Dimsnl Intr CF in ETF-UsdDFGX ETF 13F holders, Q1 2024 (March 31) 36 holders
$53.00 avg. 13F price*
At the end of Q1 2024 , 36 institutions reported holding Dimsnl Intr CF in ETF-Usd Inc. (DFGX) in their 13F filings. The largest holders were Hill Investment Group Partners, LLC ($32.3M), Alpha Financial Advisors, LLC ($26.3M) and HighTower Advisors, LLC ($19.6M).
Company Dimsnl Intr CF in ETF-Usd Inc.
Filed as DIMENSIONAL ETF TRUST (Q1 2024)
CUSIP 25434V575
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2024 Institutions Total Value New Positions 23 $49.9M Exits 2 $448K
Ownership 36 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Hill Investment Group Partners, LLC 4.57% New 609,987 $32.3M Alpha Financial Advisors, LLC 12.42% Add +4.8% 496,971 $26.3M HighTower Advisors, LLC 0.03% Add +192.6% 369,321 $19.6M Vestmark Advisory Solutions, Inc. 0.38% Add +1.7% 165,758 $8.8M DiNuzzo Private Wealth, Inc. 0.65% Add +6.2% 90,940 $4.8M Mattern Wealth Management LLC 0.97% Add +927.7% 75,589 $4.0M Bank of America Corp. 0.00% New 67,945 $3.6M Envestnet Asset Management Inc. 0.00% Add +72.2% 45,720 $2.4M LifePro Asset Management 1.48% New 42,249 $2.2M Betterment LLC 0.01% New 40,596 $2.2M Jane Street Group, LLC 0.00% Reduce -72.0% 36,856 $2.0M Orion Porfolio Solutions, LLC 0.02% Reduce -6.5% 34,357 $1.8M Orion Portfolio Solutions, LLC 0.02% Reduce -6.5% 34,357 $1.8M OneDigital Investment Advisors LLC 0.03% New 34,102 $1.8M Truist Financial Corp. 0.00% Add +22.6% 32,322 $1.7M Lam Group, Inc. 1.00% Add +2968.2% 23,165 $1.2M Smartleaf Asset Management LLC 0.21% New 20,104 $1.1M Hutchens & Kramer Investment Management Group, LLC 0.51% New 16,398 $866K RFG Advisory, LLC 0.03% New 15,821 $839K EverSource Wealth Advisors, LLC 0.06% New 15,202 $791K Copperleaf Capital, LLC 0.57% New 12,458 $660K RCS Financial Planning, LLC 0.32% New 9,823 $521K Commonwealth Equity Services, LLC 0.00% New 9,575 $508K Farther Finance Advisors, LLC 0.03% New 9,210 $487K Porter White Investment Advisors, Inc. 0.21% New 7,581 $402K Phillips Financial Management, LLC 0.03% New 7,370 $391K Founders Financial Securities LLC 0.04% New 6,652 $353K Oceanside Advisors LLC 0.24% Reduce -1.5% 5,462 $290K CreativeOne Wealth, LLC 0.01% New 4,992 $265K IFP Advisors, Inc 0.01% New 4,711 $250K KFG Wealth Management, LLC 0.09% New 4,087 $217K Aspire Private Capital, LLC 0.04% Add +554.3% 3,147 $167K Osaic Holdings, Inc. 0.00% New 1,307 $69K UBS Group AG 0.00% New 817 $43K Vermillion & White Wealth Management Group, LLC 0.02% New 450 $24K Angeles Wealth Management, LLC 0.00% New 2 $106
"% of holder's portfolio" is DFGX's weight in each manager's 13F, not the share of Dimsnl Intr CF in ETF-Usd Inc. the manager owns.