Who owns DFGX?
Dimensional International Core Fixed Income ETF · Dimensional
182 institutions reported holding DFGX, worth $1.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DFGX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Apella Capital, LLC | West Hartford, CT | $120.3M | 2,259,550 | +128,611 shares |
| Planning Center, Inc. | Moline, IL | $85.5M | 1,595,524 | +42,955 shares |
| Ironwood Wealth Management, LLC. | Chandler, AZ | $51.0M | 952,480 | New position |
| Elser Financial Planning, Inc | Indianapolis, IN | $41.8M | 779,026 | +71,171 shares |
| Market Street Wealth Management Advisors LLC | Indianapolis, IN | $39.6M | 738,963 | +21,725 shares |
| United Wealth Management, LLC | Charlottesville, VA | $36.2M | 676,064 | +15,657 shares |
| Hill Investment Group Partners, LLC | St. Louis, MO | $35.4M | 660,685 | −17,852 shares |
| Private Wealth Management Group, LLC | Princeton, NJ | $34.1M | 635,640 | +16,339 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $31.9M | 594,298 | +128,942 shares |
| Guardian Wealth Management, LLC | Chattanooga, TN | $26.1M | 486,969 | +38,599 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DFGX?
182 institutional managers reported holding DFGX in Form 13F filings for June 30, 2026, worth $1.3B in total. The largest reported position was held by Apella Capital, LLC, at $120.3M.
Did institutions buy or sell DFGX last quarter?
Reported 13F value rose 16.9% from March 31, 2026, which includes price moves as well as buying and selling. 29 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DFGX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.