DIMSNL INTR CF IN ETF-USD IN DFGX
$53.46
-0.2% 52w: $51.55 – $53.78
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data51.5552.6753.78
Jun 20, 2025 Jul 2, 2026
Institutional holders
163
+19 QoQ
13F value
$1.09B
+11.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DFGX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Apella Capital, LLC | Wealth advisor | 2.1M | $113.2M | 1.7% | +10.1% |
| Planning Center, Inc. | Wealth advisor | 1.6M | $81.4M | 8.3% | +5.2% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | Wealth advisor | 717.2K | $37.6M | 5.9% | +10.1% |
| Elser Financial Planning, Inc | Other | 707.9K | $37.2M | 1.8% | +11.4% |
| Alpha Financial Advisors, LLC | Wealth advisor | 699.9K | $36.7M | 11.2% | +6.4% |
| Hill Investment Group Partners, LLC | Wealth advisor | 678.5K | $35.6M | 3.9% | -30.4% |
| United Wealth Management, LLC | Wealth advisor | 660.4K | $34.6M | 8.6% | +4.7% |
| Private Wealth Management Group, LLC | Wealth advisor | 619.3K | $32.5M | 8.5% | +6.0% |
| Savant Capital, LLC | Wealth advisor | 554.0K | $29.1M | 0.1% | -20.2% |
| HighTower Advisors, LLC | Diversified mechanical | 466.5K | $24.5M | 0.0% | +3.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 465.4K | $24.4M | 0.0% | +41.0% |
| Guardian Wealth Management, LLC | Wealth advisor | 448.4K | $23.5M | 7.1% | +14.8% |
| Verisail Partners, LLC | Wealth advisor | 435.0K | $22.8M | 9.3% | +4.3% |
| LIBERTY WEALTH MANAGEMENT LLC | Wealth advisor | 387.3K | $20.3M | 2.5% | +5.5% |
| Mattern Wealth Management LLC | Wealth advisor | 368.3K | $19.3M | 3.8% | +5.3% |
| Equita Financial Network, Inc. | Wealth advisor | 352.0K | $18.5M | 5.8% | +6.1% |
| Eaton-Cambridge Inc. | Wealth advisor | 325.3K | $17.1M | 5.3% | New |
| Private Advisor Group, LLC | Wealth advisor | 322.3K | $16.9M | 0.1% | +7.5% |
| Vermillion Wealth Management, Inc. | Wealth advisor | 311.7K | $16.3M | 6.5% | +26.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 310.4K | $16.3M | 0.0% | +44.4% |
| GeoWealth Management, LLC | Wealth advisor | 306.3K | $16.1M | 0.6% | +10.0% |
| Oakwell Private Wealth Management, LLC | Wealth advisor | 305.0K | $16.0M | 2.9% | +4.1% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 271.1K | $14.2M | 0.2% | +8.1% |
| ASSETMARK, INC | Wealth advisor | 263.9K | $13.8M | 0.0% | -3.7% |
| Shotwell Rutter Baer Inc | Wealth advisor | 263.0K | $13.8M | 8.1% | +3.8% |
| Kestra Investment Management, LLC | Wealth advisor | 258.5K | $13.6M | 0.2% | +59.3% |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 253.1K | $13.3M | 0.5% | -0.3% |
| SageOak Financial, LLC | Wealth advisor | 237.1K | $12.4M | 8.8% | +1.5% |
| Babb Wealth Advisors LLC | Wealth advisor | 236.8K | $12.4M | 6.8% | +9.1% |
| Yardley Wealth Management LLC | Wealth advisor | 232.9K | $12.2M | 6.3% | +11.1% |
| Strathmore Capital Advisors, Inc. | Wealth advisor | 215.7K | $11.4M | 3.2% | -0.4% |
| Johnson Wealth Management, LLC | Wealth advisor | 207.6K | $10.9M | 5.3% | +6.0% |
| HFM Investment Advisors, LLC | Wealth advisor | 190.0K | $10.0M | 3.8% | +11.7% |
| Integrity Advisory Solutions, LLC | Wealth advisor | 188.4K | $9.9M | 1.3% | +20.5% |
| OneDigital Investment Advisors LLC | Wealth advisor | 185.6K | $9.7M | 0.1% | +9.6% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Wealth advisor | 172.2K | $9.0M | 0.5% | +9.5% |
| Stratos Investment Management, LLC | Wealth advisor | 162.3K | $8.5M | 0.3% | +0.6% |
| E6 Portfolios, LLC | Wealth advisor | 155.5K | $8.2M | 8.5% | +16.7% |
| AA Financial Advisors, LLC | Wealth advisor | 147.5K | $7.7M | 1.1% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 119.6K | $6.3M | 0.1% | +141.8% |
| Torren Management, LLC | Wealth advisor | 117.2K | $6.1M | 3.1% | +5.5% |
| Sterling Wealth Management, Inc. | Wealth advisor | 111.0K | $5.8M | 1.6% | +9.5% |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | Wealth advisor | 108.2K | $5.7M | 3.3% | +79.3% |
| Optimus Capital Advisors, LLC | Wealth advisor | 106.4K | $5.6M | 3.3% | -7.7% |
| Betterment LLC | Wealth advisor | 105.8K | $5.5M | 0.0% | +13.5% |
| DiNuzzo Private Wealth, Inc. | Wealth advisor | 105.3K | $5.5M | 0.6% | -2.0% |
| Vantage Point Financial LLC | Wealth advisor | 101.2K | $5.3M | 1.9% | +6.4% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 98.9K | $5.2M | 0.0% | New |
| AlphaStar Capital Management, LLC | Wealth advisor | 96.8K | $5.1M | 0.4% | +6.2% |
| Mariner, LLC | Diversified mechanical | 96.0K | $5.0M | 0.0% | -19.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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