Skip to content
Disclosery

DFGX DIMENSIONAL ETF TRUST

Follow

INTL COR FIX ETF (fund)

77 managers (79 13F filers) reported a position in DFGX shares at 2024-12-31, 8,988,339 shares in all. 10 filers opened a position and 3 filers sold out during the quarter.

Managers
77
13F filers
79
New
10
Added
45
Reduced
7
Sold out
3
Shares held by filers
8,988,339

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Planning Center, Inc.1,179,388$61.7M7.83%+23,32713F-HRTimeline
Hill Investment Group Partners, LLC912,235$47.7M6.4%+114,63513F-HRTimeline
PrairieView Partners, LLC797,937$41.7M4.36%+665,84413F-HRTimeline
United Wealth Management, LLC576,800$30.2M10.17%13F-HRTimeline
Alpha Financial Advisors, LLC534,795$28M12.67%+13,94413F-HRTimeline
HighTower Advisors, LLC403,426$21.1M0.03%+15,64213F-HRTimeline
Verisail Partners, LLC370,423$19.4M9.07%13F-HRTimeline
Apella Capital, LLC327,261$17.1M0.66%new13F-HRTimeline
GeoWealth Management, LLC291,681$15.3M0.5%+290,95613F-HRTimeline
Mattern Wealth Management LLC281,234$14.7M3.25%+12,39913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC265,851$13.9M0.04%-4,33713F-HRTimelineGroup
Yardley Wealth Management LLC219,254$11.5M5.6%+39,31813F-HRTimeline
Vestmark Advisory Solutions, Inc.185,619$9.71M0.33%+2,31913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding180,099$9.42M+12,858Timeline
Strathmore Capital Advisors, Inc.166,314$8.7M6.33%13F-HRTimeline
SageOak Financial, LLC153,078$8.01M7.32%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …149,220$7.81M0.63%+58,44413F-HR/ATimeline
Babb Wealth Advisors LLC144,249$7.55M6.08%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/143,625$7.51M<0.01%+20,42513F-HRTimelineGroup
Vermillion Wealth Management, Inc.141,211$7.39M3.78%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC118,367$6.19M0.01%+20,42513F-HRTimeline
DiNuzzo Private Wealth, Inc.107,307$5.61M0.71%+7,82913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC89,530$4.68M0.05%+99613F-HRTimelineGroup
OneDigital Investment Advisors LLC89,145$4.66M0.05%+23,99913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC85,099$4.45M<0.01%+51,51513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC84,809$4.44M0.01%-46,28513F-HRTimelineGroup
Vantage Point Financial LLC76,124$3.98M2.15%13F-HRTimeline
Betterment LLC63,855$3.34M0.01%+1,29413F-HRTimeline
LAM GROUP, INC.63,480$3.32M2.37%+16,03513F-HRTimeline
Private Advisor Group, LLC61,748$3.23M0.02%+56,76813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP56,512$2.96M<0.01%+5,87713F-HRTimelineGroup
Sterling Wealth Management, Inc.56,469$2.95M1.09%+6,65913F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC55,189$2.89M2.41%+40,35913F-HRTimeline
Orion Porfolio Solutions, LLC53,672$2.81M0.03%+11,69113F-HRTimeline
Orion Portfolio Solutions, LLC53,672$2.81M0.03%+11,69113F-HRTimeline
Vested Financial Planning, LLC43,288$2.26M2.15%13F-HRTimeline
TABLEAUX LLC35,851$1.88M1.55%13F-HRTimeline
Sowell Financial Services LLC24,760$1.3M0.07%+4,45113F-HRTimeline
WEALTHSPAN PARTNERS, LLC24,157$1.26M0.6%+5,21613F-HRTimeline
Copperleaf Capital, LLC21,971$1.15M0.73%+5,28213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21,038$1.1M0.06%+2,67713F-HRTimelineGroup
Smartleaf Asset Management LLC19,901$1.04M0.11%+1,55513F-HRTimeline
Elequin Capital, LP18,511$968K0.11%new13F-HRTimeline
Farther Finance Advisors, LLC17,755$929K0.03%+7,41613F-HRTimeline
BWM Planning, LLC17,628$922K0.4%013F-HRTimeline
Note Advisors, LLC17,070$893K0.79%13F-HRTimeline
Porter White Investment Advisors, Inc.14,685$768K0.39%+5,20713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding14,365$752K+9,140Timeline
Hutchens & Kramer Investment Management…11,726$614K0.33%-16313F-HRTimeline
Millstone Evans Group, LLC11,621$608K0.41%13F-HRTimeline
IFP Advisors, Inc11,521$603K0.02%+1,38813F-HRTimeline
RFG Advisory, LLC11,479$601K0.02%-9,10313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,755$563K0.02%+2,33313F-HRTimelineGroup
Stewardship Advisors, LLC10,269$537K0.15%+2,11613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,050$526K<0.01%+2,14013F-HR/ATimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV8,115$425K0.29%13F-HRTimeline
RCS Financial Planning, LLC7,365$385K0.21%+35313F-HRTimeline
Geneos Wealth Management Inc.6,324$331K0.01%new13F-HRTimeline
Aspire Private Capital, LLC6,247$327K0.08%+45013F-HRTimeline
Acorn Wealth Advisors, LLC5,586$292K0.12%+17113F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC5,561$291K0.15%+77913F-HRTimelineGroup
Oceanside Advisors LLC5,462$286K0.21%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC5,295$277K0.05%-58613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,787$250K0.02%-69513F-HRTimeline
Cambridge Investment Research Advisors,…4,648$243K<0.01%-33513F-HRTimeline
AssuredPartners Investment Advisors, LLC4,420$231K0.05%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,197$220K<0.01%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED4,196$220K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC2,416$126K<0.01%+49313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC2,308$121K<0.01%+74913F-HRTimelineGroup
Clarity Asset Management, Inc.1,710$89.5K0.06%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,385$72.5K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…601$31.4K0.02%+213F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC527$27.6K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.85$4.45K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG25$1.31K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.