Dimsnl Intr CF in ETF-UsdDFGXETF

13F holders, Q3 2024 (September 30)
59holders +16
15new positions
2sold out
1famous investor
$53.86avg. 13F price*

At the end of Q3 2024, 59 institutions reported holding Dimsnl Intr CF in ETF-Usd Inc. (DFGX) in their 13F filings, up 16 from Q2 2024. 15 opened new positions and 2 sold out. The largest holders were Planning Center, Inc. ($62.6M), Hill Investment Group Partners, LLC ($41.8M) and Alpha Financial Advisors, LLC ($28.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Dimsnl Intr CF in ETF-Usd Inc.
Filed as
DIMENSIONAL ETF TRUST (Q3 2024)
CUSIP
25434V575
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 36Q1 2024Q2 2024: 43Q2 2024Q3 2024: 59Q3 2024Q4 2024: 78Q4 2024Q1 2025: 92Q1 2025Q2 2025: 101Q2 2025Q3 2025: 120Q3 2025Q4 2025: 145Q4 2025Q1 2026: 165Q1 2026Q2 2026: 181Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions15$23.6M
Exits2$105K

All 13F filers, Q2 2024 → Q3 2024: 947,183 shares bought and 28,642 shares sold, net +918,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 59 holders

Planning Center, Inc. 7.71% Add +0.8% 1,156,061 $62.6M
Hill Investment Group Partners, LLC 5.81% Reduce -0.5% 797,600 $41.8M
Alpha Financial Advisors, LLC 12.47% Add +4.7% 520,851 $28.2M
HighTower Advisors, LLC 0.03% Add +3.1% 387,784 $21.0M
Assetmark, Inc. 0.04% Reduce -2.4% 270,188 $14.6M
Mattern Wealth Management LLC 3.20% Add +189.9% 268,835 $14.5M
Vestmark Advisory Solutions, Inc. 0.37% Add +9.3% 183,300 $9.9M
Yardley Wealth Management LLC 5.77% — 179,936 $9.7M
Envestnet Asset Management Inc. 0.00% Add +5.6% 153,941 $8.3M
PrairieView Partners, LLC 0.74% New 132,093 $7.1M
Jane Street Group, LLC 0.01% Add +57.8% 131,094 $7.1M
Bank of America Corp. 0.00% Add +28.4% 123,200 $6.7M
DiNuzzo Private Wealth, Inc. 0.66% Add +8.2% 99,478 $5.4M
Commonwealth Equity Services, LLC 0.01% Add +42.2% 97,942 $5.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.42% New 90,776 $4.9M
Park Avenue Securities LLC 0.05% New 88,534 $4.8M
OneDigital Investment Advisors LLC 0.04% Add +33.3% 65,146 $3.5M
Betterment LLC 0.01% Add +10.8% 62,561 $3.4M
LifePro Asset Management 1.95% Add +19.1% 58,833 $3.2M
Truist Financial Corp. 0.00% Add +19.4% 50,635 $2.7M
Sterling Wealth Management, Inc. 1.01% Add +333.1% 49,810 $2.7M
Lam Group, Inc. 1.82% Add +83.1% 47,445 $2.6M
Orion Porfolio Solutions, LLC 0.02% Reduce -2.6% 41,981 $2.3M
Orion Portfolio Solutions, LLC 0.02% Reduce -2.6% 41,981 $2.3M
Old Mission Capital LLC 0.04% Add +585.9% 35,133 $1.9M
Citadel Advisors 0.00% New 33,584 $1.8M
RFG Advisory, LLC 0.03% Add +4.7% 20,582 $1.1M
Sowell Financial Services LLC 0.05% New 20,309 $1.1M
Virtu Financial LLC 0.06% New 19,452 $1.1M
Wealthspan Partners, LLC 0.51% New 18,941 $1.0M
EverSource Wealth Advisors, LLC 0.06% Add +8.1% 18,361 $994K
Smartleaf Asset Management LLC 0.12% Add +21.1% 18,346 $993K
BWM Planning, LLC 0.42% — 17,628 $954K
Copperleaf Capital, LLC 0.69% Add +32.1% 16,689 $903K
Tru Independence Asset Management 2, LLC 0.68% — 14,830 $802K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -1.2% 13,300 $720K
Hutchens & Kramer Investment Management Group, LLC 0.36% Reduce -15.2% 11,889 $646K
Farther Finance Advisors, LLC 0.02% Add +15.7% 10,339 $559K
IFP Advisors, Inc 0.02% Add +64.2% 10,133 $548K
Porter White Investment Advisors, Inc. 0.26% Add +13.7% 9,478 $513K
CreativeOne Wealth, LLC 0.02% Add +85.7% 8,422 $456K
Stewardship Advisors, LLC 0.12% New 8,153 $441K
Osaic Holdings, Inc. 0.00% Reduce -17.3% 7,910 $428K
RCS Financial Planning, LLC 0.21% Reduce -17.0% 7,012 $379K
KFG Wealth Management, LLC 0.07% Add +17.6% 5,881 $318K
Aspire Private Capital, LLC 0.07% Add +84.9% 5,797 $314K
Founders Financial Securities LLC 0.03% Reduce -28.4% 5,482 $297K
Oceanside Advisors LLC 0.22% No change 5,462 $296K
Acorn Wealth Advisors, LLC 0.13% New 5,415 $293K
Kestra Advisory Services, LLC 0.00% New 5,225 $283K
Cambridge Investment Research Advisors, Inc. 0.00% New 4,983 $270K
Private Advisor Group, LLC 0.00% New 4,980 $269K
TCFG Wealth Management, LLC 0.13% — 4,782 $259K
Cwm, LLC 0.00% New 1,923 $104K
Citigroup Inc. 0.00% New 1,559 $84K
Phillips Financial Management, LLC 0.01% Reduce -81.2% 1,385 $75K
Northwestern Mutual Wealth Management Co. 0.00% New 1,070 $58K
GeoWealth Management, LLC 0.00% Add +1971.4% 725 $39K
Vermillion & White Wealth Management Group, LLC 0.02% Add +0.2% 599 $32K

"% 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.