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

$52.84
+0.10 (+0.19%)
(As of 07/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$54.98M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$198.93K
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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
7/23/2024 Alpha Financial Advisors LLC497,379$26.13M12.6%+0.1%6.459%
7/22/2024 RCS Financial Planning LLC8,450$444K0.3%-14.0%0.110%
7/19/2024 KFG Wealth Management LLC5,002$263K0.1%+22.4%0.069%
7/17/2024 Mattern Wealth Management LLC92,745$4.87M1.2%+22.7%1.270%
7/16/2024 Envestnet Portfolio Solutions Inc.13,462$707K0.0%N/A0.184%
7/15/2024 RFG 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%
5/14/2024 Mattern 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%
4/30/2024 Hutchens & Kramer Investment Management Group LLC16,398$866K0.5%N/A0.315%
4/26/2024 RCS Financial Planning LLC9,823$521K0.3%N/A0.189%
4/26/2024LifePro Asset Management42,249$2.24M1.5%N/A0.812%
4/19/2024 KFG Wealth Management LLC4,087$217K0.1%N/A0.089%
4/17/2024Founders Financial Securities LLC6,652$353K0.0%N/A0.145%
4/11/2024 RFG 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%
2/6/2024 Alpha 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%
2/1/2024 CWM 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, 18 institutional investors and hedge funds held shares of Dimensional Global ex US Core Fixed Income ETF. The most heavily invested institutionals were Alpha Financial Advisors LLC ($26.13M), Vestmark Advisory Solutions Inc. ($8.60M), Mattern Wealth Management LLC ($4.87M), DiNuzzo Private Wealth Inc. ($4.82M), LifePro Asset Management ($2.60M), Orion Portfolio Solutions LLC ($1.82M), and Truist Financial Corp ($1.35M).Learn more on DFGX's institutional investors.

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

Of the 18 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 ($474.39K), Vestmark Advisory Solutions Inc. ($162.93K), DiNuzzo Private Wealth Inc. ($90.94K), Mattern Wealth Management LLC ($85.39K), LifePro Asset Management ($49.41K), Orion Portfolio Solutions LLC ($36.75K), and Truist Financial Corp ($26.38K).

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

Institutional investors have bought a total of 1,041,060 shares in the last 24 months. This purchase volume represents approximately $54.98M 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: Orion Portfolio Solutions LLC ($2.39K), and RCS Financial Planning LLC ($1.37K).

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

Institutional investors have sold a total of 3,765 shares in the last 24 months. This volume of shares sold represents approximately $198.93K in transactions.


This page (NASDAQ:DFGX) was last updated on 7/27/2024 by MarketBeat.com Staff

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