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Dimensional Global Core Plus Fixed Income ETF (DFGP) Institutional Ownership

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$55.98 +0.08 (+0.14%)
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Institutional Ownership Changes (13F Filings) for Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP)

Number of
Institutional Buyers
(last 12 months)
126
Total
Institutional Inflows
(last 12 months)
$738.40M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$25.68M
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DFGP Institutional Buying and Selling by Quarter

Dimensional Global Core Plus Fixed Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2025Brookstone Capital Management16,272$904K0.0%+23.7%0.048%
10/14/2025DiNuzzo Private Wealth Inc.374,242$20.54M2.3%+7.7%1.097%
10/14/2025Farther Finance Advisors LLC16,727$930K0.0%+72.8%0.049%
10/14/2025Parkwoods Wealth Partners LLC14,566$809K0.3%+72.2%0.043%
10/14/2025Foster Group Inc.47,910$2.66M0.1%+1.0%0.140%
10/14/2025TCI Wealth Advisors Inc.593,655$32.99M2.0%+1.0%1.741%
10/10/2025 Spinnaker Investment Group LLC6,551$364K0.1%N/A0.019%
10/9/2025 Dynamic Advisor Solutions LLC7,359$409K0.0%+6.7%0.022%
10/9/2025 Archer Investment Management LLC270,671$15.04M9.2%+3.8%0.801%
10/9/2025 Wealth Advisors Northwest LLC232,638$12.93M6.3%+16.2%0.688%
10/8/2025 Firethorn Wealth Partners LLC34,998$1.95M0.8%-1.6%0.104%
10/8/2025 Quantum Financial Advisors LLC248,411$13.80M1.7%+23.5%0.735%
9/4/2025Osaic Holdings Inc.15,921$868K0.0%+59.4%0.051%
8/27/2025Orion Porfolio Solutions LLC5,920$323K0.0%+17.0%0.019%
8/26/2025Thrivent Financial for Lutherans45,607$2.49M0.0%N/A0.147%
8/18/2025Kestra Investment Management LLC23,795$1.30M0.0%+76.1%0.077%
8/15/2025Orion Porfolio Solutions LLC5,920$323K0.0%+17.0%0.019%
8/15/2025MML Investors Services LLC27,239$1.48M0.0%N/A0.088%
8/15/2025Great Valley Advisor Group Inc.23,156$1.26M0.0%+76.0%0.075%
8/15/2025Bank of America Corp DE522,105$28.45M0.0%+9.8%1.684%
8/14/2025Betterment LLC105,027$5.72M0.0%+42.7%0.339%
8/14/2025Main Street Financial Solutions LLC5,308$289K0.0%-6.1%0.017%
8/14/2025Faithward Advisors LLC9,179$500K0.1%+26.6%0.030%
8/14/2025Sei Investments Co.7,263$396K0.0%N/A0.023%
8/14/2025NewEdge Advisors LLC116,095$6.33M0.0%-12.2%0.375%
8/14/2025Acorn Wealth Advisors LLC71,592$3.90M1.5%-2.1%0.231%
8/14/2025Daner Wealth Management LLC6,859$376K0.3%N/A0.022%
8/13/2025United Wealth Management LLC346,111$18.86M5.5%+2.9%1.116%
8/13/2025GeoWealth Management LLC157,388$8.58M0.3%+310.7%0.508%
8/13/2025CW Advisors LLC25,360$1.38M0.0%+8.4%0.082%
8/12/2025CreativeOne Wealth LLC33,032$1.80M0.0%+1.7%0.107%
8/12/2025JPMorgan Chase & Co.42,496$2.32M0.0%-5.5%0.137%
8/8/2025Schwarz Dygos Wheeler Investment Advisors LLC61,531$3.35M0.8%+17.0%0.198%
8/7/2025Nwam LLC19,597$1.07M0.1%+26.8%0.063%
8/7/2025Timonier Family Office LTD.5,989$326K0.1%-43.8%0.019%
8/7/2025Alpha Financial Advisors LLC8,216$448K0.2%-8.8%0.027%
8/6/2025Disciplined Investors L.L.C.53,217$2.90M2.3%+0.7%0.172%
8/6/2025AE Wealth Management LLC629,014$34.28M0.3%+15.6%2.029%
8/6/2025Vestmark Advisory Solutions Inc.1,409,084$76.78M1.1%+125.1%4.545%
8/6/2025Modera Wealth Management LLC203,531$11.09M0.1%+1.7%0.657%
8/4/2025Integrity Alliance LLC.405,119$22.08M1.2%+8.9%1.307%
8/4/2025Savvy Advisors Inc.8,215$448K0.0%+13.3%0.027%
8/1/2025Equita Financial Network Inc.4,828$263K0.1%N/A0.016%
8/1/2025Penobscot Wealth Management727,709$39.65M14.2%+8.2%2.347%
8/1/2025MilWealth Group LLC465,463$25.36M6.5%-0.2%1.501%
8/1/2025Red Lighthouse Investment Management LLC48,401$2.64M1.0%+1,716.2%0.156%
8/1/2025Envestnet Asset Management Inc.542,202$29.55M0.0%+59.3%1.749%
7/31/2025City State Bank52,182$2.84M0.9%+13.0%0.170%
7/31/2025Curio Wealth LLC575,094$31.34M13.7%+151,240.5%1.873%
7/30/2025Forum Financial Management LP5,902,297$321.62M4.9%+5.1%19.226%
7/30/2025Brookstone Capital Management13,151$717K0.0%N/A0.043%
7/29/2025Straight Path Wealth Management391,277$21.32M7.2%+3.1%1.275%
7/29/2025Master S Wealth Management Inc.307,140$16.74M7.8%+5.0%1.000%
7/28/2025Mutual Advisors LLC10,731$584K0.0%+16.1%0.035%
7/28/2025RFG Advisory LLC395,882$21.57M0.5%-2.3%1.290%
7/25/2025Ruedi Wealth Management Inc.821,156$44.75M13.3%+4.4%2.701%
7/25/2025Index Fund Advisors Inc.4,032$220K0.0%-11.2%0.013%
7/25/2025One Degree Advisors Inc77,152$4.20M1.5%+7.7%0.254%
7/24/2025Vantage Point Financial LLC13,712$747K0.3%+59.5%0.045%
7/24/2025Grand Wealth Management LLC113,914$6.21M3.2%+0.5%0.375%
7/24/2025 Wealth Advisors Northwest LLC200,222$10.91M5.7%+41.5%0.659%
7/23/2025Abel Hall LLC42,496$2.32M1.1%-5.4%0.140%
7/23/2025Sax Wealth Advisors LLC40,467$2.21M0.1%+2.0%0.133%
7/23/2025Wise Wealth Partners38,852$2.12M3.5%N/A0.128%
7/23/2025Tcfg Wealth Management LLC3,751$204K0.1%-7.1%0.012%
7/22/2025Merit Financial Group LLC111,959$6.10M0.1%-1.8%0.368%
7/22/2025Wealthcare Advisory Partners LLC22,146$1.21M0.0%-23.6%0.073%
7/22/2025 Firethorn Wealth Partners LLC35,585$1.94M0.8%-1.3%0.117%
7/22/2025Vested Financial Planning LLC14,618$797K0.7%N/A0.048%
7/21/2025Triad Wealth Partners LLC13,585$740K0.1%+81.9%0.045%
7/18/2025Pure Financial Advisors LLC5,351$292K0.0%N/A0.018%
7/18/2025TruNorth Capital Management LLC221,990$12.10M2.7%+9.9%0.735%
7/18/2025Parkwoods Wealth Partners LLC8,458$461K0.3%+116.2%0.028%
7/18/2025Bridge Generations Wealth Management LLC158,479$8.64M5.2%-5.2%0.525%
7/18/2025Truist Financial Corp56,979$3.11M0.0%-0.6%0.189%
7/17/2025DiNuzzo Private Wealth Inc.347,503$18.94M2.2%+7.7%1.151%
7/17/2025Applied Capital LLC58,137$3.17M1.4%+6.0%0.193%
7/17/2025XY Planning Network Inc.25,264$1.38M0.5%+17.4%0.084%
7/16/2025Signature Resources Capital Management LLC137,082$7.47M4.5%N/A0.454%
7/16/2025Midwest Heritage Bank FSB246,249$13.42M5.0%+8.1%0.815%
7/16/2025Jentner Corp1,094,132$59.62M16.0%+7.5%3.623%
7/16/2025TRU Independence Asset Management 2 LLC101,445$5.53M3.8%+48.4%0.336%
7/16/2025Meredith Wealth Planning71,470$3.89M1.4%+11.2%0.237%
7/16/2025Gradient Capital Advisors LLC12,824$699K0.2%+149.4%0.042%
7/16/2025TCI Wealth Advisors Inc.588,022$32.04M2.2%+27.7%1.947%
7/15/2025Maseco LLP2,664,712$145.21M5.5%N/A8.824%
7/14/2025Foster Group Inc.47,419$2.58M0.1%N/A0.157%
7/14/2025Shearwater Capital LLC14,432$786K0.5%N/A0.048%
7/14/2025Physician Wealth Advisors Inc.862$47K0.0%+148.4%0.003%
7/11/2025 Quantum Financial Advisors LLC201,187$10.96M1.5%+13.2%0.677%
7/11/2025Farther Finance Advisors LLC9,682$528K0.0%+111.0%0.033%
7/10/2025Wealth Enhancement Advisory Services LLC11,635$634K0.0%+31.9%0.039%
7/9/2025Aurelius Family Office LLC15,481$844K0.4%-1.7%0.052%
7/9/2025 Archer Investment Management LLC260,885$14.22M10.3%+10.0%0.878%
7/9/2025Krilogy Financial LLC65,049$3.55M0.2%+26.3%0.219%
7/8/2025Apella Capital LLC7,547$410K0.0%-24.7%0.025%
7/7/2025Kings Path Partners LLC97,076$5.29M2.1%+114.3%0.327%
5/20/2025Integrity Alliance LLC.371,899$19.87M0.8%N/A1.393%
5/19/2025Jane Street Group LLC50,167$2.68M0.0%-46.4%0.188%
5/16/2025Faithward Advisors LLC7,250$387K0.1%+8.7%0.027%
(Data available from 1/1/2016 forward)

DFGP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFGP shares?

During the previous two years, 134 institutional investors and hedge funds held shares of Dimensional Global Core Plus Fixed Income ETF. The most heavily invested institutionals were Forum Financial Management LP ($321.62M), Maseco LLP ($145.21M), Vestmark Advisory Solutions Inc. ($76.78M), von Borstel & Associates Inc. ($62.16M), Jentner Corp ($59.62M), Ruedi Wealth Management Inc. ($44.75M), and Penobscot Wealth Management ($39.65M).Learn more on Dimensional Global Core Plus Fixed Income ETF's institutional investors.

Which institutional investors have been buying Dimensional Global Core Plus Fixed Income ETF's stock?

Of the 133 institutional investors that purchased Dimensional Global Core Plus Fixed Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Forum Financial Management LP ($5.90M), Maseco LLP ($2.66M), Vestmark Advisory Solutions Inc. ($1.24M), von Borstel & Associates Inc. ($1.16M), Curio Wealth LLC ($962.63K), Penobscot Wealth Management ($650.18K), and TCI Wealth Advisors Inc. ($577.53K).

How much institutional buying is happening at Dimensional Global Core Plus Fixed Income ETF?

Institutional investors have bought a total of 13,710,578 shares in the last 24 months. This purchase volume represents approximately $738.40M in transactions.

Which of Dimensional Global Core Plus Fixed Income ETF's major shareholders have been selling company stock?

Of the 33 institutional investors that sold Dimensional Global Core Plus Fixed Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NewEdge Advisors LLC ($161.84K), Jane Street Group LLC ($43.50K), OLD Mission Capital LLC ($40.15K), Red Lighthouse Investment Management LLC ($34.26K), Forum Financial Management LP ($32.89K), Bridge Generations Wealth Management LLC ($24.27K), and Tcfg Wealth Management LLC ($19.04K).

How much institutional selling is happening at Dimensional Global Core Plus Fixed Income ETF?

Institutional investors have sold a total of 479,262 shares in the last 24 months. This volume of shares sold represents approximately $25.68M in transactions.



This page (NASDAQ:DFGP) was last updated on 10/15/2025 by MarketBeat.com Staff
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