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

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$53.06 -0.02 (-0.03%)
As of 03:32 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)
82
Total
Institutional Inflows
(last 12 months)
$401.50M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$14.45M
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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
7/17/2025Vermillion Wealth Management Inc.162,842$8.69M4.1%+6.2%0.910%
7/17/2025Porter White Investment Advisors Inc.40,358$2.15M1.0%+19.8%0.225%
7/16/2025TRU Independence Asset Management 2 LLC68,699$3.67M2.5%-1.8%0.384%
7/14/2025 Sowell Financial Services LLC27,809$1.48M0.1%+6.8%0.155%
7/11/2025 Farther Finance Advisors LLC37,050$1.98M0.0%+33.6%0.207%
7/10/2025 Strathmore Capital Advisors Inc.178,127$9.49M4.2%N/A0.995%
7/9/2025 Market Street Wealth Management Advisors LLC473,893$25.29M4.1%+19.1%2.693%
7/8/2025 Apella Capital LLC1,348,633$71.92M1.9%+43.9%7.663%
7/7/2025 Shotwell Rutter Baer Inc227,258$12.15M8.3%N/A1.291%
7/3/2025 Lam Group Inc.19,010$1.01M0.7%-53.8%0.109%
5/30/2025Porter White Investment Advisors Inc.33,680$1.76M0.9%N/A0.220%
5/21/2025Geneos Wealth Management Inc.11,488$600K0.0%+81.7%0.075%
5/20/2025Integrity Alliance LLC.197,015$10.29M0.4%N/A1.288%
5/19/2025Jane Street Group LLC19,752$1.03M0.0%-76.7%0.129%
5/16/2025HFM Investment Advisors LLC190,460$9.95M2.9%N/A1.245%
5/16/2025Copperleaf Capital LLC21,453$1.12M0.7%-2.4%0.140%
5/15/2025Focus Partners Advisor Solutions LLC4,832$252K0.0%N/A0.032%
5/15/2025Betterment LLC75,715$3.96M0.0%+18.6%0.495%
5/14/2025Note Advisors LLC19,887$1.04M0.9%+16.5%0.130%
5/14/2025CreativeOne Wealth LLC15,219$795K0.0%+41.5%0.099%
5/14/2025Hill Investment Group Partners LLC910,088$47.55M6.5%-0.2%5.948%
5/14/2025Smartleaf Asset Management LLC20,282$1.06M0.1%+1.9%0.133%
5/13/2025Elequin Capital LP3,238$169K0.0%-82.5%0.021%
5/13/2025EverSource Wealth Advisors LLC26,263$1.37M0.1%+24.8%0.172%
5/13/2025Vestmark Advisory Solutions Inc.186,222$9.73M0.3%+0.3%1.217%
5/13/2025HighTower Advisors LLC419,560$21.92M0.0%+4.0%2.742%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors155,983$8.18M0.6%+4.5%1.019%
5/12/2025Virtu Financial LLC10,535$550K0.0%N/A0.069%
5/9/2025PrairieView Partners LLC831,148$43.43M4.5%+4.2%5.432%
5/8/2025Tillman Hartley LLC7,300$381K0.1%N/A0.048%
5/6/2025Assetmark Inc.258,444$13.50M0.0%-2.8%1.689%
5/6/2025Grand Wealth Management LLC4,357$228K0.1%+726.8%0.028%
5/6/2025Babb Wealth Advisors LLC153,243$8.01M6.4%+6.2%1.002%
5/5/2025Millstone Evans Group LLC12,264$641K0.4%+5.5%0.080%
5/5/2025IFP Advisors Inc12,771$667K0.0%+10.8%0.083%
5/5/2025Private Advisor Group LLC198,409$10.37M0.1%+221.3%1.297%
5/2/2025Concord Wealth Partners1,587$83K0.0%N/A0.010%
5/2/2025SageOak Financial LLC211,526$11.05M9.8%+38.2%1.374%
5/1/2025United Wealth Management LLC591,219$30.89M9.7%+2.5%3.864%
5/1/2025Bridge Generations Wealth Management LLC2,440$127K0.1%N/A0.016%
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4/30/2025TRU Independence Asset Management 2 LLC69,981$3.66M2.7%+26.8%0.457%
4/29/2025Envestnet Asset Management Inc.190,168$9.94M0.0%+14.0%1.243%
4/29/2025OneDigital Investment Advisors LLC105,110$5.49M0.1%+17.9%0.687%
4/28/2025Clune & Associates LTD.4,296$224K0.1%N/A0.028%
4/28/2025Vermillion Wealth Management Inc.153,341$8.01M2.4%+8.6%1.002%
4/25/2025Oceanside Advisors LLC5,809$304K0.2%+6.4%0.038%
4/25/2025Yardley Wealth Management LLC186,698$9.76M5.7%-14.8%1.220%
4/25/2025DiNuzzo Private Wealth Inc.105,808$5.53M0.7%-1.4%0.692%
4/25/2025Hutchens & Kramer Investment Management Group LLC8,813$460K0.3%-24.8%0.058%
4/23/2025Alpha Financial Advisors LLC550,450$28.76M12.8%+2.9%3.621%
4/23/2025Mattern Wealth Management LLC301,847$15.77M3.5%+7.3%1.986%
4/23/2025 Helen Stephens Group LLC4,105$214K0.1%N/A0.027%
4/23/2025AssuredPartners Investment Advisors LLC5,282$276K0.1%+19.5%0.035%
4/23/2025Vantage Point Financial LLC82,953$4.33M2.2%+9.0%0.546%
4/22/2025Cambridge Investment Research Advisors Inc.4,976$260K0.0%+7.1%0.033%
4/22/2025Aspire Private Capital LLC8,763$458K0.1%+40.3%0.058%
4/21/2025Envestnet Portfolio Solutions Inc.13,584$710K0.0%+1.7%0.089%
4/21/2025Wealthspan Partners LLC12,547$656K0.3%-48.1%0.083%
4/18/2025 Market 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%
4/17/2025 Sowell Financial Services LLC26,047$1.36M0.1%+5.2%0.170%
4/17/2025Verisail Partners LLC381,160$19.92M9.2%+2.9%2.491%
4/17/2025 Stewardship 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%
4/16/2025Wealth Advisors Northwest LLC4,643$243K0.2%N/A0.030%
4/15/2025Greenwood Capital Associates LLC6,026$315K0.0%N/A0.039%
4/15/2025Two West Capital Advisors LLC4,095$213K0.2%N/A0.027%
4/15/2025Simplicity 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%
4/9/2025RFG 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%
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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%
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%
(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, 86 institutional investors and hedge funds held shares of Dimensional Global ex US Core Fixed Income ETF. The most heavily invested institutionals were Apella Capital LLC ($71.92M), Planning Center Inc. ($64.55M), Hill Investment Group Partners LLC ($47.55M), PrairieView Partners LLC ($43.43M), United Wealth Management LLC ($30.89M), Alpha Financial Advisors LLC ($28.76M), and Market Street Wealth Management Advisors LLC ($25.29M).Learn more on Dimensional Global ex US Core Fixed Income ETF's institutional investors.

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

Of the 84 institutional investors that purchased Dimensional Global ex US Core Fixed Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Apella Capital LLC ($1.35M), PrairieView Partners LLC ($699.06K), United Wealth Management LLC ($591.22K), Alpha Financial Advisors LLC ($527.46K), Market Street Wealth Management Advisors LLC ($473.89K), Verisail Partners LLC ($381.16K), and Strathmore Capital Advisors Inc. ($344.44K).

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

Institutional investors have bought a total of 7,631,249 shares in the last 24 months. This purchase volume represents approximately $401.50M in transactions.

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

Of the 18 institutional investors that sold Dimensional Global ex US Core Fixed Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($111.34K), Lam Group Inc. ($44.47K), Yardley Wealth Management LLC ($32.56K), Assetmark Inc. ($18.38K), Elequin Capital LP ($15.27K), RFG Advisory LLC ($14.50K), and Wealthspan Partners LLC ($11.61K).

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

Institutional investors have sold a total of 275,136 shares in the last 24 months. This volume of shares sold represents approximately $14.45M in transactions.



This page (NASDAQ:DFGX) was last updated on 7/17/2025 by MarketBeat.com Staff
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