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Disclosery

DFGX DIMENSIONAL ETF TRUST

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INTL COR FIX ETF (fund)

92 managers (93 13F filers) reported a position in DFGX shares at 2025-03-31, 10,928,999 shares in all. 19 filers opened a position and 6 filers sold out during the quarter.

Managers
92
13F filers
93
New
19
Added
50
Reduced
15
Sold out
6
Shares held by filers
10,928,999

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.1,235,376$64.5M7.64%+55,98813F-HRTimeline
Apella Capital, LLC936,969$48.7M1.67%+609,70813F-HRTimeline
Hill Investment Group Partners, LLC910,088$47.6M6.53%-2,14713F-HRTimeline
PrairieView Partners, LLC831,148$43.4M4.53%+33,21113F-HRTimeline
United Wealth Management, LLC591,219$30.9M9.67%+14,41913F-HRTimeline
Alpha Financial Advisors, LLC550,450$28.8M12.79%+15,65513F-HRTimeline
HighTower Advisors, LLC419,560$21.9M0.03%+16,13413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…397,836$20.8M3.53%new13F-HRTimeline
Verisail Partners, LLC381,160$19.9M9.18%+10,73713F-HRTimeline
GeoWealth Management, LLC301,975$15.8M0.63%+10,29413F-HRTimeline
Mattern Wealth Management LLC301,847$15.8M3.49%+20,61313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC258,444$13.5M0.04%-7,40713F-HRTimelineGroup
SageOak Financial, LLC211,526$11.1M9.8%+58,44813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding203,752$10.6M+23,653Timeline
Private Advisor Group, LLC198,409$10.4M0.06%+136,66113F-HRTimeline
INTEGRITY ALLIANCE, LLC.197,015$10.3M0.41%new13F-HRTimeline
HFM Investment Advisors, LLC190,460$9.95M4.83%13F-HRTimeline
Yardley Wealth Management LLC186,698$9.76M5.75%-32,55613F-HRTimeline
Vestmark Advisory Solutions, Inc.186,222$9.73M0.25%+60313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …155,983$8.18M0.65%+6,76313F-HRTimeline
Vermillion Wealth Management, Inc.153,341$8.01M2.35%+12,13013F-HRTimeline
Babb Wealth Advisors LLC153,243$8.01M6.42%+8,99413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/150,467$7.86M<0.01%+6,84213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC139,524$7.29M0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC123,103$6.43M0.01%+4,73613F-HRTimeline
DiNuzzo Private Wealth, Inc.105,808$5.53M0.7%-1,49913F-HRTimeline
OneDigital Investment Advisors LLC105,110$5.49M0.07%+15,96513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC90,183$4.71M0.06%+65313F-HRTimelineGroup
Binnacle Investments Inc89,572$4.68M3.42%13F-HRTimeline
Vantage Point Financial LLC82,953$4.33M2.18%+6,82913F-HRTimeline
Betterment LLC75,715$3.96M0.01%+11,86013F-HRTimeline
Simplicity Wealth,LLC73,317$3.83M0.3%new13F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC69,981$3.66M2.74%+14,79213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC61,868$3.23M<0.01%-23,23113F-HRTimelineGroup
Orion Porfolio Solutions, LLC58,738$3.07M0.03%+5,06613F-HRTimeline
Orion Portfolio Solutions, LLC58,738$3.07M0.03%+5,06613F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP55,374$2.89M<0.01%-1,13813F-HRTimelineGroup
Vested Financial Planning, LLC43,332$2.26M2.26%+4413F-HRTimeline
TABLEAUX LLC41,651$2.18M1.57%+5,80013F-HRTimeline
LAM GROUP, INC.41,125$2.15M1.58%-22,35513F-HRTimeline
Porter White Investment Advisors, Inc.33,680$1.76M0.87%+18,99513F-HRTimeline
Farther Finance Advisors, LLC27,725$1.45M0.04%+9,97013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…26,263$1.37M0.08%+5,22513F-HRTimelineGroup
Sowell Financial Services LLC26,047$1.36M0.06%+1,28713F-HRTimeline
Geneos Wealth Management Inc.19,297$1.21M0.02%+12,97313F-HRTimeline
Copperleaf Capital, LLC21,453$1.12M0.67%-51813F-HRTimeline
Smartleaf Asset Management LLC20,282$1.06M0.1%+38113F-HRTimeline
Note Advisors, LLC19,887$1.04M0.86%+2,81713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,752$1.03M<0.01%-65,05713F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,114$999K<0.01%+9,06413F-HRTimelineGroup
BWM Planning, LLC17,628$921K0.39%013F-HRTimeline
PLANWISER FINANCIAL, LLC16,580$877K0.79%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,219$795K0.02%+4,46413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding13,584$710K-781Timeline
LPL Financial LLC13,494$705K<0.01%new13F-HRTimeline
IFP Advisors, Inc12,771$667K0.02%+1,25013F-HRTimeline
WEALTHSPAN PARTNERS, LLC12,547$656K0.3%-11,61013F-HRTimeline
Millstone Evans Group, LLC12,264$641K0.43%+64313F-HRTimeline
Stewardship Advisors, LLC11,897$622K0.17%+1,62813F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC10,535$550K0.03%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP10,424$545K<0.01%new13F-HRTimelineGroup
Hutchens & Kramer Investment Management…8,813$460K0.25%-2,91313F-HRTimeline
Aspire Private Capital, LLC8,763$458K0.11%+2,51613F-HRTimeline
Tillman Hartley LLC7,300$381K0.11%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,672$349K<0.01%+4,36413F-HRTimelineGroup
RFG Advisory, LLC6,086$318K0.01%-5,39313F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC6,026$315K0.04%new13F-HRTimeline
Oceanside Advisors LLC5,809$304K0.22%+34713F-HRTimeline
Austin Private Wealth, LLC5,624$294K0.03%new13F-HRTimeline
Acorn Wealth Advisors, LLC5,586$292K0.12%013F-HRTimeline
AssuredPartners Investment Advisors, LLC5,282$276K0.05%+86213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC5,104$269K0.02%+31713F-HRTimeline
Cambridge Investment Research Advisors,…4,976$260K<0.01%+32813F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC4,901$256K0.13%-66013F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth4,832$252K<0.01%new13F-HRTimelineGroup
Wealth Advisors Northwest LLC4,643$243K0.15%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC4,460$233K0.04%-83513F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC4,357$228K0.13%+3,83013F-HRTimeline
Factor Wealth Management LTD4,296$224K0.07%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,272$223K0.02%+7613F-HR/ATimeline
Aspen Wealth Management LLC4,105$214K0.06%new13F-HRTimeline
Two West Capital Advisors LLC4,095$213K0.18%new13F-HRTimeline
Elequin Capital, LP3,238$169K0.03%-15,27313F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC2,440$127K0.08%new13F-HRTimeline
CWM, LLCin group CWM, LLC2,417$126K<0.01%+113F-HRTimelineGroup
Clarity Asset Management, Inc.1,710$89.3K0.06%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,587$82.9K0.01%new13F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC1,385$72.4K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN397$20.7K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.85$4.44K<0.01%013F-HRTimeline
Transce3nd, LLC15$784<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.