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

Dimensional Global ex US Core Fixed Income ETF logo
$52.19 +0.14 (+0.27%)
As of 01/17/2025 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Dimensional Global ex US Core Fixed Income ETF (NASDAQ:DFGX)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$141.63M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.38M
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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
1/17/2025 Aspire 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%
1/7/2025 Strathmore 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%
10/29/2024Farther 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%
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%
8/21/2024Truist Financial Corp42,417$2.23M0.0%+31.2%0.537%
8/14/2024EverSource Wealth Advisors LLC16,989$906K0.1%+11.8%0.215%
8/8/2024Envestnet Asset Management Inc.145,767$7.66M0.0%+218.8%1.845%
8/7/2024Ashton Thomas Private Wealth LLC1,939$102K0.0%N/A0.025%
8/5/2024Hill Investment Group Partners LLC801,874$42.32M5.7%+31.5%10.150%
8/2/2024Founders Financial Securities LLC7,652$402K0.0%+15.0%0.098%
7/31/2024Farther Finance Advisors LLC8,939$468K0.0%-2.9%0.115%
7/31/2024Commonwealth Equity Services LLC68,892$3.62M0.0%+619.5%0.883%
7/30/2024DiNuzzo Private Wealth Inc.91,960$4.83M0.7%+1.1%1.179%
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7/23/2024Alpha Financial Advisors LLC497,379$26.13M12.6%+0.1%6.459%
7/22/2024RCS Financial Planning LLC8,450$444K0.3%-14.0%0.110%
7/19/2024KFG Wealth Management LLC5,002$263K0.1%+22.4%0.069%
7/17/2024Mattern Wealth Management LLC92,745$4.87M1.2%+22.7%1.270%
7/16/2024Envestnet Portfolio Solutions Inc.13,462$707K0.0%N/A0.184%
7/15/2024RFG Advisory LLC19,659$1.03M0.0%+24.3%0.269%
7/10/2024LifePro Asset Management49,410$2.60M1.9%+16.9%0.686%
6/11/2024EverSource Wealth Advisors LLC15,202$791K0.1%N/A0.249%
5/14/2024CreativeOne Wealth LLC4,992$265K0.0%N/A0.077%
5/14/2024Mattern Wealth Management LLC75,589$4.01M1.0%+927.7%1.163%
5/9/2024Orion Portfolio Solutions LLC34,357$1.82M0.0%-6.5%0.563%
5/6/2024DiNuzzo Private Wealth Inc.90,940$4.82M0.7%+6.2%1.491%
4/30/2024Hutchens & Kramer Investment Management Group LLC16,398$866K0.5%N/A0.315%
4/26/2024RCS Financial Planning LLC9,823$521K0.3%N/A0.189%
4/26/2024LifePro Asset Management42,249$2.24M1.5%N/A0.812%
4/19/2024KFG Wealth Management LLC4,087$217K0.1%N/A0.089%
4/17/2024Founders Financial Securities LLC6,652$353K0.0%N/A0.145%
4/11/2024RFG Advisory LLC15,821$839K0.0%N/A0.352%
4/5/2024 Lam Group Inc.23,165$1.23M1.0%+2,968.2%0.965%
2/9/2024Orion Portfolio Solutions LLC36,749$1.93M0.0%N/A1.531%
2/6/2024Vestmark Advisory Solutions Inc.162,929$8.60M0.4%N/A6.789%
2/6/2024Alpha Financial Advisors LLC473,985$25.02M12.7%N/A19.749%
2/6/2024DiNuzzo Private Wealth Inc.85,610$4.52M0.6%N/A3.567%
2/2/2024Truist Financial Corp26,375$1.35M0.0%N/A1.319%
2/1/2024 Aspire Private Capital LLC481$25K0.0%N/A0.024%
2/1/2024CWM LLC793$42K0.0%N/A0.040%
(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, 39 institutional investors and hedge funds held shares of Dimensional Global ex US Core Fixed Income ETF. The most heavily invested institutionals were Hill Investment Group Partners LLC ($41.77M), Alpha Financial Advisors LLC ($28.18M), HighTower Advisors LLC ($20.97M), Apella Capital LLC ($17.12M), Assetmark Inc. ($14.62M), Mattern Wealth Management LLC ($14.55M), and Yardley Wealth Management LLC ($9.74M).Learn more on DFGX's institutional investors.

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

Of the 37 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: Alpha Financial Advisors LLC ($497.87K), Apella Capital LLC ($327.26K), Mattern Wealth Management LLC ($261.48K), Hill Investment Group Partners LLC ($191.89K), Yardley Wealth Management LLC ($179.94K), Strathmore Capital Advisors Inc. ($166.31K), and Vestmark Advisory Solutions Inc. ($162.93K).

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

Institutional investors have bought a total of 2,670,095 shares in the last 24 months. This purchase volume represents approximately $141.63M in transactions.

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

The following institutional investors have sold Dimensional Global ex US Core Fixed Income ETF stock in the last 24 months: Assetmark Inc. ($6.64K), Phillips Financial Management LLC ($5.99K), Hill Investment Group Partners LLC ($4.27K), Orion Portfolio Solutions LLC ($3.49K), RCS Financial Planning LLC ($2.81K), Hutchens & Kramer Investment Management Group LLC ($2.13K), and Farther Finance Advisors LLC ($271.00).

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

Institutional investors have sold a total of 25,597 shares in the last 24 months. This volume of shares sold represents approximately $1.38M in transactions.



This page (NASDAQ:DFGX) was last updated on 1/21/2025 by MarketBeat.com Staff
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