Dimensional International Core Fixed Income ETF
DFGX
43 hedge funds and large institutions have $228M invested in Dimensional International Core Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 6 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
333% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 6
83% more capital invested
Capital invested by funds: $125M → $228M (+$103M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
19% more funds holding
Funds holding: 36 → 43 (+7)
5.5% more ownership
Funds ownership: 54.78% → 60.28% (+5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCI
Planning Center Inc
Moline,
Illinois
|
+$60.2M |
| 2 |
AssetMark Inc
Concord,
California
|
+$14.5M |
| 3 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
+$10.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.25M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
-$260K |
| 2 |
HKIMG
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
-$125K |
| 3 |
RFP
RCS Financial Planning
Annapolis,
Maryland
|
-$72.1K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$43.3K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$24K |
DFGX Hedge Fund Activity: Q2 2024 in Review
43 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Core Fixed Income ETF (DFGX) for Q2 2024, worth a combined $228M — up 83% from $125M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DFGX positions and 2 closed out — a net gain of 7 holders — while 26 added to existing stakes and 6 trimmed.
The largest buyer was Planning Center Inc, opening a new position worth an estimated $60.2M. The largest seller was Smartleaf Asset Management, cutting an estimated $260K.
- 43 institutional investors held Dimensional International Core Fixed Income ETF (DFGX) as of Q2 2024, up from 36 in Q1 2024.
- Funds reported $228M of Dimensional International Core Fixed Income ETF stock for Q2 2024, up 83% quarter-over-quarter.
- 9 funds opened new Dimensional International Core Fixed Income ETF positions in Q2 2024 and 2 closed out, a net change of +7 holders.
- The largest Dimensional International Core Fixed Income ETF buyer in Q2 2024 was Planning Center Inc, an estimated $60.2M added.
- The largest Dimensional International Core Fixed Income ETF seller in Q2 2024 was Smartleaf Asset Management, an estimated $260K sold.
Based on aggregated 13F filings for Q2 2024.