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

Dimensional Global ex US Core Fixed Income ETF logo
$52.66 +0.05 (+0.10%)
As of 05/9/2025 04:00 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)
78
Total
Institutional Inflows
(last 12 months)
$333.67M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$8.86M
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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
5/9/2025 PrairieView Partners LLC831,148$43.43M4.5%+4.2%5.432%
5/8/2025 Tillman Hartley LLC7,300$381K0.1%N/A0.048%
5/6/2025 Assetmark Inc.258,444$13.50M0.0%-2.8%1.689%
5/6/2025 Grand Wealth Management LLC4,357$228K0.1%+726.8%0.028%
5/6/2025 Babb Wealth Advisors LLC153,243$8.01M6.4%+6.2%1.002%
5/5/2025 Millstone Evans Group LLC12,264$641K0.4%+5.5%0.080%
5/5/2025 IFP Advisors Inc12,771$667K0.0%+10.8%0.083%
5/5/2025 Private Advisor Group LLC198,409$10.37M0.1%+221.3%1.297%
5/2/2025 Concord Wealth Partners1,587$83K0.0%N/A0.010%
5/2/2025 SageOak Financial LLC211,526$11.05M9.8%+38.2%1.374%
5/1/2025 United Wealth Management LLC591,219$30.89M9.7%+2.5%3.864%
5/1/2025 Bridge Generations Wealth Management LLC2,440$127K0.1%N/A0.016%
4/30/2025 TRU Independence Asset Management 2 LLC69,981$3.66M2.7%+26.8%0.457%
4/29/2025 Envestnet Asset Management Inc.190,168$9.94M0.0%+14.0%1.243%
4/29/2025 OneDigital Investment Advisors LLC105,110$5.49M0.1%+17.9%0.687%
4/28/2025 Clune & Associates LTD.4,296$224K0.1%N/A0.028%
4/28/2025 Vermillion Wealth Management Inc.153,341$8.01M2.4%+8.6%1.002%
4/25/2025 Oceanside Advisors LLC5,809$304K0.2%+6.4%0.038%
4/25/2025 Yardley Wealth Management LLC186,698$9.76M5.7%-14.8%1.220%
4/25/2025 DiNuzzo Private Wealth Inc.105,808$5.53M0.7%-1.4%0.692%
4/25/2025 Hutchens & Kramer Investment Management Group LLC8,813$460K0.3%-24.8%0.058%
4/23/2025 Alpha Financial Advisors LLC550,450$28.76M12.8%+2.9%3.621%
4/23/2025 Mattern Wealth Management LLC301,847$15.77M3.5%+7.3%1.986%
4/23/2025 Helen Stephens Group LLC4,105$214K0.1%N/A0.027%
4/23/2025 AssuredPartners Investment Advisors LLC5,282$276K0.1%+19.5%0.035%
4/23/2025 Vantage Point Financial LLC82,953$4.33M2.2%+9.0%0.546%
4/22/2025 Cambridge Investment Research Advisors Inc.4,976$260K0.0%+7.1%0.033%
4/22/2025 Aspire Private Capital LLC8,763$458K0.1%+40.3%0.058%
4/21/2025 Envestnet Portfolio Solutions Inc.13,584$710K0.0%+1.7%0.089%
4/21/2025 Wealthspan 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%
4/18/2025 Planning 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%
4/17/2025 Verisail Partners LLC381,160$19.92M9.2%+2.9%2.491%
4/17/2025 Stewardship Advisors LLC11,897$622K0.2%+15.9%0.078%
4/17/2025 Tcfg 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%
4/16/2025 Wealth Advisors Northwest LLC4,643$243K0.2%N/A0.030%
4/15/2025 Greenwood Capital Associates LLC6,026$315K0.0%N/A0.039%
4/15/2025 Two West Capital Advisors LLC4,095$213K0.2%N/A0.027%
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4/15/2025 Simplicity 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%
4/9/2025 RFG Advisory LLC6,086$318K0.0%-47.0%0.040%
3/14/2025Tableaux LLC35,851$1.88M1.6%N/A0.266%
2/21/2025 Vermillion 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%
2/14/2025 OneDigital Investment Advisors LLC89,145$4.66M0.1%+36.8%0.660%
2/14/2025 GeoWealth Management LLC291,681$15.26M0.5%+40,131.9%2.161%
2/13/2025 Verisail Partners LLC370,423$19.38M9.1%N/A2.744%
2/13/2025CreativeOne Wealth LLC10,755$563K0.0%+27.7%0.080%
2/13/2025 Envestnet Asset Management Inc.166,747$8.72M0.0%+8.3%1.235%
2/12/2025 Grand Wealth Management LLC527$28K0.0%N/A0.004%
2/12/2025Orion Portfolio Solutions LLC53,672$2.81M0.0%+27.8%0.398%
2/12/2025 AssuredPartners Investment Advisors LLC4,420$231K0.0%N/A0.033%
2/11/2025 Millstone Evans Group LLC11,621$608K0.4%N/A0.086%
2/11/2025 SageOak Financial LLC153,078$8.01M7.3%N/A1.134%
2/10/2025Thrivent Financial for Lutherans4,197$220K0.0%N/A0.031%
2/10/2025 Yardley Wealth Management LLC219,254$11.53M5.6%+21.9%1.624%
2/10/2025 United Wealth Management LLC576,800$30.18M10.2%N/A4.273%
2/10/2025 Commonwealth 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%
2/7/2025 Sowell Financial Services LLC24,760$1.30M0.1%+21.9%0.183%
2/7/2025 Babb Wealth Advisors LLC144,249$7.55M6.1%N/A1.069%
2/6/2025Vestmark Advisory Solutions Inc.185,619$9.71M0.3%+1.3%1.375%
2/6/2025 Assetmark Inc.265,851$13.91M0.0%-1.6%1.969%
2/5/2025Smartleaf Asset Management LLC19,901$1.04M0.1%+8.5%0.147%
2/4/2025 IFP Advisors Inc11,521$603K0.0%+13.7%0.085%
2/3/2025 Private Advisor Group LLC61,748$3.23M0.0%+1,139.9%0.464%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors149,220$7.81M0.3%+64.4%1.122%
1/31/2025Kestra Investment Management LLC5,477$287K0.0%N/A0.041%
1/31/2025 Truist Financial Corp56,512$2.96M0.0%+11.6%0.425%
1/30/2025Copperleaf Capital LLC21,971$1.15M0.7%+31.6%0.165%
1/30/2025 Tcfg Wealth Management LLC5,561$291K0.1%+16.3%0.042%
1/29/2025 PrairieView Partners LLC797,937$41.75M4.4%+504.1%6.091%
1/29/2025 Vested Financial Planning LLC43,288$2.27M2.1%N/A0.330%
1/27/2025 Silver Oak Securities Incorporated4,196$220K0.0%N/A0.032%
1/24/2025 Vantage Point Financial LLC76,124$3.98M2.1%N/A0.595%
1/24/2025 Wealthspan Partners LLC24,157$1.26M0.6%+27.5%0.189%
1/23/2025 DiNuzzo Private Wealth Inc.107,307$5.61M0.7%+7.9%0.838%
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1/23/2025 Planning Center Inc.1,179,388$61.71M7.8%+2.0%9.214%
1/23/2025 RCS Financial Planning LLC7,365$385K0.2%+5.0%0.058%
1/22/2025 TRU Independence Asset Management 2 LLC55,189$2.89M2.4%+272.1%0.431%
1/22/2025 Mattern Wealth Management LLC281,234$14.71M3.2%+4.6%2.197%
1/21/2025 KFG Wealth Management LLC5,295$277K0.1%-10.0%0.041%
1/21/2025 Alpha Financial Advisors LLC534,795$27.98M12.7%+2.7%4.178%
1/21/2025 Stewardship Advisors LLC10,269$537K0.1%+26.0%0.080%
1/21/2025 Geneos Wealth Management Inc.6,324$331K0.0%N/A0.049%
1/21/2025 RFG Advisory LLC11,479$601K0.0%-44.2%0.090%
1/17/2025 Aspire Private Capital LLC6,247$327K0.1%+7.8%0.050%
(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, 81 institutional investors and hedge funds held shares of Dimensional Global ex US Core Fixed Income ETF. The most heavily invested institutionals were Planning Center Inc. ($64.55M), Apella Capital LLC ($48.67M), PrairieView Partners LLC ($43.43M), Hill Investment Group Partners LLC ($41.77M), United Wealth Management LLC ($30.89M), Alpha Financial Advisors LLC ($28.76M), and HighTower Advisors LLC ($21.11M).Learn more on DFGX's institutional investors.

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

Of the 79 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: Apella Capital LLC ($936.97K), PrairieView Partners LLC ($699.06K), United Wealth Management LLC ($591.22K), Alpha Financial Advisors LLC ($527.46K), Market Street Wealth Management Advisors LLC ($397.84K), Verisail Partners LLC ($381.16K), and Mattern Wealth Management LLC ($294.49K).

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

Institutional investors have bought a total of 7,260,681 shares in the last 24 months. This purchase volume represents approximately $381.70M in transactions.

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

Of the 15 institutional investors that sold Dimensional Global ex US Core Fixed Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($46.29K), Yardley Wealth Management LLC ($32.56K), Lam Group Inc. ($22.36K), Assetmark Inc. ($18.38K), RFG Advisory LLC ($14.50K), Wealthspan Partners LLC ($11.61K), and Phillips Financial Management LLC ($5.99K).

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

Institutional investors have sold a total of 171,136 shares in the last 24 months. This volume of shares sold represents approximately $8.99M in transactions.



This page (NASDAQ:DFGX) was last updated on 5/12/2025 by MarketBeat.com Staff
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