Dimensional International Core Fixed Income ETF
DFGX
36 hedge funds and large institutions have $125M invested in Dimensional International Core Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.
1,050% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 2
140% more funds holding
Funds holding: 15 → 36 (+21)
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
110% more capital invested
Capital invested by funds: $59.5M → $125M (+$65.3M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
32.1% less ownership
Funds ownership: 86.87% → 54.78% (-32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
+$32M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$12.8M |
| 3 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
+$3.58M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.57M |
| 5 |
LAM
LifePro Asset Management
San Diego,
California
|
+$2.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.97M |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
-$406K |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$126K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$126K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$42K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFM
26
Phillips Financial Management
Fort Wayne,
Indiana
| $391K | +$387K | +7,370 | New |
|
|
FFS
27
Founders Financial Securities
Towson,
Maryland
| $353K | +$349K | +6,652 | New |
|
|
OA
28
Oceanside Advisors
Mount Pleasant,
South Carolina
| $290K | -$4.46K | -85 | -2% |
|
|
CW
29
CreativeOne Wealth
Overland Park,
Kansas
| $265K | +$262K | +4,992 | New |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $250K | +$247K | +4,711 | New |
|
|
KWM
31
KFG Wealth Management
Granger,
Indiana
| $217K | +$215K | +4,087 | New |
|
|
APC
32
Aspire Private Capital
Cornelius,
North Carolina
| $167K | +$140K | +2,666 | +554% |
|
33
Osaic Holdings
Scottsdale,
Arizona
| $69.3K | +$68.6K | +1,307 | New |
|
34
UBS Group
Zurich,
Switzerland
| $43.3K | +$42.9K | +817 | New |
|
|
VWWMG
35
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| $23.9K | +$23.6K | +450 | New |
|
|
AWM
36
Angeles Wealth Management
Santa Monica,
California
| $106 | +$105 | +2 | New |
|
|
TC
37
TownSquare Capital
Provo,
Utah
| – | -$406K | -7,691 | Closed |
|
|
38
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$42K | -793 | Closed |
|
DFGX Hedge Fund Activity: Q1 2024 in Review
36 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Core Fixed Income ETF (DFGX) for Q1 2024, worth a combined $125M — up 110% from $59.5M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new DFGX positions and 2 closed out — a net gain of 21 holders — while 9 added to existing stakes and 4 trimmed.
The largest buyer was Hill Investment Group Partners, opening a new position worth an estimated $32M. The largest seller was Jane Street, cutting an estimated $4.97M.
- 36 institutional investors held Dimensional International Core Fixed Income ETF (DFGX) as of Q1 2024, up from 15 in Q4 2023.
- Funds reported $125M of Dimensional International Core Fixed Income ETF stock for Q1 2024, up 110% quarter-over-quarter.
- 23 funds opened new Dimensional International Core Fixed Income ETF positions in Q1 2024 and 2 closed out, a net change of +21 holders.
- The largest Dimensional International Core Fixed Income ETF buyer in Q1 2024 was Hill Investment Group Partners, an estimated $32M added.
- The largest Dimensional International Core Fixed Income ETF seller in Q1 2024 was Jane Street, an estimated $4.97M sold.
Based on aggregated 13F filings for Q1 2024.