025Tcfg Wealth Management LLC4,901$256K0.1%-11.9%0.032%
4/16/2025 Lam Group Inc.41,125$2.15M1.6%-35.2%0.269%
4/16/2025 Wealth Advisors Northwest LLC4,643$243K0.2%N/A0.030%
4/15/2025 Greenwood Capital Associates LLC6,026$315K0.0%N/A0.039%
4/15/2025 Two West Capital Advisors LLC4,095$213K0.2%N/A0.027%
4/15/2025 Simplicity Wealth LLC73,317$3.83M0.3%N/A0.479%
4/14/2025 Farther Finance Advisors LLC27,725$1.45M0.0%+56.2%0.181%
4/14/2025 Park Avenue Securities LLC90,183$4.71M0.1%+0.7%0.589%
4/11/2025 KFG Wealth Management LLC4,460$233K0.0%-15.8%0.029%
4/10/2025 Apella Capital LLC936,969$48.67M1.7%+186.3%6.205%
4/9/2025 RFG Advisory LLC6,086$318K0.0%-47.0%0.040%
3/14/2025Tableaux LLC35,851$1.88M1.6%N/A0.266%
2/21/2025Vermillion Wealth Management Inc.141,211$7.39M3.8%N/A1.046%
2/18/2025Elequin Capital LP18,511$968K0.1%N/A0.137%
2/18/2025Note Advisors LLC17,070$893K0.8%N/A0.126%
2/17/2025Clarity Asset Management Inc.1,710$89K0.1%N/A0.013%
2/17/2025Citadel Advisors LLC85,099$4.45M0.0%+153.4%0.630%
2/17/2025Bank of America Corp DE143,625$7.51M0.0%+16.6%1.064%
2/14/2025Jane Street Group LLC84,809$4.44M0.0%-35.3%0.628%
2/14/2025Betterment LLC63,855$3.34M0.0%+2.1%0.473%
2/14/2025OneDigital Investment Advisors LLC89,145$4.66M0.1%+36.8%0.660%
2/14/2025GeoWealth Management LLC291,681$15.26M0.5%+40,131.9%2.161%
2/13/2025Verisail Partners LLC370,423$19.38M9.1%N/A2.744%
2/13/2025CreativeOne Wealth LLC10,755$563K0.0%+27.7%0.080%
2/13/2025Envestnet Asset Management Inc.166,747$8.72M0.0%+8.3%1.235%
2/12/2025Grand Wealth Management LLC527$28K0.0%N/A0.004%
2/12/2025Orion Portfolio Solutions LLC53,672$2.81M0.0%+27.8%0.398%
2/12/2025AssuredPartners Investment Advisors LLC4,420$231K0.0%N/A0.033%
2/11/2025Millstone Evans Group LLC11,621$608K0.4%N/A0.086%
2/11/2025SageOak Financial LLC153,078$8.01M7.3%N/A1.134%
2/10/2025Thrivent Financial for Lutherans4,197$220K0.0%N/A0.031%
2/10/2025Yardley Wealth Management LLC219,254$11.53M5.6%+21.9%1.624%
2/10/2025United Wealth Management LLC576,800$30.18M10.2%N/A4.273%
2/10/2025Commonwealth Equity Services LLC118,367$6.19M0.0%+20.9%0.877%
2/10/2025 Farther Finance Advisors LLC17,755$929K0.0%+71.7%0.132%
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2/10/2025EverSource Wealth Advisors LLC21,038$1.10M0.1%+14.6%0.156%
2/7/2025HighTower Advisors LLC403,426$21.11M0.0%+4.0%2.988%
2/7/2025Sowell Financial Services LLC24,760$1.30M0.1%+21.9%0.183%
2/7/2025Babb Wealth Advisors LLC144,249$7.55M6.1%N/A1.069%
2/6/2025Vestmark Advisory Solutions Inc.185,619$9.71M0.3%+1.3%1.375%
2/6/2025Assetmark Inc.265,851$13.91M0.0%-1.6%1.969%
2/5/2025Smartleaf Asset Management LLC19,901$1.04M0.1%+8.5%0.147%
2/4/2025IFP Advisors Inc11,521$603K0.0%+13.7%0.085%
2/3/2025Private Advisor Group LLC61,748$3.23M0.0%+1,139.9%0.464%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors149,220$7.81M0.3%+64.4%1.122%
1/31/2025Kestra Investment Management LLC5,477$287K0.0%N/A0.041%
1/31/2025Truist Financial Corp56,512$2.96M0.0%+11.6%0.425%
1/30/2025Copperleaf Capital LLC21,971$1.15M0.7%+31.6%0.165%
1/30/2025Tcfg Wealth Management LLC5,561$291K0.1%+16.3%0.042%
1/29/2025PrairieView Partners LLC797,937$41.75M4.4%+504.1%6.091%
1/29/2025Vested Financial Planning LLC43,288$2.27M2.1%N/A0.330%
1/27/2025Silver Oak Securities Incorporated4,196$220K0.0%N/A0.032%
1/24/2025Vantage Point Financial LLC76,124$3.98M2.1%N/A0.595%
1/24/2025Wealthspan Partners LLC24,157$1.26M0.6%+27.5%0.189%
1/23/2025DiNuzzo Private Wealth Inc.107,307$5.61M0.7%+7.9%0.838%
1/23/2025Planning Center Inc.1,179,388$61.71M7.8%+2.0%9.214%
1/23/2025RCS Financial Planning LLC7,365$385K0.2%+5.0%0.058%
1/22/2025TRU Independence Asset Management 2 LLC55,189$2.89M2.4%+272.1%0.431%
1/22/2025Mattern Wealth Management LLC281,234$14.71M3.2%+4.6%2.197%
1/21/2025 KFG Wealth Management LLC5,295$277K0.1%-10.0%0.041%
1/21/2025Alpha Financial Advisors LLC534,795$27.98M12.7%+2.7%4.178%
1/21/2025Stewardship Advisors LLC10,269$537K0.1%+26.0%0.080%
1/21/2025Geneos Wealth Management Inc.6,324$331K0.0%N/A0.049%
1/21/2025 RFG Advisory LLC11,479$601K0.0%-44.2%0.090%
1/17/2025Aspire Private Capital LLC6,247$327K0.1%+7.8%0.050%
1/16/2025 Lam Group Inc.63,480$3.32M2.4%+33.8%0.504%
1/14/2025 Apella Capital LLC327,261$17.12M0.7%N/A2.597%
1/14/2025 Park Avenue Securities LLC89,530$4.68M0.0%+1.1%0.711%
1/7/2025Strathmore Capital Advisors Inc.166,314$8.70M6.3%N/A1.341%
11/20/2024Virtu Financial LLC19,452$1.05M0.1%N/A0.177%
11/15/2024Orion Portfolio Solutions LLC41,981$2.27M0.0%-2.6%0.382%
11/15/2024Jane Street Group LLC131,094$7.09M0.0%+57.8%1.192%
11/15/2024HighTower Advisors LLC387,784$20.97M0.0%+3.1%3.525%
11/15/2024Hill Investment Group Partners LLC797,600$41.77M5.8%-0.5%7.251%
11/14/2024CreativeOne Wealth LLC8,422$456K0.0%+85.7%0.077%
11/13/2024Acorn Wealth Advisors LLC5,415$293K0.1%N/A0.049%
11/8/2024Yardley Wealth Management LLC179,936$9.74M5.8%N/A1.636%
11/7/2024Phillips Financial Management LLC1,385$75K0.0%-81.2%0.013%
11/6/2024OneDigital Investment Advisors LLC65,146$3.53M0.0%+33.3%0.592%
11/4/2024TRU Independence Asset Management 2 LLC14,830$802K0.7%N/A0.135%
11/1/2024Assetmark Inc.270,188$14.62M0.0%-2.4%2.525%
10/29/2024 Farther Finance Advisors LLC10,339$559K0.0%+15.7%0.097%
10/22/2024Private Advisor Group LLC4,980$269K0.0%N/A0.050%
10/22/2024RCS Financial Planning LLC7,012$379K0.2%-17.0%0.071%
10/21/2024Mattern Wealth Management LLC268,835$14.55M3.2%+189.9%2.716%
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10/21/2024Stewardship Advisors LLC8,153$441K0.1%N/A0.086%
10/18/2024 Lam Group Inc.47,445$2.57M1.8%+83.1%0.499%
10/18/2024Alpha Financial Advisors LLC520,851$28.18M12.5%+4.7%5.483%
10/17/2024DiNuzzo Private Wealth Inc.99,478$5.38M0.7%+8.2%1.058%
10/15/2024Hutchens & Kramer Investment Management Group LLC11,889$646K0.4%-15.2%0.126%
10/9/2024BWM Planning LLC17,628$954K0.4%N/A0.192%
10/9/2024LifePro Asset Management58,833$3.18M1.9%+19.1%0.639%
10/8/2024CWM LLC1,923$104K0.0%N/A0.021%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors90,776$4.91M0.4%N/A0.987%
10/3/2024 Park Avenue Securities LLC88,534$4.79M0.1%N/A0.962%
(Data available from 1/1/2016 forward)

DFGX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFGX shares?

During the previous two years, 74 institutional investors and hedge funds held shares of Dimensional Global ex US Core Fixed Income ETF. The most heavily invested institutionals were Planning Center Inc. ($64.55M), Apella Capital LLC ($48.67M), Hill Investment Group Partners LLC ($41.77M), PrairieView Partners LLC ($41.75M), United Wealth Management LLC ($30.18M), Alpha Financial Advisors LLC ($27.98M), and HighTower Advisors LLC ($21.11M).Learn more on DFGX's institutional investors.

Which institutional investors have been buying Dimensional Global ex US Core Fixed Income ETF stock?

Of the 72 institutional investors that purchased Dimensional Global ex US Core Fixed Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Apella Capital LLC ($936.97K), PrairieView Partners LLC ($665.84K), United Wealth Management LLC ($576.80K), Alpha Financial Advisors LLC ($511.81K), Market Street Wealth Management Advisors LLC ($397.84K), Verisail Partners LLC ($381.16K), and GeoWealth Management LLC ($290.96K).

How much institutional buying is happening at Dimensional Global ex US Core Fixed Income ETF?

Institutional investors have bought a total of 6,869,807 shares in the last 24 months. This purchase volume represents approximately $361.28M in transactions.

Which Dimensional Global ex US Core Fixed Income ETF major shareholders have been selling company stock?

Of the 12 institutional investors that sold Dimensional Global ex US Core Fixed Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($46.29K), Lam Group Inc. ($22.36K), RFG Advisory LLC ($14.50K), Assetmark Inc. ($10.97K), Phillips Financial Management LLC ($5.99K), Hill Investment Group Partners LLC ($4.27K), and Orion Portfolio Solutions LLC ($3.49K).

How much institutional selling is happening at Dimensional Global ex US Core Fixed Income ETF?

Institutional investors have sold a total of 115,151 shares in the last 24 months. This volume of shares sold represents approximately $6.06M in transactions.



This page (NASDAQ:DFGX) was last updated on 4/18/2025 by MarketBeat.com Staff
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