Dimsnl Intr CF in ETF-UsdDFGXETF

13F holders, Q4 2024 (December 31)
78holders +19
10new positions
3sold out
1famous investor
$52.33avg. 13F price*

At the end of Q4 2024, 78 institutions reported holding Dimsnl Intr CF in ETF-Usd Inc. (DFGX) in their 13F filings, up 19 from Q3 2024. 10 opened new positions and 3 sold out. The largest holders were Planning Center, Inc. ($61.7M), Hill Investment Group Partners, LLC ($47.7M) and PrairieView Partners, LLC ($41.7M). 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 (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions10$19.3M
Exits3$3.0M

All 13F filers, Q3 2024 → Q4 2024: 1,940,003 shares bought and 117,159 shares sold, net +1,822,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 78 holders

Planning Center, Inc. 7.83% Add +2.0% 1,179,388 $61.7M
Hill Investment Group Partners, LLC 6.40% Add +14.4% 912,235 $47.7M
PrairieView Partners, LLC 4.36% Add +504.1% 797,937 $41.7M
United Wealth Management, LLC 10.17% — 576,800 $30.2M
Alpha Financial Advisors, LLC 12.67% Add +2.7% 534,795 $28.0M
HighTower Advisors, LLC 0.03% Add +4.0% 403,426 $21.1M
Verisail Partners, LLC 9.07% — 370,423 $19.4M
Apella Capital, LLC 0.66% New 327,261 $17.1M
GeoWealth Management, LLC 0.50% Add +40131.9% 291,681 $15.3M
Mattern Wealth Management LLC 3.25% Add +4.6% 281,234 $14.7M
Assetmark, Inc. 0.04% Reduce -1.6% 265,851 $13.9M
Yardley Wealth Management LLC 5.60% Add +21.9% 219,254 $11.5M
Vestmark Advisory Solutions, Inc. 0.33% Add +1.3% 185,619 $9.7M
Envestnet Asset Management Inc. 0.00% Add +8.3% 166,747 $8.7M
Strathmore Capital Advisors, Inc. 6.33% — 166,314 $8.7M
SageOak Financial, LLC 7.32% — 153,078 $8.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.63% Add +64.4% 149,220 $7.8M
Babb Wealth Advisors LLC 6.08% — 144,249 $7.5M
Bank of America Corp. 0.00% Add +16.6% 143,625 $7.5M
Vermillion Wealth Management, Inc. 3.78% — 141,211 $7.4M
Commonwealth Equity Services, LLC 0.01% Add +20.9% 118,367 $6.2M
DiNuzzo Private Wealth, Inc. 0.71% Add +7.9% 107,307 $5.6M
Park Avenue Securities LLC 0.05% Add +1.1% 89,530 $4.7M
OneDigital Investment Advisors LLC 0.05% Add +36.8% 89,145 $4.7M
Citadel Advisors 0.00% Add +153.4% 85,099 $4.5M
Jane Street Group, LLC 0.01% Reduce -35.3% 84,809 $4.4M
Vantage Point Financial LLC 2.15% — 76,124 $4.0M
Betterment LLC 0.01% Add +2.1% 63,855 $3.3M
Lam Group, Inc. 2.37% Add +33.8% 63,480 $3.3M
Private Advisor Group, LLC 0.02% Add +1139.9% 61,748 $3.2M
Truist Financial Corp. 0.00% Add +11.6% 56,512 $3.0M
Sterling Wealth Management, Inc. 1.09% Add +13.4% 56,469 $3.0M
Tru Independence Asset Management 2, LLC 2.40% Add +272.1% 55,189 $2.9M
Orion Porfolio Solutions, LLC 0.03% Add +27.9% 53,672 $2.8M
Orion Portfolio Solutions, LLC 0.03% Add +27.9% 53,672 $2.8M
Vested Financial Planning, LLC 2.15% — 43,288 $2.3M
Tableaux LLC 1.55% — 35,851 $1.9M
Sowell Financial Services LLC 0.07% Add +21.9% 24,760 $1.3M
Wealthspan Partners, LLC 0.60% Add +27.5% 24,157 $1.3M
Copperleaf Capital, LLC 0.73% Add +31.6% 21,971 $1.1M
EverSource Wealth Advisors, LLC 0.06% Add +14.6% 21,038 $1.1M
Smartleaf Asset Management LLC 0.11% Add +8.5% 19,901 $1.0M
Elequin Capital, LP 0.15% New 18,511 $968K
Farther Finance Advisors, LLC 0.03% Add +71.7% 17,755 $929K
BWM Planning, LLC 0.40% No change 17,628 $922K
Note Advisors, LLC 0.79% — 17,070 $893K
Porter White Investment Advisors, Inc. 0.39% Add +54.9% 14,685 $768K
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.4% 13,352 $699K
Hutchens & Kramer Investment Management Group, LLC 0.33% Reduce -1.4% 11,726 $614K
Millstone Evans Group, LLC 0.41% — 11,621 $608K
IFP Advisors, Inc 0.02% Add +13.7% 11,521 $603K
RFG Advisory, LLC 0.02% Reduce -44.2% 11,479 $601K
CreativeOne Wealth, LLC 0.02% Add +27.7% 10,755 $563K
Stewardship Advisors, LLC 0.15% Add +25.9% 10,269 $537K
Osaic Holdings, Inc. 0.00% Add +27.1% 10,050 $526K
Kestra Advisory Services, LLC 0.00% Add +70.1% 8,888 $465K
Fig Financial Advisory Services Inc. 0.29% — 8,115 $425K
RCS Financial Planning, LLC 0.20% Add +5.0% 7,365 $385K
Geneos Wealth Management Inc. 0.01% New 6,324 $331K
Aspire Private Capital, LLC 0.08% Add +7.8% 6,247 $327K
Acorn Wealth Advisors, LLC 0.12% Add +3.2% 5,586 $292K
TCFG Wealth Management, LLC 0.15% Add +16.3% 5,561 $291K
Kestra Investment Management, LLC 0.01% New 5,477 $287K
Oceanside Advisors LLC 0.21% No change 5,462 $286K
KFG Wealth Management, LLC 0.05% Reduce -10.0% 5,295 $277K
Founders Financial Securities LLC 0.02% Reduce -12.7% 4,787 $250K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.7% 4,648 $243K
AssuredPartners Investment Advisors, LLC 0.05% — 4,420 $231K
Thrivent Financial for Lutherans 0.00% New 4,197 $220K
Silver Oak Securities, Incorporated 0.02% New 4,196 $220K
Cwm, LLC 0.00% Add +25.6% 2,416 $126K
Citigroup Inc. 0.00% Add +48.0% 2,308 $121K
Clarity Asset Management, Inc. 0.06% New 1,710 $89K
Phillips Financial Management, LLC 0.01% No change 1,385 $72K
Vermillion & White Wealth Management Group, LLC 0.02% Add +0.3% 601 $31K
Grand Wealth Management, LLC 0.02% New 527 $28K
Harbour Investments, Inc. 0.00% New 85 $4K
UBS Group AG 0.00% New 25 $1K

"% 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.