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Dimensional International Core Fixed Income ETF

77 hedge funds and large institutions have $470M invested in Dimensional International 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

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

543% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 7

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

59% more capital invested

Capital invested by funds: $295M → $470M (+$175M)

31% more funds holding

Funds holding: 5977 (+18)

13.17% more ownership

Funds ownership: 59.84%73.01% (+13%)

Holders
77
Holders Change
+18
Holders Change %
+30.51%
% of All Funds
1.01%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PCI
1
Planning Center Inc
Illinois
$61.7M +$1.25M +23,327 +2%
HIGP
2
Hill Investment Group Partners
Missouri
$47.7M +$6.13M +114,635 +14%
PP
3
PrairieView Partners
Minnesota
$41.7M +$35.6M +665,844 +504%
UWM
4
United Wealth Management
Virginia
$30.2M +$30.9M +576,800 New
AFA
5
Alpha Financial Advisors
North Carolina
$28M +$746K +13,944 +3%
HighTower Advisors
6
HighTower Advisors
Illinois
$21.1M +$837K +15,642 +4%
VP
7
Verisail Partners
Georgia
$19.4M +$19.8M +370,423 New
AC
8
Apella Capital
Connecticut
$17.1M +$17.5M +327,261 New
GM
9
GeoWealth Management
Illinois
$15.3M +$15.6M +290,956 +40,132%
MWM
10
Mattern Wealth Management
Kansas
$14.7M +$663K +12,399 +5%
AssetMark Inc
11
AssetMark Inc
California
$13.9M -$232K -4,337 -2%
YWM
12
Yardley Wealth Management
Pennsylvania
$11.5M +$2.1M +39,318 +22%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$9.71M +$124K +2,319 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$8.72M +$685K +12,806 +8%
SCA
15
Strathmore Capital Advisors
North Carolina
$8.7M +$8.9M +166,314 New
SF
16
SageOak Financial
Oklahoma
$8.01M +$8.19M +153,078 New
PCA
17
Prosperity Capital Advisors
Ohio
$7.81M +$3.13M +58,444 +64%
BWA
18
Babb Wealth Advisors
Arizona
$7.55M +$7.72M +144,249 New
Bank of America
19
Bank of America
North Carolina
$7.51M +$1.09M +20,425 +17%
VWM
20
Vermillion Wealth Management
Minnesota
$7.39M +$7.55M +141,211 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$6.19M +$1.09M +20,425 +21%
DPW
22
DiNuzzo Private Wealth
Pennsylvania
$5.61M +$419K +7,829 +8%
PAS
23
Park Avenue Securities
New York
$4.68M +$53.3K +996 +1%
OIA
24
OneDigital Investment Advisors
Kansas
$4.66M +$1.28M +23,999 +37%
Citadel Advisors
25
Citadel Advisors
Florida
$4.45M +$2.76M +51,515 +153%

DFGX Hedge Fund Activity: Q4 2024 in Review

77 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Core Fixed Income ETF (DFGX) for Q4 2024, worth a combined $470M — up 59% from $295M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFGX positions and 3 closed out — a net gain of 19 holders — while 45 added to existing stakes and 7 trimmed.

The largest buyer was PrairieView Partners, adding an estimated $35.6M. The largest seller was Jane Street, cutting an estimated $2.48M.

  • 77 institutional investors held Dimensional International Core Fixed Income ETF (DFGX) as of Q4 2024, up from 59 in Q3 2024.
  • Funds reported $470M of Dimensional International Core Fixed Income ETF stock for Q4 2024, up 59% quarter-over-quarter.
  • 22 funds opened new Dimensional International Core Fixed Income ETF positions in Q4 2024 and 3 closed out, a net change of +19 holders.
  • The largest Dimensional International Core Fixed Income ETF buyer in Q4 2024 was PrairieView Partners, an estimated $35.6M added.
  • The largest Dimensional International Core Fixed Income ETF seller in Q4 2024 was Jane Street, an estimated $2.48M sold.

Based on aggregated 13F filings for Q4 2024.