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Dimensional International Core Fixed Income ETF

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: 35 (+2)

37% more funds holding

Funds holding: 4359 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PCI
1
Planning Center Inc
Illinois
$62.6M +$494K +9,245 +0.8%
HIGP
2
Hill Investment Group Partners
Missouri
$41.8M -$229K -4,274 -0.5%
AFA
3
Alpha Financial Advisors
North Carolina
$28.2M +$1.26M +23,472 +5%
HighTower Advisors
4
HighTower Advisors
Illinois
$21M +$621K +11,609 +3%
AssetMark Inc
5
AssetMark Inc
California
$14.6M -$355K -6,635 -2%
MWM
6
Mattern Wealth Management
Kansas
$14.5M +$9.42M +176,090 +190%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$9.92M +$838K +15,672 +9%
YWM
8
Yardley Wealth Management
Pennsylvania
$9.74M +$9.62M +179,936 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$8.33M +$437K +8,174 +6%
PP
10
PrairieView Partners
Minnesota
$7.15M +$7.06M +132,093 New
Jane Street
11
Jane Street
New York
$7.09M +$2.57M +48,037 +58%
Bank of America
12
Bank of America
North Carolina
$6.67M +$1.46M +27,287 +28%
DPW
13
DiNuzzo Private Wealth
Pennsylvania
$5.38M +$402K +7,518 +8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.3M +$1.55M +29,050 +42%
PCA
15
Prosperity Capital Advisors
Ohio
$4.91M +$4.85M +90,776 New
PAS
16
Park Avenue Securities
New York
$4.79M +$4.73M +88,534 New
OIA
17
OneDigital Investment Advisors
Kansas
$3.53M +$871K +16,289 +33%
Betterment LLC
18
Betterment LLC
New York
$3.38M +$325K +6,082 +11%
LAM
19
LifePro Asset Management
California
$3.18M +$504K +9,423 +19%
Truist Financial
20
Truist Financial
North Carolina
$2.74M +$439K +8,218 +19%
SWM
21
Sterling Wealth Management
Illinois
$2.7M +$2.05M +38,309 +333%
LG
22
LAM Group
Oregon
$2.57M +$1.15M +21,535 +83%
BCI
23
Brinker Capital Investments
Pennsylvania
$2.27M -$58.9K -1,102 -3%
OPS
24
Orion Portfolio Solutions
Nebraska
$2.27M -$58.9K -1,102 -3%
OMC
25
Old Mission Capital
Illinois
$1.9M +$1.6M +30,011 +586%

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.