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.
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%)
Top Buyers
| 1 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
+$9.42M |
| 2 |
PP
PrairieView Partners
St. Paul,
Minnesota
|
+$7.06M |
| 3 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$4.85M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$4.73M |
| 5 |
Jane Street
New York
|
+$2.57M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $270K | +$266K | +4,983 | New |
|
|
PAG
52
Private Advisor Group
Morristown,
New Jersey
| $269K | +$266K | +4,980 | New |
|
|
TWM
53
TCFG Wealth Management
Laguna Niguel,
California
| $259K | +$256K | +4,782 | New |
|
54
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $104K | +$103K | +1,923 | New |
|
55
Citigroup
New York
| $84.4K | +$83.4K | +1,559 | New |
|
|
PFM
56
Phillips Financial Management
Fort Wayne,
Indiana
| $74.9K | -$320K | -5,985 | -81% |
|
57
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $57.9K | +$57.2K | +1,070 | New |
|
|
GM
58
GeoWealth Management
Chicago,
Illinois
| $39.2K | +$36.9K | +690 | +1,971% |
|
|
VWWMG
59
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| $32.4K | +$53 | +1 | +0.2% |
|
|
HNB
60
Huntington National Bank
Columbus,
Ohio
| $2.39K | – | – | – |
|
|
ATPW
61
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$102K | -1,939 | Closed |
|
62
Wells Fargo
San Francisco,
California
| – | -$3.05K | -58 | Closed |
|
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.