Dimsnl Intr CF in ETF-UsdDFGXETF

13F holders, Q1 2025 (March 31)
92holders +14
19new positions
6sold out
1famous investor
$52.23avg. 13F price*

At the end of Q1 2025, 92 institutions reported holding Dimsnl Intr CF in ETF-Usd Inc. (DFGX) in their 13F filings, up 14 from Q4 2024. 19 opened new positions and 6 sold out. The largest holders were Planning Center, Inc. ($64.5M), Apella Capital, LLC ($48.7M) and Hill Investment Group Partners, LLC ($47.6M). 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 (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions19$46.4M
Exits6$1.3M

All 13F filers, Q4 2024 → Q1 2025: 2,077,394 shares bought and 218,372 shares sold, net +1,859,022 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 92 holders

Planning Center, Inc. 7.64% Add +4.8% 1,235,376 $64.5M
Apella Capital, LLC 1.67% Add +186.3% 936,969 $48.7M
Hill Investment Group Partners, LLC 6.53% Reduce -0.2% 910,088 $47.6M
PrairieView Partners, LLC 4.53% Add +4.2% 831,148 $43.4M
United Wealth Management, LLC 9.67% Add +2.5% 591,219 $30.9M
Alpha Financial Advisors, LLC 12.79% Add +2.9% 550,450 $28.8M
HighTower Advisors, LLC 0.03% Add +4.0% 419,560 $21.9M
Market Street Wealth Management Advisors LLC 3.53% New 397,836 $20.8M
Verisail Partners, LLC 9.18% Add +2.9% 381,160 $19.9M
GeoWealth Management, LLC 0.63% Add +3.5% 301,975 $15.8M
Mattern Wealth Management LLC 3.49% Add +7.3% 301,847 $15.8M
Assetmark, Inc. 0.04% Reduce -2.8% 258,444 $13.5M
SageOak Financial, LLC 9.80% Add +38.2% 211,526 $11.1M
Private Advisor Group, LLC 0.06% Add +221.3% 198,409 $10.4M
Integrity Alliance, Llc. 0.41% New 197,015 $10.3M
HFM Investment Advisors, LLC 4.83% — 190,460 $10.0M
Envestnet Asset Management Inc. 0.00% Add +14.1% 190,168 $9.9M
Yardley Wealth Management LLC 5.75% Reduce -14.8% 186,698 $9.8M
Vestmark Advisory Solutions, Inc. 0.25% Add +0.3% 186,222 $9.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.65% Add +4.5% 155,983 $8.2M
Vermillion Wealth Management, Inc. 2.39% Add +8.6% 153,341 $8.0M
Babb Wealth Advisors LLC 6.42% Add +6.2% 153,243 $8.0M
Bank of America Corp. 0.00% Add +4.8% 150,467 $7.9M
Mariner, LLC 0.01% New 139,524 $7.3M
Commonwealth Equity Services, LLC 0.01% Add +4.0% 123,103 $6.4M
DiNuzzo Private Wealth, Inc. 0.70% Reduce -1.4% 105,808 $5.5M
OneDigital Investment Advisors LLC 0.07% Add +17.9% 105,110 $5.5M
Park Avenue Securities LLC 0.06% Add +0.7% 90,183 $4.7M
Binnacle Investments Inc 3.42% — 89,572 $4.7M
Vantage Point Financial LLC 2.18% Add +9.0% 82,953 $4.3M
Betterment LLC 0.01% Add +18.6% 75,715 $4.0M
Simplicity Wealth,LLC 0.30% New 73,317 $3.8M
Tru Independence Asset Management 2, LLC 2.74% Add +26.8% 69,981 $3.7M
Citadel Advisors 0.00% Reduce -27.3% 61,868 $3.2M
Orion Porfolio Solutions, LLC 0.03% Add +9.4% 58,738 $3.1M
Orion Portfolio Solutions, LLC 0.03% Add +9.4% 58,738 $3.1M
Truist Financial Corp. 0.00% Reduce -2.0% 55,374 $2.9M
Vested Financial Planning, LLC 2.26% Add +0.1% 43,332 $2.3M
Tableaux LLC 1.57% Add +16.2% 41,651 $2.2M
Lam Group, Inc. 1.58% Reduce -35.2% 41,125 $2.1M
Porter White Investment Advisors, Inc. 0.87% Add +129.3% 33,680 $1.8M
Farther Finance Advisors, LLC 0.04% Add +56.1% 27,725 $1.5M
EverSource Wealth Advisors, LLC 0.08% Add +24.8% 26,263 $1.4M
Sowell Financial Services LLC 0.06% Add +5.2% 26,047 $1.4M
Copperleaf Capital, LLC 0.67% Reduce -2.4% 21,453 $1.1M
Smartleaf Asset Management LLC 0.10% Add +1.9% 20,282 $1.1M
Note Advisors, LLC 0.86% Add +16.5% 19,887 $1.0M
Jane Street Group, LLC 0.00% Reduce -76.7% 19,752 $1.0M
Osaic Holdings, Inc. 0.00% Add +90.2% 19,114 $999K
BWM Planning, LLC 0.39% No change 17,628 $921K
Planwiser Financial, LLC 0.79% — 16,580 $877K
CreativeOne Wealth, LLC 0.02% Add +41.5% 15,219 $795K
Kestra Advisory Services, LLC 0.00% Add +52.8% 13,584 $710K
Envestnet Portfolio Solutions, Inc. 0.00% Add +1.7% 13,584 $710K
LPL Financial LLC 0.00% New 13,494 $705K
IFP Advisors, Inc 0.02% Add +10.8% 12,771 $667K
Wealthspan Partners, LLC 0.30% Reduce -48.1% 12,547 $656K
Millstone Evans Group, LLC 0.43% Add +5.5% 12,264 $641K
Stewardship Advisors, LLC 0.17% Add +15.8% 11,897 $622K
Geneos Wealth Management Inc. 0.02% Add +81.7% 11,488 $600K
Virtu Financial LLC 0.03% New 10,535 $550K
Corient Private Wealth LP 0.00% New 10,424 $545K
Hutchens & Kramer Investment Management Group, LLC 0.25% Reduce -24.8% 8,813 $460K
Aspire Private Capital, LLC 0.11% Add +40.3% 8,763 $458K
Tillman Hartley LLC 0.11% New 7,300 $381K
Citigroup Inc. 0.00% Add +189.1% 6,672 $349K
RFG Advisory, LLC 0.01% Reduce -47.0% 6,086 $318K
Greenwood Capital Associates LLC 0.04% New 6,026 $315K
Oceanside Advisors LLC 0.22% Add +6.3% 5,809 $304K
Austin Private Wealth, LLC 0.03% New 5,624 $294K
Acorn Wealth Advisors, LLC 0.12% No change 5,586 $292K
AssuredPartners Investment Advisors, LLC 0.05% Add +19.5% 5,282 $276K
Founders Financial Securities LLC 0.02% Add +6.6% 5,104 $269K
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.1% 4,976 $260K
TCFG Wealth Management, LLC 0.13% Reduce -11.9% 4,901 $256K
Focus Partners Advisor Solutions, LLC 0.00% New 4,832 $252K
Wealth Advisors Northwest LLC 0.15% New 4,643 $243K
KFG Wealth Management, LLC 0.04% Reduce -15.8% 4,460 $233K
Grand Wealth Management, LLC 0.13% Add +726.8% 4,357 $228K
Factor Wealth Management LTD 0.07% New 4,296 $224K
Silver Oak Securities, Incorporated 0.02% Add +1.8% 4,272 $223K
Aspen Wealth Management LLC 0.06% New 4,105 $214K
Two West Capital Advisors LLC 0.18% New 4,095 $213K
Elequin Capital, LP 0.04% Reduce -82.5% 3,238 $169K
Bridge Generations Wealth Management LLC 0.08% New 2,440 $127K
Cwm, LLC 0.00% Add +0.0% 2,417 $126K
Clarity Asset Management, Inc. 0.06% No change 1,710 $89K
Concord Wealth Partners 0.01% New 1,587 $83K
Phillips Financial Management, LLC 0.01% No change 1,385 $72K
Wells Fargo & Company 0.00% New 397 $21K
Harbour Investments, Inc. 0.00% No change 85 $4K
Transce3nd, LLC 0.00% New 15 $784

"% 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.