Who Owns DFA Global Ex Us Corporat (DFGX)? -- Institutional Holders (2026-06-30)

189 institutions reported holding $1.27B of DFA Global Ex Us Corporat (DFGX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Apella Capital, LLC ($120.3M), Planning Center, Inc. ($85.5M), Ironwood Wealth Management, LLC. ($51.0M), Elser Financial Planning, Inc ($41.8M), MARKET STREET WEALTH MANAGEMENT ADVISORS LLC ($39.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Apella Capital, LLC$120.3M2.3MAdded
2Planning Center, Inc.$85.5M1.6MAdded
3Ironwood Wealth Management, LLC.$51.0M952,480New
4Elser Financial Planning, Inc$41.8M779,026Added
5MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$39.6M738,963Added
6United Wealth Management, LLC$36.2M676,064Added
7Hill Investment Group Partners, LLC$35.4M660,685Trimmed
8Private Wealth Management Group, LLC$34.1M635,640Added
9ENVESTNET ASSET MANAGEMENT INC$31.9M594,298Added
10Guardian Wealth Management, LLC$26.1M486,969Added
11HighTower Advisors, LLC$25.1M468,562Added
12Alpha Financial Advisors, LLC$25.0M467,359Trimmed
13Verisail Partners, LLC$24.2M450,943Added
14Mattern Wealth Management LLC$20.6M384,379Added
15LIBERTY WEALTH MANAGEMENT LLC$20.3M387,348Hold
16Eaton-Cambridge Inc.$19.9M372,058Added
17Equita Financial Network, Inc.$19.6M365,866Added
18Vermillion Wealth Management, Inc.$19.1M357,028Added
19Kestra Investment Management, LLC$18.1M337,014Added
20BANK OF AMERICA CORP /DE/$17.9M334,133Added
21GeoWealth Management, LLC$17.0M316,735Added
22Oakwell Private Wealth Management, LLC$16.6M310,477Added
23JMG Financial Group, Ltd.$15.5M288,905Added
24Private Advisor Group, LLC$15.4M287,453Trimmed
25ASSETMARK, INC$15.0M279,075Added

来源：SEC 13F 申报文件 · 截至 2026-06-30