DFGX icon

Dimensional Global ex US Core Fixed Income ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
PCI
1
Planning Center Inc
Illinois
$61.7M 1,179,388 +23,327 +2%
HIGP
2
Hill Investment Group Partners
Missouri
$47.7M 912,235 +114,635 +14%
PP
3
PrairieView Partners
Minnesota
$41.7M 797,937 +665,844 +504%
UWM
4
United Wealth Management
Virginia
$30.2M 576,800 +576,800 New
AFA
5
Alpha Financial Advisors
North Carolina
$28M 534,795 +13,944 +3%
HighTower Advisors
6
HighTower Advisors
Illinois
$21.1M 403,426 +15,642 +4%
VP
7
Verisail Partners
Georgia
$19.4M 370,423 +370,423 New
AC
8
Apella Capital
Connecticut
$17.1M 327,261 +327,261 New
GM
9
GeoWealth Management
Illinois
$15.3M 291,681 +290,956 +40,132%
MWM
10
Mattern Wealth Management
Kansas
$14.7M 281,234 +12,399 +5%
AssetMark Inc
11
AssetMark Inc
California
$13.9M 265,851 -4,337 -2%
YWM
12
Yardley Wealth Management
Pennsylvania
$11.5M 219,254 +39,318 +22%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$9.71M 185,619 +2,319 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$8.72M 166,747 +12,806 +8%
SCA
15
Strathmore Capital Advisors
North Carolina
$8.7M 166,314 +166,314 New
SF
16
SageOak Financial
Oklahoma
$8.01M 153,078 +153,078 New
PCA
17
Prosperity Capital Advisors
Ohio
$7.81M 149,220 +58,444 +64%
BWA
18
Babb Wealth Advisors
Arizona
$7.55M 144,249 +144,249 New
Bank of America
19
Bank of America
North Carolina
$7.51M 143,625 +20,425 +17%
VWM
20
Vermillion Wealth Management
Minnesota
$7.39M 141,211 +141,211 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$6.19M 118,367 +20,425 +21%
DPW
22
DiNuzzo Private Wealth
Pennsylvania
$5.61M 107,307 +7,829 +8%
PAS
23
Park Avenue Securities
New York
$4.68M 89,530 +996 +1%
OIA
24
OneDigital Investment Advisors
Kansas
$4.66M 89,145 +23,999 +37%
Citadel Advisors
25
Citadel Advisors
Florida
$4.45M 85,099 +51,515 +153%