Dimsnl Intr CF in ETF-UsdDFGXETF
13F holders, Q2 2024 (June 30)43holders +7
8new positions
2sold out
$52.57avg. 13F price*
At the end of Q2 2024, 43 institutions reported holding Dimsnl Intr CF in ETF-Usd Inc. (DFGX) in their 13F filings, up 7 from Q1 2024. 8 opened new positions and 2 sold out. The largest holders were Planning Center, Inc. ($60.2M), Hill Investment Group Partners, LLC ($42.3M) and Alpha Financial Advisors, LLC ($26.1M).
- Company
- Dimsnl Intr CF in ETF-Usd Inc.
- Filed as
- DIMENSIONAL ETF TRUST (Q2 2024)
- CUSIP
- 25434V575
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $76.5M |
| Exits | 2 | $43K |
All 13F filers, Q1 2024 → Q2 2024: 1,994,908 shares bought and 10,265 shares sold, net +1,984,643 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Planning Center, Inc. | 7.87% | New | 1,146,816 | $60.2M |
| Hill Investment Group Partners, LLC | 5.70% | Add +31.5% | 801,874 | $42.3M |
| Alpha Financial Advisors, LLC | 12.58% | Add +0.1% | 497,379 | $26.1M |
| HighTower Advisors, LLC | 0.03% | Add +1.9% | 376,175 | $19.7M |
| Assetmark, Inc. | 0.04% | New | 276,823 | $14.5M |
| Vestmark Advisory Solutions, Inc. | 0.37% | Add +1.1% | 167,628 | $8.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +218.8% | 145,767 | $7.7M |
| Bank of America Corp. | 0.00% | Add +41.2% | 95,913 | $5.0M |
| Mattern Wealth Management LLC | 1.17% | Add +22.7% | 92,745 | $4.9M |
| DiNuzzo Private Wealth, Inc. | 0.65% | Add +1.1% | 91,960 | $4.8M |
| Jane Street Group, LLC | 0.00% | Add +125.4% | 83,057 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +619.5% | 68,892 | $3.6M |
| Betterment LLC | 0.01% | Add +39.1% | 56,479 | $3.0M |
| LifePro Asset Management | 1.86% | Add +16.9% | 49,410 | $2.6M |
| OneDigital Investment Advisors LLC | 0.03% | Add +43.3% | 48,857 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +25.4% | 43,083 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +25.4% | 43,083 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +31.2% | 42,417 | $2.2M |
| Lam Group, Inc. | 1.15% | Add +11.8% | 25,910 | $1.4M |
| RFG Advisory, LLC | 0.03% | Add +24.3% | 19,659 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.06% | Add +11.8% | 16,989 | $906K |
| Smartleaf Asset Management LLC | 0.13% | Reduce -24.6% | 15,153 | $798K |
| Hutchens & Kramer Investment Management Group, LLC | 0.41% | Reduce -14.5% | 14,016 | $734K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 13,462 | $707K |
| Copperleaf Capital, LLC | 0.53% | Add +1.4% | 12,635 | $664K |
| Sterling Wealth Management, Inc. | 0.29% | New | 11,501 | $604K |
| Osaic Holdings, Inc. | 0.00% | Add +631.5% | 9,560 | $502K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -2.9% | 8,939 | $468K |
| RCS Financial Planning, LLC | 0.26% | Reduce -14.0% | 8,450 | $444K |
| Porter White Investment Advisors, Inc. | 0.23% | Add +9.9% | 8,334 | $438K |
| Founders Financial Securities LLC | 0.04% | Add +15.0% | 7,652 | $402K |
| Phillips Financial Management, LLC | 0.03% | No change | 7,370 | $387K |
| IFP Advisors, Inc | 0.01% | Add +31.0% | 6,173 | $324K |
| Oceanside Advisors LLC | 0.23% | No change | 5,462 | $287K |
| Old Mission Capital LLC | 0.01% | New | 5,122 | $269K |
| KFG Wealth Management, LLC | 0.10% | Add +22.4% | 5,002 | $263K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -9.2% | 4,535 | $238K |
| Aspire Private Capital, LLC | 0.04% | Reduce -0.4% | 3,135 | $165K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,939 | $102K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Add +32.9% | 598 | $31K |
| Hershey Financial Advisers, LLC | 0.00% | — | 61 | $3K |
| Wells Fargo & Company | 0.00% | New | 58 | $3K |
| GeoWealth Management, LLC | 0.00% | New | 35 | $2K |
"% 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.