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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -69 | -0.8% | 8,942 | $479.23K | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Buy | +4,854 | — | 4,854 | $260.14K | Q2 2026 | Aug 27, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -2,623 | -6.5% | 37,825 | $2.03M | Q2 2026 | Aug 18, 2026 |
| E-Wealth Partners, Llc | Sell | -503 | -2.8% | 17,203 | $922.00K | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +23,693 | +7.6% | 334,133 | $17.91M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +21,504 | +44.9% | 69,354 | $3.72M | Q2 2026 | Aug 14, 2026 |
| Babb Wealth Advisors Llc | Buy | +21,095 | +8.9% | 257,900 | $13.82M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +18,046 | +37.5% | 66,142 | $3.54M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +8,660 | — | 8,660 | $464.13K | Q2 2026 | Aug 14, 2026 |
| Note Advisors, Llc | Buy | +7,376 | +12.0% | 68,806 | $3.69M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +6,375 | +13.4% | 53,887 | $2.89M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +6,143 | +143.3% | 10,430 | $558.87K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +5,312 | +6.2% | 90,507 | $4.85M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +4,619 | — | 4,619 | $247.00K | Q2 2026 | Aug 14, 2026 |
| Vantage Point Financial Llc | Buy | +4,513 | +4.5% | 105,751 | $5.67M | Q2 2026 | Aug 14, 2026 |
| Schwallier Wealth Management Llc | Buy | +4,482 | +6.2% | 76,508 | $4.10M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +3,634 | +4.6% | 82,777 | $4.44M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,904 | — | 1,904 | $102.04K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +1,607 | +1.5% | 107,366 | $5.75M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +1,593 | +3.1% | 53,193 | $2.85M | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +823 | +17.1% | 5,638 | $302.15K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +494 | +19.4% | 3,044 | $163.14K | Q2 2026 | Aug 14, 2026 |
| Ameriflex Group, Inc. | Buy | +201 | — | 201 | $10.77K | Q2 2026 | Aug 14, 2026 |
| Alpha Financial Advisors, Llc | Sell | -232,503 | -33.2% | 467,359 | $25.05M | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, Lp | Sell | -69,866 | -95.6% | 3,221 | $172.63K | Q2 2026 | Aug 13, 2026 |
| Index Fund Advisors, Inc. | Buy | +18,785 | +31.0% | 79,477 | $4.26M | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, Llc | Buy | +4,958 | — | 4,958 | $265.72K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +3,888 | +4.1% | 99,867 | $5.35M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +1,789 | +128.8% | 3,178 | $170.32K | Q2 2026 | Aug 13, 2026 |
| Topsail Wealth Management, Llc | Buy | +379 | +44.8% | 1,225 | $65.65K | Q2 2026 | Aug 13, 2026 |
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.