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

Dimensional Global ex US Core Fixed Income ETF logo
$52.60 +0.02 (+0.04%)
As of 03:59 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)
128
Total
Institutional Inflows
(last 12 months)
$566.10M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$42.84M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Schwallier Wealth Management LLC72,026$3.78M2.8%N/A0.248%
5/5/2026Geneos Wealth Management Inc.9,615$504K0.0%+14.8%0.033%
5/4/2026 Vantage 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%
4/24/2026 Tcfg 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%
4/22/2026 Foundry Financial LLC11,379$597K0.3%-53.5%0.040%
4/21/2026 Topsail 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%
2/18/2026Sterling Wealth Management Inc.101,418$5.34M1.5%+18.1%0.383%
2/18/2026Quadrature Capital Ltd10,330$544K0.0%N/A0.039%
2/17/2026GeoWealth Management LLC278,535$14.66M0.5%+4.2%1.051%
2/17/2026Osaic Holdings Inc.41,417$2.18M0.0%+13.5%0.156%
2/17/2026Hill 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%
2/17/2026Donalies Financial Planning LLC40,112$2.11M1.8%N/A0.151%
2/17/2026Cornerstone Wealth Partners LLC70,371$3.70M2.6%N/A0.266%
2/17/2026Royal Bank of Canada715$38K0.0%N/A0.003%
2/16/2026Tableaux 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%
2/16/2026E6 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%
2/13/2026Smartleaf Asset Management LLC25,662$1.35M0.1%+13.2%0.097%
2/13/2026Advyzon Investment Management LLC4,614$243K0.0%+13.4%0.017%
2/13/2026SageOak Financial LLC233,602$12.30M8.9%+4.7%0.882%
2/13/2026Integrated 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%
2/11/2026Focus Partners Advisor Solutions LLC4,821$254K0.0%-59.5%0.018%
2/11/2026LPL 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%
2/10/2026REAP 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%
2/9/2026Integrity Alliance LLC.253,845$13.36M0.5%+17.4%0.958%
2/9/2026Integrity Advisory Solutions LLC156,329$8.23M1.2%+11.6%0.590%
2/9/2026Kestra 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%
2/6/2026EverSource Wealth Advisors LLC59,381$3.13M0.1%+14.0%0.224%
2/6/2026HighTower 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%
2/4/2026Liberty Wealth Management LLC367,041$19.32M2.5%N/A1.385%
2/3/2026 Washington Trust Advisors Inc.4,420$233K0.0%N/A0.017%
2/3/2026 Heffernan Advisory Inc.83,050$4.37M4.2%N/A0.313%
2/3/2026MGO One Seven LLC9,801$516K0.0%+28.9%0.037%
2/3/2026 AssuredPartners Investment Advisors LLC32,765$1.73M0.3%+49.3%0.124%
2/2/2026 Millstone Evans Group LLC2,675$141K0.1%-9.7%0.010%
2/2/2026 Truist Financial Corp48,108$2.53M0.0%-2.9%0.182%
2/2/2026 AlphaStar Capital Management LLC91,123$4.80M0.4%+74.3%0.344%
2/2/2026 Planning Center Inc.1,475,798$77.68M7.9%+12.3%5.569%
2/2/2026 Vantage Point Financial LLC95,124$5.01M1.8%+5.6%0.359%
1/30/2026 Oakwell Private Wealth Management LLC292,994$15.42M2.9%+11.9%1.106%
1/30/2026 Simplicity Wealth LLC44,660$2.35M0.1%-43.6%0.169%
1/30/2026 Torren Management LLC111,055$5.85M3.0%N/A0.419%
1/29/2026Ashton Thomas Private Wealth LLC11,778$620K0.0%+6.6%0.044%
1/29/2026 Silver Oak Wealth Advisors Services LLC84,941$4.47M2.9%+7.3%0.321%
1/29/2026Index Fund Advisors Inc.25,734$1.35M0.1%+465.1%0.097%


DFGX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFGX shares?

During the previous two years, 151 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 ($113.17M), 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.

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

Of the 145 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 ($2.13M), 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).

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

Institutional investors have bought a total of 10,574,384 shares in the last 24 months. This purchase volume represents approximately $562.32M in transactions.

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

Of the 41 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), Jane Street Group LLC ($65.06K), GeoWealth Management LLC ($64.97K), Mariner LLC ($54.53K), and Simplicity Wealth LLC ($34.46K).

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

Institutional investors have sold a total of 807,181 shares in the last 24 months. This volume of shares sold represents approximately $42.84M in transactions.


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This page (NASDAQ:DFGX) was last updated on 5/5/2026 by MarketBeat.com Staff.
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