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DFGX · Dimensional International Core Fixed Income ETF ETF

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$51.87 +0.02 (+0.03%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

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Holders: 1
Total Value: $260,150
Total Shares: 4,854

Institutional Ownership Trend

11 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026
Top Holder
100.0%
Dec 2023 → Jun 2026 · range 10.3% – 100.0%
+89.7 pts
Top 5
100.0%
Dec 2023 → Jun 2026 · range 28.1% – 100.0%
+71.9 pts
Top 10
100.0%
Dec 2023 → Jun 2026 · range 42.5% – 100.0%
+57.5 pts
HHI
10,000
Dec 2023 → Jun 2026 · range 303 – 10,000
Highly concentrated+9,697

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
161
Unchanged
0
Holder count: -160
Institutional value: -100.0%
Shares held: -100.0%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 4,854 $260,150

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Apella Capital, LLC 2,130,939 $111,769,881
Planning Center, Inc. 1,552,569 $81,433,796
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 717,238 $37,619,850
Elser Financial Planning, Inc 707,855 $37,127,702
Alpha Financial Advisors, LLC 699,862 $36,708,461
Filter: New 1 Increased 0 Reduced 0 Sold out 161 Unchanged 0
Showing 1 of 1
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC DFGX $260,150 100.00% 4,854