DFGX Institutional Ownership & Shareholders
DIM GBL EX US C FIXED INC (DFGX) is currently held by 180 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.21B based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Apella Capital, Llc is currently the largest disclosed institutional shareholder of DFGX tracked by InsiderSet, reporting ownership valued at approximately $131.86M in its September 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 $132.87M, representing an estimated gain of +0.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 41% 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
180
Total Reported Value
$1.21B
Largest Holder
Apella Capital, Llc
Largest Position
$131.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Apella Capital, Llc | 1.67% | 2,570,092 | $131,857,794 | $132,868,616 | +$1,010,822 | +0.77% | |
| Planning Center, Inc. | 8.07% | 1,595,524 | $85,511,789 | $82,485,400 | -$3,026,389 | -3.54% | |
| Ironwood Wealth Management, Llc. | 13.14% | 1,190,958 | $60,903,813 | $61,570,147 | +$666,334 | +1.09% | |
| United Wealth Management, Llc | 9.39% | 693,643 | $35,471,871 | $35,859,956 | +$388,085 | +1.09% | |
| Hill Investment Group Partners, Llc | 3.61% | 660,685 | $35,409,278 | $34,156,093 | -$1,253,185 | -3.54% | |
| Private Wealth Management Group, Llc | 7.94% | 690,153 | $35,293,390 | $35,679,530 | +$386,140 | +1.09% | |
| Envestnet Asset Management Inc | 0.01% | 594,298 | $31,851,294 | $30,724,018 | -$1,127,276 | -3.54% | |
| Guardian Wealth Management, Llc | 8.00% | 552,713 | $28,264,914 | $28,574,157 | +$309,243 | +1.09% | |
| Alpha Financial Advisors, Llc | 6.99% | 467,359 | $25,048,011 | $24,161,526 | -$886,485 | -3.54% | |
| Verisail Partners, Llc | 8.91% | 470,744 | $24,073,142 | $24,336,523 | +$263,381 | +1.09% | |
| Integrity Advisory Solutions, Llc | 2.35% | 437,236 | $22,359,622 | $22,604,227 | +$244,605 | +1.09% | |
| Mattern Wealth Management Llc | 3.38% | 384,379 | $20,600,716 | $19,871,626 | -$729,090 | -3.54% | |
| Liberty Wealth Management Llc | 2.54% | 387,348 | $20,324,728 | $20,025,117 | -$299,611 | -1.47% | |
| Equita Financial Network, Inc. | 5.68% | 392,612 | $20,077,606 | $20,297,255 | +$219,649 | +1.09% | |
| Eaton-Cambridge Inc. | 5.60% | 372,058 | $19,940,374 | $19,234,654 | -$705,720 | -3.54% | |
| Bank Of America Corp | 0.00% | 334,133 | $17,907,858 | $17,274,008 | -$633,850 | -3.54% | |
| Elser Financial Planning, Inc | 0.77% | 342,934 | $17,537,121 | $17,729,002 | +$191,881 | +1.09% | |
| Integrity Alliance, Llc. | 0.54% | 340,781 | $17,427,036 | $17,617,696 | +$190,660 | +1.09% | |
| Geowealth Management, Llc | 0.53% | 316,735 | $16,975,326 | $16,374,566 | -$600,760 | -3.54% | |
| Oakwell Private Wealth Management, Llc | 2.76% | 310,477 | $16,639,953 | $16,051,040 | -$588,913 | -3.54% | |
| Assetmark, Inc | 0.03% | 322,720 | $16,503,423 | $16,683,979 | +$180,556 | +1.09% | |
| Jmg Financial Group, Ltd. | 0.37% | 288,905 | $15,483,806 | $14,935,811 | -$547,995 | -3.54% | |
| Private Advisor Group, Llc | 0.07% | 287,453 | $15,405,997 | $14,860,745 | -$545,252 | -3.54% | |
| Clarity Wealth Development Llc | 8.55% | 295,919 | $15,132,854 | $15,298,420 | +$165,566 | +1.09% | |
| Savant Capital, Llc | 0.04% | 274,405 | $14,704,626 | $14,186,190 | -$518,436 | -3.53% | |
| Ima Advisory Services, Inc. | 0.91% | 272,457 | $14,602,278 | $14,085,482 | -$516,796 | -3.54% | |
| Vestmark Advisory Solutions, Inc. | 0.14% | 271,081 | $14,528,532 | $14,014,346 | -$514,186 | -3.54% | |
| Parkwoods Wealth Partners, Llc | 2.33% | 270,512 | $14,498,043 | $13,984,929 | -$513,114 | -3.54% | |
| Babb Wealth Advisors Llc | 6.54% | 274,830 | $14,054,413 | $14,208,161 | +$153,748 | +1.09% | |
| Shotwell Rutter Baer Inc | 7.79% | 273,971 | $14,010,466 | $14,163,753 | +$153,287 | +1.09% | |
| Yardley Wealth Management Llc | 6.04% | 270,580 | $13,837,031 | $13,988,445 | +$151,414 | +1.09% | |
| Strathmore Capital Advisors, Inc. | 3.71% | 263,676 | $13,795,714 | $13,631,522 | -$164,192 | -1.19% | |
| Market Street Wealth Management Advisors Llc | 1.92% | 264,225 | $13,512,090 | $13,659,904 | +$147,814 | +1.09% | |
| Sageoak Financial, Llc | 8.76% | 262,945 | $13,446,610 | $13,593,731 | +$147,121 | +1.09% | |
| E6 Portfolios, Llc | 8.46% | 218,924 | $11,195,462 | $11,317,933 | +$122,471 | +1.09% | |
| Aa Financial Advisors, Llc | 1.29% | 212,031 | $10,842,950 | $10,961,579 | +$118,629 | +1.09% | |
| Onedigital Investment Advisors Llc | 0.09% | 196,295 | $10,520,375 | $10,148,059 | -$372,316 | -3.54% | |
| Hfm Investment Advisors, Llc | 3.63% | 193,410 | $10,365,744 | $9,998,910 | -$366,834 | -3.54% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.50% | 198,896 | $10,171,290 | $10,282,525 | +$111,235 | +1.09% | |
| Johnson Wealth Management, Llc | 5.13% | 172,547 | $9,310,636 | $8,920,335 | -$390,301 | -4.19% | |
| Stratos Investment Management, Llc | 0.33% | 170,910 | $9,159,887 | $8,835,705 | -$324,182 | -3.54% | |
| Bridge Generations Wealth Management Llc | 3.97% | 145,346 | $7,789,798 | $7,514,098 | -$275,700 | -3.54% | |
| Cornerstone Wealth Partners, Llc | 2.74% | 134,882 | $6,897,658 | $6,973,130 | +$75,472 | +1.09% | |
| Heffernan Advisory, Inc | 4.05% | 117,800 | $6,024,115 | $6,090,024 | +$65,909 | +1.09% | |
| Vermillion Wealth Management, Inc. | 6.67% | 114,006 | $5,830,094 | $5,893,882 | +$63,788 | +1.09% | |
| Betterment Llc | 0.01% | 107,366 | $5,754,000 | $5,550,607 | -$203,393 | -3.53% | |
| Vantage Point Financial Llc | 1.73% | 105,751 | $5,667,697 | $5,467,115 | -$200,582 | -3.54% | |
| Alphastar Capital Management, Llc | 0.33% | 108,491 | $5,548,090 | $5,608,768 | +$60,678 | +1.09% | |
| Mariner, Llc | 0.01% | 99,867 | $5,352,352 | $5,162,924 | -$189,428 | -3.54% | |
| Dinuzzo Private Wealth, Inc. | 0.53% | 103,647 | $5,300,353 | $5,358,343 | +$57,990 | +1.09% |
Frequently asked questions about DFGX
Who are the largest institutional holders of DFGX?
The largest institutional holders of DFGX reported in the latest SEC Form 13F filings include Apella Capital, Llc, Planning Center, Inc., Ironwood Wealth Management, Llc., United Wealth Management, Llc, and Hill Investment Group Partners, Llc. InsiderSet ranks institutional holders by their latest reported DFGX position.
What is DFGX institutional ownership?
This page tracks DFGX positions reported by institutional investment managers through SEC Form 13F. DIM GBL EX US C FIXED INC (DFGX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFGX?
InsiderSet currently tracks 180 institutional managers reporting DFGX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFGX shareholders.
How much DFGX stock do institutions own?
Institutional investment managers disclosed approximately $1.21B in DFGX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFGX institutional ownership last updated?
The latest DFGX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFGX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFGX position after the reporting date.
Are institutions buying or selling DFGX?
Institutional buying and selling can be analyzed by comparing DFGX positions across consecutive 13F reporting periods. InsiderSet's DFGX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFGX ownership changes.
How has DFGX institutional ownership changed over time?
InsiderSet tracks DFGX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.