DFGX Institutional Ownership
Dimensional - International Core Fixed Income ETF
1W: -0.0%
1M: -0.9%
3M: -4.2%
YTD: -2.4%
1Y: -2.5%
$51.26
-0.02 (-0.03%)
Weekly Expected Move ±0.7%
$51
$51
$51
$52
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Overview
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Institutional Ownership — DFGX
190
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
26
New Positions
118
Increased
30
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (200 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Apella Capital, LLC | 2,259,550 | $116M | +128,611 | +6.0% | 7Q | SEC ↗ |
| 2 | Planning Center, Inc. | 1,595,524 | $82M | +42,955 | +2.8% | 9Q | SEC ↗ |
| 3 | Ironwood Wealth Management, LLC. NEW | 952,480 | $49M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Elser Financial Planning, Inc | 779,026 | $40M | +71,171 | +10.1% | 3Q | SEC ↗ |
| 5 | MARKET STREET WEALTH MANAGEMENT ADVISO | 738,963 | $38M | +21,725 | +3.0% | 6Q | SEC ↗ |
| 6 | United Wealth Management, LLC | 676,064 | $35M | +15,657 | +2.4% | 7Q | SEC ↗ |
| 7 | Hill Investment Group Partners, LLC | 660,685 | $34M | -17,852 | -2.6% | 10Q | SEC ↗ |
| 8 | Private Wealth Management Group, LLC | 635,640 | $33M | +16,339 | +2.6% | 4Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 594,298 | $30M | +128,942 | +27.7% | 11Q | SEC ↗ |
| 10 | Guardian Wealth Management, LLC | 486,969 | $25M | +38,599 | +8.6% | 3Q | SEC ↗ |
| 11 | HighTower Advisors, LLC | 468,562 | $24M | +2,088 | +0.4% | 11Q | SEC ↗ |
| 12 | Alpha Financial Advisors, LLC | 467,359 | $24M | -232,503 | -33.2% | 11Q | SEC ↗ |
| 13 | Verisail Partners, LLC | 450,943 | $23M | +15,991 | +3.7% | 7Q | SEC ↗ |
| 14 | LIBERTY WEALTH MANAGEMENT LLC | 387,348 | $20M | — | +0.0% | 3Q | SEC ↗ |
| 15 | Mattern Wealth Management LLC | 384,379 | $20M | +16,083 | +4.4% | 11Q | SEC ↗ |
| 16 | Eaton-Cambridge Inc. | 372,058 | $19M | +46,800 | +14.4% | 2Q | SEC ↗ |
| 17 | Equita Financial Network, Inc. | 365,866 | $19M | +13,893 | +3.9% | 4Q | SEC ↗ |
| 18 | Vermillion Wealth Management, Inc. | 357,028 | $18M | +45,347 | +14.5% | 7Q | SEC ↗ |
| 19 | Kestra Investment Management, LLC | 337,014 | $17M | +78,548 | +30.4% | 5Q | SEC ↗ |
| 20 | BANK OF AMERICA CORP /DE | 334,133 | $17M | +23,693 | +7.6% | 10Q | SEC ↗ |
| 21 | GeoWealth Management, LLC | 316,735 | $16M | +10,444 | +3.4% | 9Q | SEC ↗ |
| 22 | Oakwell Private Wealth Management, LLC | 310,477 | $16M | +5,438 | +1.8% | 4Q | SEC ↗ |
| 23 | JMG Financial Group, Ltd. | 288,905 | $15M | +212,536 | +278.3% | 2Q | SEC ↗ |
| 24 | Private Advisor Group, LLC | 287,453 | $15M | -34,818 | -10.8% | 8Q | SEC ↗ |
| 25 | ASSETMARK, INC | 279,075 | $14M | +15,136 | +5.7% | 9Q | SEC ↗ |
| 26 | Savant Capital, LLC | 274,405 | $14M | -279,562 | -50.5% | 4Q | SEC ↗ |
| 27 | IMA Advisory Services, Inc. NEW | 272,457 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Vestmark Advisory Solutions, Inc. | 271,081 | $14M | — | +0.0% | 11Q | SEC ↗ |
| 29 | Parkwoods Wealth Partners, LLC NEW | 270,512 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Shotwell Rutter Baer Inc | 264,904 | $14M | +1,946 | +0.7% | 5Q | SEC ↗ |
| 31 | Strathmore Capital Advisors, Inc. | 263,676 | $14M | +47,981 | +22.2% | 5Q | SEC ↗ |
| 32 | Babb Wealth Advisors LLC | 257,900 | $13M | +21,095 | +8.9% | 7Q | SEC ↗ |
| 33 | INTEGRITY ALLIANCE, LLC. | 254,386 | $13M | +1,267 | +0.5% | 6Q | SEC ↗ |
| 34 | Yardley Wealth Management LLC | 252,993 | $13M | +20,131 | +8.6% | 8Q | SEC ↗ |
| 35 | SageOak Financial, LLC | 246,732 | $13M | +9,665 | +4.1% | 7Q | SEC ↗ |
| 36 | Johnson Wealth Management, LLC | 243,427 | $12M | +35,799 | +17.2% | 4Q | SEC ↗ |
| 37 | Integrity Advisory Solutions, LLC | 222,418 | $11M | +34,051 | +18.1% | 4Q | SEC ↗ |
| 38 | Clarity Wealth Development LLC NEW | 219,887 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 39 | BEACON HILL WEALTH MANAGEMENT LTD. NEW | 206,600 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 40 | OneDigital Investment Advisors LLC | 196,295 | $10M | +10,717 | +5.8% | 10Q | SEC ↗ |
| 41 | HFM Investment Advisors, LLC | 193,410 | $10M | +3,428 | +1.8% | 6Q | SEC ↗ |
| 42 | C2P Capital Advisory Group, LLC d.b.a. | 188,565 | $10M | +16,387 | +9.5% | 8Q | SEC ↗ |
| 43 | E6 Portfolios, LLC | 186,105 | $10M | +30,643 | +19.7% | 3Q | SEC ↗ |
| 44 | Stratos Investment Management, LLC | 170,910 | $9M | +8,643 | +5.3% | 5Q | SEC ↗ |
| 45 | AA Financial Advisors, LLC | 151,798 | $8M | +4,283 | +2.9% | 2Q | SEC ↗ |
| 46 | BRIDGE GENERATIONS WEALTH MANAGEMENT L | 145,346 | $7M | +37,181 | +34.4% | 6Q | SEC ↗ |
| 47 | PARK AVENUE SECURITIES LLC | 130,926 | $7M | +31,992 | +32.3% | 2Q | SEC ↗ |
| 48 | Sterling Wealth Management, Inc. | 112,208 | $6M | +1,181 | +1.1% | 5Q | SEC ↗ |
| 49 | Farther Finance Advisors, LLC | 111,512 | $6M | -8,096 | -6.8% | 10Q | SEC ↗ |
| 50 | Betterment LLC | 107,366 | $6M | +1,607 | +1.5% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Ironwood Wealth Management, LLC. | 952,480 | $49M |
| IMA Advisory Services, Inc. | 272,457 | $14M |
| Parkwoods Wealth Partners, LLC | 270,512 | $14M |
| Clarity Wealth Development LLC | 219,887 | $11M |
| BEACON HILL WEALTH MANAGEMENT LTD. | 206,600 | $11M |
| Spectrum Advisors, Inc. | 68,938 | $4M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 30,275 | $2M |
| Apollon Wealth Management, LLC | 17,237 | $884K |
| BCM ADVISORS, LLC | 14,921 | $765K |
| IHT Wealth Management, LLC | 8,660 | $444K |
| Clear Creek Financial Management, L | 6,627 | $340K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 6,249 | $320K |
| Venture Visionary Partners LLC | 6,077 | $312K |
| Innovative Asset Advisors Group, LL | 5,681 | $291K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 5,614 | $288K |
| Inspire Advisors, LLC | 4,958 | $254K |
| Corient Private Wealth LP | 4,854 | $249K |
| HRT FINANCIAL LP | 4,619 | $237K |
| Diversify Advisory Services, LLC | 4,299 | $220K |
| Stratos Wealth Partners, LTD. | 4,215 | $216K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 40,412 | $2M |
| Broadhurst Jeffrey B | 38,825 | $2M |
| Thrivent Financial for Lutherans | 27,011 | $1M |
| Linscomb Wealth, Inc. | 19,338 | $991K |
| CITADEL ADVISORS LLC | 15,256 | $782K |
| Quadrature Capital Ltd | 10,330 | $530K |
| Baer Investment Advisory LLC | 5,427 | $278K |
| WEALTHSPAN PARTNERS, LLC | 4,783 | $245K |
| Savvy Advisors, Inc. | 4,256 | $218K |
| Clarity Asset Management, Inc. | 1,710 | $88K |
| ROYAL BANK OF CANADA | 715 | $37K |
| HHM Wealth Advisors, LLC | 294 | $15K |
| Atlantic Union Bankshares Corp | 233 | $12K |
| HAZLETT, BURT & WATSON, INC. | 188 | $10K |
| Wellington Grp LLC | 85 | $4K |