Who Owns DFGX?
Dimensional - International Core Fixed Income ETF — Institutional Ownership & 13F Holdings
$52.59
-0.13 (-0.25%)
Market Cap
$1.5B
Shares Outstanding
27,932,121
Institutional Holders
88
Total Inst. Value
$499.3M
% of Float Held
—
QoQ Holder Change
+66
Institutional data as of Q1 2025
New Positions
37
Closed Positions
7
Increased
36
Decreased
10
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Planning Center, Inc. | $64.5M | 1,235,376 |
| 2 | Apella Capital, LLC | $48.7M | 936,969 |
| 3 | Hill Investment Group Partners, LLC | $47.6M | 910,088 |
| 4 | PrairieView Partners, LLCNew | $43.4M | 831,148 |
| 5 | United Wealth Management, LLC | $30.9M | 591,219 |
| 6 | Alpha Financial Advisors, LLCNew | $28.8M | 550,450 |
| 7 | HighTower Advisors, LLC | $21.9M | 419,560 |
| 8 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLCNew | $20.8M | 397,836 |
| 9 | Verisail Partners, LLC | $19.9M | 381,160 |
| 10 | GeoWealth Management, LLC | $15.8M | 301,975 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Planning Center, Inc. | +56K | $64.5M |
| Apella Capital, LLC | +610K | $48.7M |
| PrairieView Partners, LLCNew | +831K | $43.4M |
| United Wealth Management, LLC | +14K | $30.9M |
| Alpha Financial Advisors, LLCNew | +550K | $28.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -65K | $1.0M |
| Yardley Wealth Management LLC | -33K | $9.8M |
| CITADEL ADVISORS LLC | -23K | $3K |
| Elequin Capital, LP | -15K | $169K |
| ASSETMARK, INC | -7K | $14K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold DFGX?
As of Q1 2025, 88 institutional investors report holding DFGX (Dimensional - International Core Fixed Income ETF) in their 13F filings.
Which hedge fund owns the most DFGX?
The largest institutional holder of DFGX is Planning Center, Inc. with $64.5M in shares.
Are institutions buying or selling DFGX?
This quarter, 37 institutions opened new positions in DFGX and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.