DIM GBL EX US C FIXED INC (DFGX) Institutional Shareholders
DIM GBL EX US C FIXED INC (DFGX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.22B in DFGX holdings during the latest filing period.
Apella Capital, Llc is currently the largest disclosed institutional shareholder of DFGX tracked by InsiderSet, reporting ownership valued at approximately $120.32M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $117.94M, representing an estimated loss of -1.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% of the total disclosed DFGX value among the investors covered in this analysis. Major shareholders include Apella Capital, Llc, Planning Center, Inc., Ironwood Wealth Management, Llc., and several other long-term asset managers with concentrated positions in DIM GBL EX US C FIXED INC (DFGX).
This page ranks the largest institutional DFGX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
170
Total Reported Value
$1.22B
Largest Holder
Apella Capital, Llc
Largest Position
$120.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
91
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Apella Capital, Llc | 1.70% | 2,259,550 | $120,320,816 | $117,941,279 | -$2,379,537 | -1.98% | |
| Planning Center, Inc. | 8.07% | 1,595,524 | $85,511,789 | $83,281,247 | -$2,230,542 | -2.61% | |
| Ironwood Wealth Management, Llc. | 11.31% | 952,480 | $51,047,975 | $49,716,408 | -$1,331,567 | -2.61% | |
| Elser Financial Planning, Inc | 1.81% | 779,026 | $41,751,749 | $40,662,664 | -$1,089,085 | -2.61% | |
| Market Street Wealth Management Advisors Llc | 5.63% | 738,963 | $39,604,583 | $38,571,504 | -$1,033,079 | -2.61% | |
| Alpha Financial Advisors, Llc | 11.25% | 699,862 | $36,708,127 | $36,530,557 | -$177,570 | -0.48% | |
| United Wealth Management, Llc | 8.15% | 676,064 | $36,233,495 | $35,288,377 | -$945,118 | -2.61% | |
| Hill Investment Group Partners, Llc | 3.93% | 678,537 | $35,589,602 | $35,417,460 | -$172,142 | -0.48% | |
| Private Wealth Management Group, Llc | 7.90% | 635,640 | $34,067,000 | $33,178,374 | -$888,626 | -2.61% | |
| Envestnet Asset Management Inc | 0.01% | 594,298 | $31,851,294 | $31,020,454 | -$830,840 | -2.61% | |
| Savant Capital, Llc | 0.14% | 553,967 | $29,055,846 | $28,915,305 | -$140,541 | -0.48% | |
| Guardian Wealth Management, Llc | 7.32% | 486,969 | $26,099,006 | $25,418,223 | -$680,783 | -2.61% | |
| Hightower Advisors, Llc | 0.03% | 466,474 | $24,466,769 | $24,348,450 | -$118,319 | -0.48% | |
| Verisail Partners, Llc | 8.96% | 450,943 | $24,168,199 | $23,537,782 | -$630,417 | -2.61% | |
| Mattern Wealth Management Llc | 3.38% | 384,379 | $20,600,716 | $20,063,354 | -$537,362 | -2.61% | |
| Liberty Wealth Management Llc | 2.54% | 387,348 | $20,324,728 | $20,218,326 | -$106,402 | -0.52% | |
| Eaton-Cambridge Inc. | 5.60% | 372,058 | $19,940,374 | $19,420,237 | -$520,137 | -2.61% | |
| Equita Financial Network, Inc. | 5.44% | 365,866 | $19,608,509 | $19,097,034 | -$511,475 | -2.61% | |
| Vermillion Wealth Management, Inc. | 4.49% | 357,028 | $19,134,826 | $18,635,719 | -$499,107 | -2.61% | |
| Geowealth Management, Llc | 0.53% | 316,735 | $16,975,326 | $16,532,553 | -$442,773 | -2.61% | |
| Oakwell Private Wealth Management, Llc | 2.76% | 310,477 | $16,639,953 | $16,205,906 | -$434,047 | -2.61% | |
| Bank Of America Corp | 0.00% | 310,440 | $16,282,578 | $16,203,975 | -$78,603 | -0.48% | |
| Jmg Financial Group, Ltd. | 0.37% | 288,905 | $15,483,806 | $15,079,917 | -$403,889 | -2.61% | |
| Private Advisor Group, Llc | 0.07% | 287,453 | $15,405,997 | $15,004,127 | -$401,870 | -2.61% | |
| Assetmark, Inc | 0.03% | 279,075 | $14,956,948 | $14,566,822 | -$390,126 | -2.61% | |
| Parkwoods Wealth Partners, Llc | 2.33% | 270,512 | $14,498,043 | $14,119,861 | -$378,182 | -2.61% | |
| Vestmark Advisory Solutions, Inc. | 0.16% | 271,081 | $14,218,334 | $14,149,561 | -$68,773 | -0.48% | |
| Shotwell Rutter Baer Inc | 7.79% | 264,904 | $14,197,477 | $13,827,141 | -$370,336 | -2.61% | |
| Integrity Alliance, Llc. | 0.43% | 254,386 | $13,633,776 | $13,278,135 | -$355,641 | -2.61% | |
| Yardley Wealth Management Llc | 6.16% | 252,993 | $13,559,117 | $13,205,425 | -$353,692 | -2.61% | |
| Kestra Investment Management, Llc | 0.23% | 258,466 | $13,556,671 | $13,491,098 | -$65,573 | -0.48% | |
| Sageoak Financial, Llc | 8.64% | 246,732 | $13,223,552 | $12,878,621 | -$344,931 | -2.61% | |
| Babb Wealth Advisors Llc | 6.79% | 236,805 | $12,420,541 | $12,360,463 | -$60,078 | -0.48% | |
| Integrity Advisory Solutions, Llc | 1.23% | 222,418 | $11,920,460 | $11,609,508 | -$310,952 | -2.61% | |
| Clarity Wealth Development Llc | 6.54% | 219,887 | $11,784,800 | $11,477,398 | -$307,402 | -2.61% | |
| Strathmore Capital Advisors, Inc. | 3.22% | 215,695 | $11,408,708 | $11,258,589 | -$150,119 | -1.32% | |
| Johnson Wealth Management, Llc | 5.26% | 207,628 | $10,890,193 | $10,837,517 | -$52,676 | -0.48% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.50% | 188,565 | $10,106,100 | $9,842,490 | -$263,610 | -2.61% | |
| Hfm Investment Advisors, Llc | 3.83% | 189,982 | $9,964,665 | $9,916,452 | -$48,213 | -0.48% | |
| Onedigital Investment Advisors Llc | 0.10% | 185,578 | $9,733,677 | $9,686,578 | -$47,099 | -0.48% | |
| Stratos Investment Management, Llc | 0.34% | 162,267 | $8,510,985 | $8,469,818 | -$41,167 | -0.48% | |
| E6 Portfolios, Llc | 8.50% | 155,462 | $8,154,084 | $8,114,619 | -$39,465 | -0.48% | |
| Aa Financial Advisors, Llc | 0.98% | 151,798 | $8,135,602 | $7,923,370 | -$212,232 | -2.61% | |
| Bridge Generations Wealth Management Llc | 3.97% | 145,346 | $7,789,798 | $7,586,596 | -$203,202 | -2.61% | |
| Sterling Wealth Management, Inc. | 1.49% | 112,208 | $6,013,768 | $5,856,899 | -$156,869 | -2.61% | |
| Farther Finance Advisors, Llc | 0.05% | 111,512 | $5,976,481 | $5,820,570 | -$155,911 | -2.61% | |
| Dinuzzo Private Wealth, Inc. | 0.57% | 106,944 | $5,731,643 | $5,582,135 | -$149,508 | -2.61% | |
| Alphastar Capital Management, Llc | 0.35% | 103,844 | $5,565,498 | $5,420,324 | -$145,174 | -2.61% | |
| Cornerstone Wealth Partners, Llc | 2.54% | 102,092 | $5,471,575 | $5,328,876 | -$142,699 | -2.61% | |
| Vantage Point Financial Llc | 1.86% | 101,238 | $5,309,978 | $5,284,300 | -$25,678 | -0.48% |
Frequently asked questions about DFGX
Who owns the most DFGX stock?
The largest holders of DFGX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIM GBL EX US C FIXED INC (DFGX).
Is DFGX widely held by superinvestors?
Many widely followed stocks like DFGX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFGX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.