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

Dimensional Global ex US Core Fixed Income ETF logo
$52.37 -0.16 (-0.30%)
As of 10:24 AM 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)
125
Total
Institutional Inflows
(last 12 months)
$491.37M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$36.89M
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DFGX Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 DiNuzzo Private Wealth Inc.106,944$5.73M0.6%+1.5%0.332%
7/10/2026 Lam Group Inc.10,205$547K0.3%-19.4%0.032%
7/10/2026 Torren Management LLC41,194$2.21M1.1%-64.8%0.128%
7/8/2026 3 Factor Indexing LLC56,123$3.01M2.5%+14.1%0.179%
7/8/2026 Factor Wealth Management LTD11,500$616K0.1%+20.1%0.037%
7/8/2026 Apella Capital LLC2,259,550$120.32M1.7%+6.0%7.219%
7/7/2026 Dynamic Advisor Solutions LLC14,114$756K0.0%+3.9%0.045%
6/24/2026 Optimus Capital Advisors LLC106,375$5.58M3.3%-7.7%0.367%
6/11/2026E Wealth Partners LLC17,706$929K0.8%+8.5%0.061%
5/19/2026Bank of America Corp DE310,440$16.28M0.0%+44.4%1.070%
5/18/2026 EverSource Wealth Advisors LLC44,461$2.33M0.1%-25.1%0.153%
5/15/2026 Broadhurst Jeffrey B38,825$2.04M2.1%N/A0.134%
5/8/2026 JMG Financial Group Ltd.76,369$4.01M0.1%N/A0.263%
5/7/2026 Eaton Cambridge Inc.325,258$17.06M5.3%N/A1.122%
5/6/2026 Assetmark Inc.263,939$13.84M0.0%-3.7%0.910%
5/5/2026Schwallier Wealth Management LLC72,026$3.78M2.8%N/A0.248%
5/5/2026 Geneos Wealth Management Inc.9,615$504K0.0%+14.8%0.033%
5/4/2026Vantage Point Financial LLC101,238$5.31M1.9%+6.4%0.349%
5/2/2026 Diversify Wealth Management LLC4,185$219K0.0%N/A0.015%
5/1/2026 Oakwell Private Wealth Management LLC305,039$16.00M2.9%+4.1%1.063%
5/1/2026 Simplicity Wealth LLC46,836$2.46M0.1%+4.9%0.163%
4/30/2026 Torren Management LLC117,165$6.15M3.1%+5.5%0.408%
4/30/2026 Hassell Wealth Management LLC16,531$867K0.3%N/A0.058%
4/29/2026 Silver Oak Wealth Advisors Services LLC91,654$4.81M3.1%+7.9%0.319%
4/28/2026 Planning Center Inc.1,552,569$81.43M8.3%+5.2%5.410%
4/27/2026 Baer Investment Advisory LLC5,427$285K0.0%N/A0.019%
4/27/2026 USAdvisors Wealth Management LLC10,392$541K0.2%+2.4%0.036%
4/27/2026 Private Advisor Group LLC322,271$16.90M0.1%+7.5%1.123%
4/27/2026 Heffernan Advisory Inc.91,680$4.81M4.5%+10.4%0.319%
4/24/2026 PW Advisors LLC FL57,019$2.99M2.2%+21.1%0.199%
4/24/2026Tcfg Wealth Management LLC4,210$221K0.1%+7.9%0.015%
4/24/2026 Equita Financial Network Inc.351,973$18.46M5.8%+6.1%1.226%
4/24/2026 Johnson Wealth Management LLC207,628$10.89M5.3%+6.0%0.723%
4/23/2026 Private Wealth Management Group LLC619,301$32.48M8.5%+6.0%2.158%
4/23/2026 Guardian Wealth Management LLC448,370$23.52M7.1%+14.8%1.562%
4/23/2026 TRU Independence Asset Management 2 LLC90,590$4.75M2.9%+12.6%0.318%
4/23/2026 Coston McIsaac & Partners758$39K0.0%+348.5%0.003%
4/22/2026 First Financial Group Corp6,650$349K0.3%N/A0.023%
4/22/2026 Aspire Private Capital LLC8,812$462K0.1%+9.6%0.031%
4/22/2026 Lam Group Inc.12,665$664K0.4%-10.4%0.044%
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4/22/2026 Foundry Financial LLC11,379$597K0.3%-53.5%0.040%
4/21/2026Topsail Wealth Management LLC846$44K0.0%N/A0.003%
4/21/2026 AA Financial Advisors LLC147,515$7.74M1.1%N/A0.518%
4/20/2026 Higgins & Schmidt Wealth Strategies LLC39,022$2.05M0.9%N/A0.137%
4/20/2026 Factor Wealth Management LTD9,576$502K0.1%-14.4%0.034%
4/20/2026 Apella Capital LLC2,130,939$113.17M1.7%+10.1%7.477%
4/18/2026 Vermillion Wealth Management Inc.311,681$16.35M6.4%+26.2%1.094%
4/17/2026 Signal Advisors Wealth LLC14,652$768K0.1%-23.3%0.051%
4/17/2026 Stewardship Advisors LLC11,757$617K0.1%+6.4%0.041%
4/16/2026 Triad Wealth Partners LLC16,774$880K0.1%+83.5%0.059%
4/16/2026 Founders Financial Securities LLC5,528$292K0.0%+5.8%0.019%
2/24/2026 TRU Independence Asset Management 2 LLC80,447$4.23M2.7%+6.0%0.304%
2/18/2026Note Advisors LLC58,437$3.08M1.4%+129.1%0.221%
2/18/2026Beacon Pointe Advisors LLC42,779$2.25M0.0%-10.6%0.161%
2/18/2026 Sterling Wealth Management Inc.101,418$5.34M1.5%+18.1%0.383%
2/18/2026 Quadrature Capital Ltd10,330$544K0.0%N/A0.039%
2/17/2026 GeoWealth Management LLC278,535$14.66M0.5%+4.2%1.051%
2/17/2026Osaic Holdings Inc.41,417$2.18M0.0%+13.5%0.156%
2/17/2026 Hill Investment Group Partners LLC974,270$51.28M6.1%+4.2%3.676%
2/17/2026 Private Advisor Group LLC299,794$15.78M0.1%+23.6%1.131%
2/17/2026 Donalies Financial Planning LLC40,112$2.11M1.8%N/A0.151%
2/17/2026 Cornerstone Wealth Partners LLC70,371$3.70M2.6%N/A0.266%
2/17/2026Royal Bank of Canada715$38K0.0%N/A0.003%
2/16/2026 Tableaux LLC143,206$7.54M1.3%+117.3%0.540%
2/16/2026 MML Investors Services LLC5,522$291K0.0%+40.5%0.021%
2/16/2026Mariner LLC119,729$6.30M0.0%-22.4%0.452%
2/16/2026 E6 Portfolios LLC133,190$7.01M8.0%N/A0.503%
2/13/2026CreativeOne Wealth LLC16,170$851K0.0%-13.7%0.061%
2/13/2026 Kestra Advisory Services LLC37,102$1.95M0.0%+54.8%0.140%
2/13/2026 Smartleaf Asset Management LLC25,662$1.35M0.1%+13.2%0.097%
2/13/2026Advyzon Investment Management LLC4,614$243K0.0%+13.4%0.017%
2/13/2026 SageOak Financial LLC233,602$12.30M8.9%+4.7%0.882%
2/13/2026 Integrated Wealth Concepts LLC8,861$466K0.0%+2.3%0.033%
2/12/2026Jane Street Group LLC173,574$9.14M0.0%+251.2%0.655%
2/12/2026Orion Porfolio Solutions LLC77,262$4.07M0.0%+7.1%0.292%
2/12/2026 Commonwealth Equity Services LLC69,034$3.63M0.0%-53.9%0.261%
2/12/2026Betterment LLC93,159$4.90M0.0%+5.7%0.352%
2/11/2026 Stirlingshire Investments Inc.4,928$259K0.2%N/A0.019%
2/11/2026Babb Wealth Advisors LLC217,066$11.43M6.4%+22.1%0.819%
2/11/2026 United Wealth Management LLC630,878$33.21M8.6%+8.2%2.381%
2/11/2026 Johnson Wealth Management LLC195,896$10.31M5.1%N/A0.739%
2/11/2026 Focus Partners Advisor Solutions LLC4,821$254K0.0%-59.5%0.018%
2/11/2026 LPL Financial LLC41,059$2.16M0.0%+14.7%0.155%
2/11/2026 Vermillion Wealth Management Inc.247,016$13.00M5.3%+35.5%0.932%
2/10/2026 REAP Financial Group LLC13,885$731K0.1%-6.0%0.052%
2/10/2026 Bridge Generations Wealth Management LLC60,342$3.18M2.0%+78.5%0.228%
2/10/2026 Cogent Private Wealth Inc.44,119$2.32M1.8%N/A0.166%
2/10/2026 W.H. Cornerstone Investments Inc.92,786$4.88M2.9%+9.9%0.350%
2/10/2026 Savant Capital LLC694,290$36.54M0.2%-17.3%2.620%
2/10/2026Foundations Investment Advisors LLC36,298$1.91M0.0%+60.2%0.137%
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2/9/2026 Integrity Alliance LLC.253,845$13.36M0.5%+17.4%0.958%
2/9/2026 Integrity Advisory Solutions LLC156,329$8.23M1.2%+11.6%0.590%
2/9/2026 Kestra Investment Management LLC162,276$8.54M0.2%+46.9%0.612%
2/9/2026 Clune & Associates LTD.11,182$589K0.1%+11.3%0.042%
2/6/2026 EverSource Wealth Advisors LLC59,381$3.13M0.1%+14.0%0.224%
2/6/2026 HighTower Advisors LLC452,509$23.82M0.0%+6.3%1.708%
2/5/2026 Kane Co Wealth Management Inc.3,825$201K0.2%N/A0.014%
2/5/2026 HFM Investment Advisors LLC170,020$8.95M3.5%+1.2%0.642%
2/5/2026 Yardley Wealth Management LLC209,687$11.04M5.9%+11.5%0.791%
2/4/2026 Liberty Wealth Management LLC367,041$19.32M2.5%N/A1.385%


DFGX Institutional Ownership - Frequently Asked Questions

During the previous two years, 158 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 ($120.32M), Planning Center Inc. ($81.43M), Hill Investment Group Partners LLC ($51.28M), PrairieView Partners LLC ($45.37M), Savant Capital LLC ($36.54M), Alpha Financial Advisors LLC ($34.62M), and Market Street Wealth Management Advisors LLC ($34.30M).Learn more on Dimensional Global ex US Core Fixed Income ETF's institutional investors.

Of the 150 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 ($2.26M), Savant Capital LLC ($839.86K), PrairieView Partners LLC ($718.12K), Market Street Wealth Management Advisors LLC ($651.72K), United Wealth Management LLC ($638.79K), Elser Financial Planning Inc ($635.21K), and Private Wealth Management Group LLC ($619.30K).

Institutional investors have bought a total of 9,243,178 shares in the last 24 months. This purchase volume represents approximately $491.37M in transactions.

Of the 32 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: Vestmark Advisory Solutions Inc. ($163.39K), Savant Capital LLC ($145.57K), Commonwealth Equity Services LLC ($80.65K), Torren Management LLC ($75.97K), Mariner LLC ($54.53K), Simplicity Wealth LLC ($34.46K), and Assetmark Inc. ($16.77K).

Institutional investors have sold a total of 694,180 shares in the last 24 months. This volume of shares sold represents approximately $36.89M in transactions.


Related Companies

Institutional ownership data for NASDAQ:DFGX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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