DFGX icon

Dimensional Global ex US Core Fixed Income ETF

116 hedge funds and large institutions have $813M invested in Dimensional Global ex US Core Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Apella Capital
Connecticut
$91.2M
PCI
2
Planning Center Inc
Illinois
$70.9M
HIGP
3
Hill Investment Group Partners
Missouri
$50.5M
SC
4
Savant Capital
Illinois
$45.3M
AFA
5
Alpha Financial Advisors
North Carolina
$32.5M
UWM
6
United Wealth Management
Virginia
$31.5M
MSWMA
7
Market Street Wealth Management Advisors
Indiana
$29.8M
PWMG
8
Private Wealth Management Group
New Jersey
$29.3M
HighTower Advisors
9
HighTower Advisors
Illinois
$23M
VP
10
Verisail Partners
Georgia
$21M
MWM
11
Mattern Wealth Management
Kansas
$16.9M
EFN
12
Equita Financial Network
Pennsylvania
$15.7M
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$15.1M
AssetMark Inc
14
AssetMark Inc
California
$15.1M
GM
15
GeoWealth Management
Illinois
$14.4M
OPWM
16
Oakwell Private Wealth Management
Texas
$14.1M
PAG
17
Private Advisor Group
New Jersey
$13.1M
SRB
18
Shotwell Rutter Baer
Michigan
$12.6M
SF
19
SageOak Financial
Oklahoma
$12M
IA
20
Integrity Alliance
Iowa
$11.7M
VAS
21
Vestmark Advisory Solutions
Massachusetts
$11.6M
SCA
22
Strathmore Capital Advisors
North Carolina
$10.2M
YWM
23
Yardley Wealth Management
Pennsylvania
$10.1M
VWM
24
Vermillion Wealth Management
Minnesota
$9.84M
BWA
25
Babb Wealth Advisors
Arizona
$9.6M