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Dimensional International Core Fixed Income ETF
DFGX

59 hedge funds and large institutions have $295M invested in Dimensional International Core Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

190% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 10

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

37% more funds holding

Funds holding: 43 → 59 (+16)

29% more capital invested

Capital invested by funds: $228M → $295M (+$66.7M)

0.43% less ownership

Funds ownership: 60.28% → 59.84% (-0.43%)

Holders
59
Holders Change
+16
Holders Change %
+37.21%
% of All Funds
0.85%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
19
Increased
29
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Mattern Wealth Management
Kansas
+$9.42M
2
PP
PrairieView Partners
Minnesota
+$7.06M
3
PCA
Prosperity Capital Advisors
Ohio
+$4.85M
4
PAS
Park Avenue Securities
New York
+$4.73M
5
Jane Street
Jane Street
New York
+$2.57M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$355K
2
PFM
Phillips Financial Management
Indiana
-$320K
3
HIGP
Hill Investment Group Partners
Missouri
-$229K
4
FFS
Founders Financial Securities
Maryland
-$116K
5
HKIMG
Hutchens & Kramer Investment Management Group
Indiana
-$114K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.82M +$1.8M +33,584 New
RA
27
RFG Advisory
Alabama
$1.11M +$49.4K +923 +5%
SFS
28
Sowell Financial Services
Arkansas
$1.1M +$1.09M +20,309 New
VF
29
Virtu Financial
New York
$1.05M +$1.04M +19,452 New
WP
30
Wealthspan Partners
Iowa
$1.02M +$1.01M +18,941 New
EWA
31
EverSource Wealth Advisors
Alabama
$994K +$73.4K +1,372 +8%
SAM
32
Smartleaf Asset Management
Massachusetts
$993K +$171K +3,193 +21%
BP
33
BWM Planning
Texas
$954K +$943K +17,628 New
CC
34
Copperleaf Capital
North Carolina
$903K +$217K +4,054 +32%
TIAM2
35
Tru Independence Asset Management 2
Oregon
$802K +$793K +14,830 New
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$720K -$8.66K -162 -1%
HKIMG
37
Hutchens & Kramer Investment Management Group
Indiana
$646K -$114K -2,127 -15%
FFA
38
Farther Finance Advisors
California
$559K +$74.9K +1,400 +16%
IA
39
IFP Advisors
Florida
$548K +$212K +3,960 +64%
PWIA
40
Porter White Investment Advisors
Alabama
$513K +$61.2K +1,144 +14%
CW
41
CreativeOne Wealth
Kansas
$456K +$208K +3,887 +86%
SA
42
Stewardship Advisors
Pennsylvania
$441K +$436K +8,153 New
Osaic Holdings
43
Osaic Holdings
Arizona
$428K -$88.2K -1,650 -17%
RFP
44
RCS Financial Planning
Maryland
$379K -$76.9K -1,438 -17%
KWM
45
KFG Wealth Management
Indiana
$318K +$47K +879 +18%
APC
46
Aspire Private Capital
North Carolina
$314K +$142K +2,662 +85%
FFS
47
Founders Financial Securities
Maryland
$297K -$116K -2,170 -28%
OA
48
Oceanside Advisors
South Carolina
$296K – – –
AWA
49
Acorn Wealth Advisors
Michigan
$293K +$290K +5,415 New
KAS
50
Kestra Advisory Services
Texas
$283K +$279K +5,225 New
1
2
3

DFGX Hedge Fund Activity: Q3 2024 in Review

59 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Core Fixed Income ETF (DFGX) for Q3 2024, worth a combined $295M — up 29% from $228M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DFGX positions and 2 closed out — a net gain of 17 holders — while 29 added to existing stakes and 10 trimmed.

The largest buyer was Mattern Wealth Management, adding an estimated $9.42M. The largest seller was AssetMark Inc, cutting an estimated $355K.

  • 59 institutional investors held Dimensional International Core Fixed Income ETF (DFGX) as of Q3 2024, up from 43 in Q2 2024.
  • Funds reported $295M of Dimensional International Core Fixed Income ETF stock for Q3 2024, up 29% quarter-over-quarter.
  • 19 funds opened new Dimensional International Core Fixed Income ETF positions in Q3 2024 and 2 closed out, a net change of +17 holders.
  • The largest Dimensional International Core Fixed Income ETF buyer in Q3 2024 was Mattern Wealth Management, an estimated $9.42M added.
  • The largest Dimensional International Core Fixed Income ETF seller in Q3 2024 was AssetMark Inc, an estimated $355K sold.

Based on aggregated 13F filings for Q3 2024.