Who Owns Dimensional - International Core Fixed Income ETF (DFGX)?Hedge Fund & Institutional Holders

$52.41-0.08 (-0.16%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -7

Price History

$51.57$52.35$53.13$53.91$54.69Aug 24May 25Mar 26

DFGX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Planning Center, Inc.New Position+1.5M+$77.7B
Private Wealth Management Group, LLCNew Position+584K+$30.8B
Mattern Wealth Management LLCNew Position+350K+$18.4B
Equita Financial Network, Inc.New Position+332K+$17.5B
Vermillion Wealth Management, Inc.New Position+247K+$13.0B
SageOak Financial, LLCNew Position+234K+$12.3B
BANK OF AMERICA CORP /DE/Increased+40K+$11.0B
Stratos Investment Management, LLCNew Position+161K+$8.5B
Vantage Point Financial LLCNew Position+95K+$5.0B
W.H. Cornerstone Investments Inc.New Position+93K+$4.9B
SILVER OAK WEALTH ADVISORS SERVICES, LLCNew Position+85K+$4.5B
RAYMOND JAMES FINANCIAL INCNew Position+76K+$4.0B
Porter White Investment Advisors, Inc.New Position+74K+$3.9B
BRIDGE GENERATIONS WEALTH MANAGEMENT LLCNew Position+60K+$3.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+69K+$3.0B

DFGX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Mariner, LLCDecreased-35K-$8.3B
Mach-1 Financial Group, LLCClosed Position-140K-$7.6B
Binnacle Investments IncClosed Position-101K-$5.5B
Beacon Pointe Advisors, LLCDecreased-5K-$2.6B
CreativeOne Wealth, LLCDecreased-3K-$1.0B
ASSETMARK, INCDecreased-5K-$638.9M
WELLS FARGO & COMPANY/MNDecreased-9K-$464.6M
OLD MISSION CAPITAL LLCClosed Position-8K-$433.3M
IFP Advisors, IncDecreased-123-$417.1M
Cetera Investment AdvisersClosed Position-7K-$379.5M
JPMORGAN CHASE & COClosed Position-522-$28.0M
Rockefeller Capital Management L.P.Closed Position-38-$2.0M
Focus Partners Advisor Solutions, LLCDecreased-7K-$646K
Strategic Wealth Partners, Ltd.Closed Position-140-$7K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Planning Center, Inc.1,475,798$77.7B7.93%Share
2Hill Investment Group Partners, LLC974,270$51.3B6.10%Share
3Alpha Financial Advisors, LLC657,637$34.6B10.58%Share
4United Wealth Management, LLC630,878$33.2B8.59%Share
5Private Wealth Management Group, LLC578,176$30.4B8.13%Share
6Verisail Partners, LLC416,981$21.9B9.01%Share
7Mattern Wealth Management LLC349,900$18.4B3.55%Share
8Equita Financial Network, Inc.331,640$17.5B5.26%Share
9Oakwell Private Wealth Management, LLC292,994$15.4B2.88%Share
10Private Advisor Group, LLC299,794$15.0B0.07%Share
11ASSETMARK, INC274,055$14.4B0.03%Share
12GeoWealth Management, LLC278,535$14.0B0.52%Share
13Shotwell Rutter Baer Inc253,422$13.4B8.05%Share
14INTEGRITY ALLIANCE, LLC.253,845$13.4B0.49%Share
15Vermillion Wealth Management, Inc.247,016$13.0B5.28%Share
16SageOak Financial, LLC233,602$12.3B8.90%Share
17Babb Wealth Advisors LLC217,066$11.4B6.45%Share
18Strathmore Capital Advisors, Inc.216,470$11.0B3.61%Share
19BANK OF AMERICA CORP /DE/214,971$11.0B0.00%Share
20HFM Investment Advisors, LLC170,020$8.9B3.50%Share
21Stratos Investment Management, LLC161,308$8.5B0.34%Share
22Integrity Advisory Solutions, LLC156,329$8.2B1.19%Share
23OneDigital Investment Advisors LLC169,284$8.0B0.08%Share
24DiNuzzo Private Wealth, Inc.107,461$5.7B0.62%Share
25Sterling Wealth Management, Inc.101,418$5.3B1.52%Share
26Vantage Point Financial LLC95,124$5.0B1.79%Share
27W.H. Cornerstone Investments Inc.92,786$4.9B2.94%Share
28AlphaStar Capital Management, LLC91,123$4.8B0.35%Share
29SILVER OAK WEALTH ADVISORS SERVICES, LLC84,941$4.5B2.88%Share
30Orion Porfolio Solutions, LLC77,262$4.0B0.03%Share
31RAYMOND JAMES FINANCIAL INC76,297$4.0B0.00%Share
32Porter White Investment Advisors, Inc.73,666$3.9B1.59%Share
33BRIDGE GENERATIONS WEALTH MANAGEMENT LLC60,342$3.2B1.97%Share
34Note Advisors, LLC58,437$3.1B1.58%Share
35COMMONWEALTH EQUITY SERVICES, LLC69,034$3.0B0.00%Share
36Farther Finance Advisors, LLC49,470$2.6B0.03%Share
37Austin Private Wealth, LLC47,702$2.5B0.19%Share
38Sowell Financial Services LLC46,865$2.5B0.09%Share
39Simplicity Wealth,LLC44,660$2.4B0.14%Share
40TABLEAUX LLC143,206$2.1B1.49%Share
41Vested Financial Planning, LLC40,369$2.1B1.64%Share
42AssuredPartners Investment Advisors, LLC32,765$1.7B0.26%Share
43Wealth Advisors Northwest LLC30,139$1.6B0.70%Share
44Signal Advisors Wealth, LLC19,100$1.0B0.08%Share
45OSAIC HOLDINGS, INC.26,522$1.0B0.00%Share
46CITADEL ADVISORS LLC27,165$1.0B0.00%Share
47Smartleaf Asset Management LLC25,662$1.0B0.04%Share
48BWM Planning, LLC17,628$927.0M0.25%Share
49LAM GROUP, INC.14,130$743.0M0.43%Share
50REAP Financial Group, LLC13,885$730.0M0.15%Share

DFGX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025139$547.0B+77
Q3 202562$362.6B-30
Q2 202592$532.7B+2
Q1 202590$473.0B+32
Q4 202458$1.2T+23
Q3 202435$18.5T+5
Q2 202430$13.2T+8
Q1 202422$5.3T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold DFGX (Dimensional - International Core Fixed Income ETF). The largest holder is Planning Center, Inc. with $77.7B in shares. This quarter, 14 institutions opened new positions and 7 closed their positions.

Frequently Asked Questions

How many hedge funds own DFGX?

As of Q4 2025, 50 institutional investors report holding DFGX (Dimensional - International Core Fixed Income ETF) in their 13F filings.

Who is the largest institutional holder of DFGX?

The largest institutional holder of DFGX is Planning Center, Inc. with $77.7B in shares.

Is institutional ownership of DFGX increasing or decreasing?

This quarter, 14 institutions opened new positions in DFGX and 7 closed their positions.