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Dimensional International Core Fixed Income ETF

101 hedge funds and large institutions have $661M invested in Dimensional International Core Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

118% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 22

16% more capital invested

Capital invested by funds: $571M → $661M (+$89.7M)

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

10% more funds holding

Funds holding: 92101 (+9)

1.53% less ownership

Funds ownership: 73.1%71.57% (-1.5%)

Holders
101
Holders Change
+9
Holders Change %
+9.78%
% of All Funds
1.33%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.22%
New
18
Increased
48
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Apella Capital
Connecticut
$71.9M +$21.7M +411,664 +44%
PCI
2
Planning Center Inc
Illinois
$67.6M +$1.65M +31,320 +3%
HIGP
3
Hill Investment Group Partners
Missouri
$48.7M +$130K +2,459 +0.3%
PP
4
PrairieView Partners
Minnesota
$45.4M +$1.01M +19,061 +2%
UWM
5
United Wealth Management
Virginia
$30.8M -$701K -13,279 -2%
AFA
6
Alpha Financial Advisors
North Carolina
$30.8M +$1.44M +27,383 +5%
MSWMA
7
Market Street Wealth Management Advisors
Indiana
$25.3M +$4.01M +76,057 +19%
HighTower Advisors
8
HighTower Advisors
Illinois
$21.7M -$695K -13,169 -3%
VP
9
Verisail Partners
Georgia
$20.5M +$113K +2,139 +0.6%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$20.2M +$10.2M +192,758 +104%
MWM
11
Mattern Wealth Management
Kansas
$16.3M +$193K +3,663 +1%
AssetMark Inc
12
AssetMark Inc
California
$15M +$1.17M +22,260 +9%
PAG
13
Private Advisor Group
New Jersey
$13.1M +$2.48M +46,965 +24%
GM
14
GeoWealth Management
Illinois
$12.6M -$3.43M -64,972 -22%
SRB
15
Shotwell Rutter Baer
Michigan
$12.1M +$12M +227,258 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$12M +$1.88M +35,656 +19%
SF
17
SageOak Financial
Oklahoma
$11.2M -$52.9K -1,003 -0.5%
IA
18
Integrity Alliance
Iowa
$10.4M -$69.2K -1,311 -0.7%
YWM
19
Yardley Wealth Management
Pennsylvania
$10.3M +$328K +6,222 +3%
SCA
20
Strathmore Capital Advisors
North Carolina
$9.49M +$9.4M +178,127 New
Mariner
21
Mariner
Kansas
$9.3M +$1.83M +34,734 +25%
VWM
22
Vermillion Wealth Management
Minnesota
$8.69M +$501K +9,501 +6%
BWA
23
Babb Wealth Advisors
Arizona
$8.57M +$390K +7,383 +5%
PCA
24
Prosperity Capital Advisors
Ohio
$8.54M +$216K +4,090 +3%
HIA
25
HFM Investment Advisors
New Jersey
$7.96M -$2.18M -41,332 -22%

DFGX Hedge Fund Activity: Q2 2025 in Review

101 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Core Fixed Income ETF (DFGX) for Q2 2025, worth a combined $661M — up 16% from $571M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DFGX positions and 8 closed out — a net gain of 10 holders — while 48 added to existing stakes and 22 trimmed.

The largest buyer was Apella Capital, adding an estimated $21.7M. The largest seller was Park Avenue Securities, exiting entirely with an estimated $4.71M sold.

  • 101 institutional investors held Dimensional International Core Fixed Income ETF (DFGX) as of Q2 2025, up from 92 in Q1 2025.
  • Funds reported $661M of Dimensional International Core Fixed Income ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 18 funds opened new Dimensional International Core Fixed Income ETF positions in Q2 2025 and 8 closed out, a net change of +10 holders.
  • The largest Dimensional International Core Fixed Income ETF buyer in Q2 2025 was Apella Capital, an estimated $21.7M added.
  • The largest Dimensional International Core Fixed Income ETF seller in Q2 2025 was Park Avenue Securities, an estimated $4.71M sold.

Based on aggregated 13F filings for Q2 2025.