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Dimensional Global ex US Core Fixed Income ETF
DFGX

Overview Fund Activity

77 hedge funds and large institutions have $470M invested in Dimensional Global ex US Core Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+18
Holders Change %
+30.51%
% of All Funds
1.03%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.17%
New
22
Increased
45
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
1
PrairieView Partners
Minnesota
$41.7M
2
AC
2
Apella Capital
Connecticut
$17.1M
3
GM
3
GeoWealth Management
Illinois
$15.3M
4
HIGP
4
Hill Investment Group Partners
Missouri
$47.7M
5
PCA
5
Prosperity Capital Advisors
Ohio
$7.81M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.44M
2
OMC
2
Old Mission Capital
Illinois
$0
3
VF
3
Virtu Financial
New York
$0
4
RA
4
RFG Advisory
Alabama
$601K
5
AssetMark Inc
5
AssetMark Inc
California
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$4.44M -$2.42M -46,285 -35%
VPF
27
Vantage Point Financial
Illinois
$3.98M +$3.98M +76,124 New
Betterment LLC
28
Betterment LLC
New York
$3.34M +$67.7K +1,294 +2%
LG
29
LAM Group
Oregon
$3.32M +$839K +16,035 +34%
PAG
30
Private Advisor Group
New Jersey
$3.23M +$2.97M +56,768 +1,140%
Truist Financial
31
Truist Financial
North Carolina
$2.96M +$307K +5,877 +12%
SWM
32
Sterling Wealth Management
Illinois
$2.95M +$348K +6,659 +13%
TIAM2
33
Tru Independence Asset Management 2
Oregon
$2.89M +$2.11M +40,359 +272%
OPS
34
Orion Portfolio Solutions
Nebraska
$2.81M +$612K +11,691 +28%
BCI
35
Brinker Capital Investments
Pennsylvania
$2.81M +$612K +11,691 +28%
VFP
36
Vested Financial Planning
California
$2.26M +$2.26M +43,288 New
T
37
Tableaux
Massachusetts
$1.88M +$1.88M +35,851 New
SFS
38
Sowell Financial Services
Arkansas
$1.3M +$233K +4,451 +22%
WP
39
Wealthspan Partners
Iowa
$1.26M +$273K +5,216 +28%
CC
40
Copperleaf Capital
North Carolina
$1.15M +$276K +5,282 +32%
EWA
41
EverSource Wealth Advisors
Alabama
$1.1M +$140K +2,677 +15%
SAM
42
Smartleaf Asset Management
Massachusetts
$1.04M +$81.5K +1,555 +8%
EC
43
Elequin Capital
New York
$968K +$968K +18,511 New
FFA
44
Farther Finance Advisors
California
$929K +$388K +7,416 +72%
BP
45
BWM Planning
Texas
$922K – – –
NA
46
Note Advisors
New York
$893K +$893K +17,070 New
PWIA
47
Porter White Investment Advisors
Alabama
$768K +$272K +5,207 +55%
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$699K +$2.72K +52 +0.4%
HKIMG
49
Hutchens & Kramer Investment Management Group
Indiana
$614K -$8.53K -163 -1%
MEG
50
Millstone Evans Group
Colorado
$608K +$608K +11,621 New
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2
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