DIM GBL EX US C FIXED INC (DFGX) Institutional Ownership Changes & 13F Activity

DIM GBL EX US C FIXED INC (DFGX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Alpha Financial Advisors, Llc, Elequin Capital, Lp, Bank Of America Corp, Goldman Sachs Group Inc, and Babb Wealth Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-69-0.8%8,942$479.23KQ2 2026Sep 09, 2026
Corient Private Wealth LlcBuy+4,8544,854$260.14KQ2 2026Aug 27, 2026
Beacon Pointe Advisors, LlcSell-2,623-6.5%37,825$2.03MQ2 2026Aug 18, 2026
E-Wealth Partners, LlcSell-503-2.8%17,203$922.00KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+23,693+7.6%334,133$17.91MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+21,504+44.9%69,354$3.72MQ2 2026Aug 14, 2026
Babb Wealth Advisors LlcBuy+21,095+8.9%257,900$13.82MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+18,046+37.5%66,142$3.54MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+8,6608,660$464.13KQ2 2026Aug 14, 2026
Note Advisors, LlcBuy+7,376+12.0%68,806$3.69MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+6,375+13.4%53,887$2.89MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+6,143+143.3%10,430$558.87KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+5,312+6.2%90,507$4.85MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+4,6194,619$247.00KQ2 2026Aug 14, 2026
Vantage Point Financial LlcBuy+4,513+4.5%105,751$5.67MQ2 2026Aug 14, 2026
Schwallier Wealth Management LlcBuy+4,482+6.2%76,508$4.10MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+3,634+4.6%82,777$4.44MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+1,9041,904$102.04KQ2 2026Aug 14, 2026
Betterment LlcBuy+1,607+1.5%107,366$5.75MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+1,593+3.1%53,193$2.85MQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+823+17.1%5,638$302.15KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+494+19.4%3,044$163.14KQ2 2026Aug 14, 2026
Ameriflex Group, Inc.Buy+201201$10.77KQ2 2026Aug 14, 2026
Alpha Financial Advisors, LlcSell-232,503-33.2%467,359$25.05MQ2 2026Aug 13, 2026
Elequin Capital, LpSell-69,866-95.6%3,221$172.63KQ2 2026Aug 13, 2026
Index Fund Advisors, Inc.Buy+18,785+31.0%79,477$4.26MQ2 2026Aug 13, 2026
Inspire Advisors, LlcBuy+4,9584,958$265.72KQ2 2026Aug 13, 2026
Mariner, LlcBuy+3,888+4.1%99,867$5.35MQ2 2026Aug 13, 2026
Ubs Group AgBuy+1,789+128.8%3,178$170.32KQ2 2026Aug 13, 2026
Topsail Wealth Management, LlcBuy+379+44.8%1,225$65.65KQ2 2026Aug 13, 2026
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Frequently asked questions about DFGX activity

  • Which institutional owners are buying DFGX?

    Institutional owners buying DFGX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DFGX activity?

    "Buy" means an investor increased their reported position in DFGX compared to the prior reporting period. This reflects growing exposure to DIM GBL EX US C FIXED INC (DFGX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DFGX increasing?

    Institutional interest in DFGX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.