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

Dimensional Global ex US Core Fixed Income ETF logo
$51.47 +0.05 (+0.10%)
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)
127
Total
Institutional Inflows
(last 12 months)
$516.43M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$61.30M
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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
10/13/2026Level Financial Advisors44,317$2.27M0.5%+241.4%0.126%
10/13/2026Heffernan Advisory Inc.117,800$6.02M4.1%N/A0.335%
10/9/2026Williams & Novak Wealth Management LLC4,758$243K0.1%N/A0.014%
10/9/2026Market Street Wealth Management Advisors LLC264,225$13.51M1.9%-64.2%0.751%
10/8/2026Factor Wealth Management LTD10,803$552K0.1%-6.1%0.031%
10/8/2026Farther Finance Advisors LLC103,031$5.27M0.0%-7.6%0.294%
10/8/2026Apella Capital LLC2,570,092$131.86M1.7%+13.7%7.343%
10/7/2026Venture Visionary Partners LLC6,806$348K0.0%+12.0%0.019%
9/23/2026Envestnet Portfolio Solutions Inc.12,590$675K0.0%+11.5%0.036%
9/23/2026Envestnet Asset Management Inc.594,298$31.85M0.0%+27.7%1.723%
9/9/2026XY Planning Network Inc.6,273$336K0.0%+4.2%0.019%
8/27/2026Corient Private Wealth LP4,854$260K0.0%N/A0.015%
8/23/2026Washington Trust Advisors Inc.9,902$531K0.0%+124.0%0.030%
8/22/2026Beacon Hill Wealth Management LTD.206,600$11.07M7.7%N/A0.626%
8/22/2026Vested Financial Planning LLC42,647$2.29M1.5%+1.5%0.129%
8/22/2026Concurrent Investment Advisors LLC6,724$360K0.0%+10.0%0.020%
7/10/2026DiNuzzo Private Wealth Inc.106,944$5.73M0.6%+1.5%0.332%
7/10/2026Lam Group Inc.10,205$547K0.3%-19.4%0.032%
7/10/2026Torren Management LLC41,194$2.21M1.1%-64.8%0.128%
7/8/20263 Factor Indexing LLC56,123$3.01M2.5%+14.1%0.179%
7/8/2026Factor Wealth Management LTD11,500$616K0.1%+20.1%0.037%
7/8/2026Apella Capital LLC2,259,550$120.32M1.7%+6.0%7.219%
7/7/2026Dynamic Advisor Solutions LLC14,114$756K0.0%+3.9%0.045%
6/24/2026Optimus 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%
5/18/2026EverSource Wealth Advisors LLC44,461$2.33M0.1%-25.1%0.153%
5/15/2026Broadhurst Jeffrey B38,825$2.04M2.1%N/A0.134%
5/8/2026JMG Financial Group Ltd.76,369$4.01M0.1%N/A0.263%
5/7/2026Eaton Cambridge Inc.325,258$17.06M5.3%N/A1.122%
5/6/2026Assetmark Inc.263,939$13.84M0.0%-3.7%0.910%
5/5/2026Schwallier Wealth Management LLC72,026$3.78M2.8%N/A0.248%
5/5/2026Geneos 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%
5/2/2026Diversify Wealth Management LLC4,185$219K0.0%N/A0.015%
5/1/2026Oakwell Private Wealth Management LLC305,039$16.00M2.9%+4.1%1.063%
5/1/2026Simplicity Wealth LLC46,836$2.46M0.1%+4.9%0.163%
4/30/2026Torren Management LLC117,165$6.15M3.1%+5.5%0.408%
4/30/2026Hassell Wealth Management LLC16,531$867K0.3%N/A0.058%
4/29/2026Silver Oak Wealth Advisors Services LLC91,654$4.81M3.1%+7.9%0.319%
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4/28/2026Planning Center Inc.1,552,569$81.43M8.3%+5.2%5.410%
4/27/2026Baer Investment Advisory LLC5,427$285K0.0%N/A0.019%
4/27/2026USAdvisors Wealth Management LLC10,392$541K0.2%+2.4%0.036%
4/27/2026Private Advisor Group LLC322,271$16.90M0.1%+7.5%1.123%
4/27/2026Heffernan Advisory Inc.91,680$4.81M4.5%+10.4%0.319%
4/24/2026PW Advisors LLC FL57,019$2.99M2.2%+21.1%0.199%
4/24/2026Tcfg Wealth Management LLC4,210$221K0.1%+7.9%0.015%
4/24/2026Equita Financial Network Inc.351,973$18.46M5.8%+6.1%1.226%
4/24/2026Johnson Wealth Management LLC207,628$10.89M5.3%+6.0%0.723%
4/23/2026Private Wealth Management Group LLC619,301$32.48M8.5%+6.0%2.158%
4/23/2026Guardian Wealth Management LLC448,370$23.52M7.1%+14.8%1.562%
4/23/2026TRU Independence Asset Management 2 LLC90,590$4.75M2.9%+12.6%0.318%
4/23/2026Coston McIsaac & Partners758$39K0.0%+348.5%0.003%
4/22/2026First Financial Group Corp6,650$349K0.3%N/A0.023%
4/22/2026Aspire Private Capital LLC8,812$462K0.1%+9.6%0.031%
4/22/2026Lam Group Inc.12,665$664K0.4%-10.4%0.044%
4/22/2026Foundry Financial LLC11,379$597K0.3%-53.5%0.040%
4/21/2026Topsail Wealth Management LLC846$44K0.0%N/A0.003%
4/21/2026AA Financial Advisors LLC147,515$7.74M1.1%N/A0.518%
4/20/2026Higgins & Schmidt Wealth Strategies LLC39,022$2.05M0.9%N/A0.137%
4/20/2026Factor Wealth Management LTD9,576$502K0.1%-14.4%0.034%
4/20/2026Apella Capital LLC2,130,939$113.17M1.7%+10.1%7.477%
4/18/2026Vermillion Wealth Management Inc.311,681$16.35M6.4%+26.2%1.094%
4/17/2026Signal Advisors Wealth LLC14,652$768K0.1%-23.3%0.051%
4/17/2026Stewardship Advisors LLC11,757$617K0.1%+6.4%0.041%
4/16/2026Triad Wealth Partners LLC16,774$880K0.1%+83.5%0.059%
4/16/2026Founders Financial Securities LLC5,528$292K0.0%+5.8%0.019%
2/24/2026TRU 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%
2/17/2026Private 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%
2/16/2026MML 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%
2/13/2026Kestra 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%
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2/12/2026Orion Porfolio Solutions LLC77,262$4.07M0.0%+7.1%0.292%
2/12/2026Commonwealth Equity Services LLC69,034$3.63M0.0%-53.9%0.261%
2/12/2026Betterment LLC93,159$4.90M0.0%+5.7%0.352%
2/11/2026Stirlingshire Investments Inc.4,928$259K0.2%N/A0.019%
2/11/2026Babb Wealth Advisors LLC217,066$11.43M6.4%+22.1%0.819%
2/11/2026United Wealth Management LLC630,878$33.21M8.6%+8.2%2.381%
2/11/2026Johnson 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%
2/11/2026Vermillion Wealth Management Inc.247,016$13.00M5.3%+35.5%0.932%


DFGX Institutional Ownership - Frequently Asked Questions

During the previous two years, 160 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 ($131.86M), 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 Elser Financial Planning Inc ($33.43M).Learn more on Dimensional Global ex US Core Fixed Income ETF's institutional investors.

Of the 152 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 ($2.57M), 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 9,731,292 shares in the last 24 months. This purchase volume represents approximately $516.43M in transactions.

Of the 33 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: Market Street Wealth Management Advisors LLC ($474.74K), 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), and Simplicity Wealth LLC ($34.46K).

Institutional investors have sold a total of 1,171,679 shares in the last 24 months. This volume of shares sold represents approximately $61.30M in transactions.


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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 10/13/2026. New 13F filings are added each quarter as they're published.
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