We are live on ! Find out more
DFGX icon

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
36
Holders Change
+21
Holders Change %
+140%
% of All Funds
0.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
9
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIGP
Hill Investment Group Partners
Missouri
+$32M
2
HighTower Advisors
HighTower Advisors
Illinois
+$12.8M
3
MWM
Mattern Wealth Management
Kansas
+$3.58M
4
Bank of America
Bank of America
North Carolina
+$3.57M
5
LAM
LifePro Asset Management
California
+$2.22M

Top Sellers

1
Jane Street
Jane Street
New York
-$4.97M
2
TC
TownSquare Capital
Utah
-$406K
3
BCI
Brinker Capital Investments
Pennsylvania
-$126K
4
OPS
Orion Portfolio Solutions
Nebraska
-$126K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$42K
Name Holding Trade Value Shares
Change 		Change in
Stake
HIGP
1
Hill Investment Group Partners
Missouri
$32.3M +$32M +609,987 New
AFA
2
Alpha Financial Advisors
North Carolina
$26.3M +$1.21M +22,986 +5%
HighTower Advisors
3
HighTower Advisors
Illinois
$19.6M +$12.8M +243,108 +193%
VAS
4
Vestmark Advisory Solutions
Massachusetts
$8.79M +$149K +2,829 +2%
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$4.82M +$280K +5,330 +6%
MWM
6
Mattern Wealth Management
Kansas
$4.01M +$3.58M +68,234 +928%
Bank of America
7
Bank of America
North Carolina
$3.6M +$3.57M +67,945 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.42M +$1.01M +19,165 +72%
LAM
9
LifePro Asset Management
California
$2.24M +$2.22M +42,249 New
Betterment LLC
10
Betterment LLC
New York
$2.15M +$2.13M +40,596 New
Jane Street
11
Jane Street
New York
$1.95M -$4.97M -94,707 -72%
BCI
12
Brinker Capital Investments
Pennsylvania
$1.82M -$126K -2,392 -7%
OPS
13
Orion Portfolio Solutions
Nebraska
$1.82M -$126K -2,392 -7%
OIA
14
OneDigital Investment Advisors
Kansas
$1.81M +$1.79M +34,102 New
Truist Financial
15
Truist Financial
North Carolina
$1.71M +$312K +5,947 +23%
LG
16
LAM Group
Oregon
$1.23M +$1.18M +22,410 +2,968%
SAM
17
Smartleaf Asset Management
Massachusetts
$1.07M +$1.06M +20,104 New
HKIMG
18
Hutchens & Kramer Investment Management Group
Indiana
$866K +$861K +16,398 New
RA
19
RFG Advisory
Alabama
$839K +$831K +15,821 New
EWA
20
EverSource Wealth Advisors
Alabama
$791K +$798K +15,202 New
CC
21
Copperleaf Capital
North Carolina
$660K +$654K +12,458 New
RFP
22
RCS Financial Planning
Maryland
$521K +$516K +9,823 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$508K +$503K +9,575 New
FFA
24
Farther Finance Advisors
California
$487K +$484K +9,210 New
PWIA
25
Porter White Investment Advisors
Alabama
$402K +$398K +7,581 New
1
2

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.