Bell Financial Group Limited (ASX: BFG) - ETF Exposure

Current share price for BFG : $1.465 0.045 (2.98%)⁺

Bell Finance Group Limited (BFG) is an ASX-listed company and is held by a number of exchange traded funds (ETFs). It is an Australian-owned, diversified financial services and wealth management business and a provider of direct investment, clearing, research, and cash and lending solutions. It has three core businesses, Retail & Institutional Broking, Technology & Platforms and Products & Services and 11 offices in Australia and in offices in New York, London, Hong Kong and Kuala Lumpur Segments: The reported segments under the company operations are Technology & Platforms- Proprietary technology and platforms including online broking, Products & Services- Margin lending, Cash, Portfolio Administration and Superannuation Solutions products and services, Retail- traditional retail client broking (Retail client focus), and Institutional- traditional wholesale client broking (Institutional and Wholesale client focus)

BFG General Information ⁺

ASX Code	BFG
Website	N/A
Industry/Sector	Investment Banking & Brokerage
Market Cap ($M)	469
BFG Share Price	$1.465
Day High	$1.470
Day Low	$1.440
Last Close	$1.510
BFG Share Price Movement	$0.04 ( 2.98% )

Prices as at 16:40, 26 Aug 2026

⁺Security prices are delayed by at least 20 minutes and are indicative only.

Already own an Australian ETF? You may already have meaningful exposure to BFG

Bell Financial Group Limited (BFG) is held across 3 ETFs spanning strategies that include investment banking & brokerage exposure . Its weighting in those funds means performance can have an outsized influence - when BFG moves, funds like DACE and DAVA that hold it can move with it.

For more concentrated exposure, ETFs such as DACE (Dimensional Australian Core Equity (Managed Fund)) allocate about 0% to BFG , while the average exposure across all 3 ETFs that hold it is around 0% .

Top ETF holdings

Dimensional Australian Core Equity (Managed Fund) (DACE) ~ 0%
Dimensional Australian Value Trust - Active ETF (DAVA) ~ 0%

Last updated: ETF data and holdings as at 24 August 2026

Own BFG directly or through an ETF?

How does holding Bell Financial Group Limited (BFG) shares directly compare to ETFs that include it?

	BFG Direct	DACE ASX	DAVA ASX
Holdings	1 company	470 holdings	155 holdings
BFG Weight	100%	0%	0%
Diversification	Single Stock	Broad	Broad
Annual Cost	Brokerage only	0.28% p.a.	0.34% p.a.
Approx. Yield	-	2.91%	6.52%
Star Ratings	-

Yields and costs are approximate. ETF yields reflect the fund's dividend distributions, not BFG's direct yield. Annual cost uses each ETF's MER.

BFG Exposure on $10,000 investment

How a $10,000 investment in Bell Financial Group Limited (BFG) one week ago compares with ETFs that hold it.

Security	Investment type	Current price	7-day price movement	Dollar change	Value today
Bell Financial Group Limited (BFG)	Direct share	$1.465	-3.30%	-$330	$9,670
Dimensional Australian Core Equity (Managed Fund) (DACE)	Equity - Australia Strategy	$19.610	1.76%	+$176	$10,176
Dimensional Australian Value Trust - Active ETF (DAVA)	Equity - Australia Strategy	$31.790	1.15%	+$115	$10,115

Assumes $10,000 invested 7 days ago. Figures are based on price movement only and exclude distributions, fees and brokerage.

Bell Financial Group Limited (BFG) ETFs

3 ETFs hold Bell Financial Group Limited (BFG).

ETF	BFG Weight	MER	Yield
Dimensional Australian Core Equity (Managed Fund) (DACE)	0%	0.28%	2.91%
Dimensional Australian Value Trust - Active ETF (DAVA)	0%	0.34%	6.52%

View all 3 ETFs

Bell Financial Group Limited (BFG) Upcoming Dividends & Yields

Distribution Type	Dividend	Franking	Ex-dividend date	Payment date	Current Price⁺	Price 7D Avg	Dividend Yield
Result	5¢	100%	26 Aug 2026	8 Sep 2026	-	-	-
HFResult	6.5¢	100%	3 Mar 2026	19 Mar 2026	-	-	-
Result	3¢	100%	27 Aug 2025	9 Sep 2025	-	-	-

See all dividends from Bell Financial Group Limited (BFG) or use our Upcoming Dividends tool to search for dividends across all ASX-listed securities.

Bell Financial Group Limited (BFG) price-sensitive announcements

BFG - BFG 1H26 Results Presentation

The 1H26 Results Presentation for Bell Financial Group Limited reports strong financial pe

Bell Financial Group Limited (BFG)
13 Aug 2026 | 11:56 AM

BFG - BFG announces 1H26 NPAT of $21.7m, up 133%

Bell Financial Group Limited announced a net profit after tax (NPAT) of $21.7 million for

Bell Financial Group Limited (BFG)
13 Aug 2026 | 11:53 AM

BFG - BFG Appendix 4D and 1H26 Interim Report

The Bell Financial Group Limited Interim Financial Report for the half-year ended 30 June

Bell Financial Group Limited (BFG)
13 Aug 2026 | 11:48 AM

BFG - 2026 AGM - Co-CEOs Presentation

The 2026 AGM Co-CEOs Presentation by Bell Financial Group Limited highlights strong financ

Bell Financial Group Limited (BFG)
7 May 2026 | 9:34 AM

Bell Financial Group Limited (BFG) Recent ASX Announcements

Company	Sector	Market Cap ($m)	Headline	Release date/time⁺	Price at release⁺	Current price⁺	Gain/Loss
Bell Financial Group Limited (BFG) ORDINARY FULLY PAID	Financials	$470	BFG 1H26 Results Presentation	13 Aug 2026 11:56AM	$1.530	$1.465	fallen by 4.25%
Bell Financial Group Limited (BFG) ORDINARY FULLY PAID	Financials	$470	BFG announces 1H26 NPAT of $21.7m, up 133%	13 Aug 2026 11:53AM	$1.530	$1.465	fallen by 4.25%
Bell Financial Group Limited (BFG) ORDINARY FULLY PAID	Financials	$470	Dividend/Distribution - BFG	13 Aug 2026 11:49AM	$1.530	$1.465	fallen by 4.25%
Bell Financial Group Limited (BFG) ORDINARY FULLY PAID	Financials	$470	BFG Appendix 4D and 1H26 Interim Report	13 Aug 2026 11:48AM	$1.530	$1.465	fallen by 4.25%
Bell Financial Group Limited (BFG) ORDINARY FULLY PAID	Financials	$470	Change of Director's Interest Notice	12 May 2026 12:00PM	$1.375	$1.465	risen by 6.55%
Bell Financial Group Limited (BFG) ORDINARY FULLY PAID	Financials	$470	2026 AGM Results	7 May 2026 11:12AM	$1.410	$1.465	risen by 3.90%

BFG Financial Summary

Year to Dec	NPAT	EPS	EPS chg (%)	PER	DPS	Yield (%)	Franking (%)
2025A	$36.01	$11.30	17.20%	11.10	9.50	7.60%	100.0%
2024A	$30.74	$9.60	26.30%	13.80	8.00	6.00%	100.0%
2023A	$24.32	$7.60	-5.10%	13.30	7.00	6.90%	100.0%

BFG Peer Comparison

Company	Mkt Cap	EPS Growth (%)			P/E (%)			Dividend Yield (%)
Company	Mkt Cap	2023 A	2024 A	2025 A	2023 A	2024 A	2025 A	2023 A	2024 A	2025 A
Bell Financial Group Limited (BFG)	$484M	0.1722	0.0000	0.0000	13.3628	0.0000	0.0000	6.29%	0.00%	0.00%
HUB24 Limited (HUB)	$6,337M	0.4161	0.0724	0.1741	46.4712	43.3348	36.9100	1.01%	1.14%	1.33%

BFG Directors

Name	Position	Start Date
Mr Graham Allan Cubbin	Non-Executive Director	12 Sep 2007
Mr Alastair Provan	Non-Executive Director	3 Jul 2001
Mr Tristram van de van Meijden	Non-Executive Director	11 Apr 2024
Ms Christine Anne Feldmanis	Non-Executive Director	21 Feb 2020
Mr Andrew Bell	Non-Executive Director	1 Nov 2023
Mr Brian Arthur Wilson	Non-Executive Director, Non-Executive Chairman	28 Oct 2009

Bell Financial Group Limited (BFG) Changes in Directors' Interest & Trades

Date of change	Director	Buy/Sell	Security Type	Qty	Trade Price	Value
8 May 2026	BELL, Andrew	Buy	Indirect Shares	50,000	$1.350	$67,500.000
28 Apr 2026	BELL, Andrew	Buy	Indirect Shares	50,000	$1.300	$65,000.000
23 Mar 2026	FELDMANIS, Christine	Buy	Indirect Shares	1,716	$1.260	$2,162.160

See all changes in directors' interest & trades for Bell Financial Group Limited (BFG) or use our Changes in directors' interest tool to search for changes & trades across all ASX-listed securities.

BFG Management

Name	Position
Dean Davenport	Co-Chief Executive Officers
Arnie Selvarajah	Co-Chief Executive Officers
Cindy-Jane Lee	General Counsel,Company Secretary

BFG Substantial Shareholders

Under ASX rules large investors and investment funds must disclose when they own more than a 5% stake in Bell Financial Group Limited (BFG). However, you won't necessarily see their names in the company’s annual report, as many trade under nominee names. These shareholders are obliged to provide ongoing substantial notices relating to any change of 1% or more.

Holding	Name
152,295,348 (47.48%)	Alastair Provan
151,295,495 (47.17%)	Bell, Lewis
147,670,918 (46.04%)	Colin Bell
146,355,350 (45.63%)	Bell Group Holdings Pty Ltd (formerly Bell Commodities Ltd)
20,150,000 (6.28%)	Daniel Droga

BFG Calendar of Events

Date	Event
12 August 2027	Report (Interim)
17 February 2027	Report (Annual)
17 February 2027	Report (Prelim)
08 September 2026	Div Pay Date
27 August 2026	Books Close

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