Free Trial
→ Altucher: Turn $900 into $108,000 in just 12 months? (From Paradigm Press) (Ad) Free DFGP Stock Alerts

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

Dimensional Global Core Plus Fixed Income ETF logo
$54.29 -0.08 (-0.15%)
Closing price 04:00 PM Eastern
Extended Trading
$54.28 -0.01 (-0.01%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP)

Number of
Institutional Buyers
(last 12 months)
122
Total
Institutional Inflows
(last 12 months)
$676.53M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$32.31M
Get DFGP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional Global Core Plus Fixed Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DFGP Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
7/24/2025Wealth Advisors Northwest LLC200,222$10.91M5.7%+41.5%0.659%
7/23/2025 Abel Hall LLC42,496$2.32M1.1%-5.4%0.140%
7/23/2025 Sax Wealth Advisors LLC40,467$2.21M0.1%+2.0%0.133%
7/23/2025 Wise Wealth Partners38,852$2.12M3.5%N/A0.128%
7/23/2025 Tcfg Wealth Management LLC3,751$204K0.1%-7.1%0.012%
7/22/2025 Merit Financial Group LLC111,959$6.10M0.1%-1.8%0.368%
7/22/2025 Wealthcare 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%
7/22/2025 Vested Financial Planning LLC14,618$797K0.7%N/A0.048%
7/21/2025 Triad Wealth Partners LLC13,585$740K0.1%+81.9%0.045%
7/18/2025 Pure Financial Advisors LLC5,351$292K0.0%N/A0.018%
7/18/2025 TruNorth Capital Management LLC221,990$12.10M2.7%+9.9%0.735%
7/18/2025 Parkwoods Wealth Partners LLC8,458$461K0.3%+116.2%0.028%
7/18/2025 Bridge Generations Wealth Management LLC158,479$8.64M5.2%-5.2%0.525%
7/18/2025 Truist Financial Corp56,979$3.11M0.0%-0.6%0.189%
7/17/2025 DiNuzzo Private Wealth Inc.347,503$18.94M2.2%+7.7%1.151%
7/17/2025 Applied Capital LLC58,137$3.17M1.4%+6.0%0.193%
7/17/2025 XY Planning Network Inc.25,264$1.38M0.5%+17.4%0.084%
7/16/2025 Signature Resources Capital Management LLC137,082$7.47M4.5%N/A0.454%
7/16/2025 Midwest Heritage Bank FSB246,249$13.42M5.0%+8.1%0.815%
7/16/2025 Jentner Corp1,094,132$59.62M16.0%+7.5%3.623%
7/16/2025 TRU Independence Asset Management 2 LLC101,445$5.53M3.8%+48.4%0.336%
7/16/2025 Meredith Wealth Planning71,470$3.89M1.4%+11.2%0.237%
7/16/2025 Gradient Capital Advisors LLC12,824$699K0.2%+149.4%0.042%
7/16/2025 TCI Wealth Advisors Inc.588,022$32.04M2.2%+27.7%1.947%
7/15/2025 Maseco LLP2,664,712$145.21M5.5%N/A8.824%
7/14/2025 Foster Group Inc.47,419$2.58M0.1%N/A0.157%
7/14/2025 Shearwater Capital LLC14,432$786K0.5%N/A0.048%
7/14/2025 Physician 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%
7/11/2025 Farther Finance Advisors LLC9,682$528K0.0%+111.0%0.033%
7/10/2025 Wealth Enhancement Advisory Services LLC11,635$634K0.0%+31.9%0.039%
7/9/2025 Aurelius 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%
7/9/2025 Krilogy Financial LLC65,049$3.55M0.2%+26.3%0.219%
7/8/2025 Apella Capital LLC7,547$410K0.0%-24.7%0.025%
7/7/2025 Kings Path Partners LLC97,076$5.29M2.1%+114.3%0.327%
5/20/2025Integrity Alliance LLC.371,899$19.87M0.8%N/A1.393%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
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%
5/16/2025Kestra Investment Management LLC13,511$722K0.0%+1,184.3%0.051%
5/16/2025 Plancorp LLC8,133$435K0.0%+86.4%0.030%
5/16/2025NewEdge Advisors LLC132,188$7.06M0.0%-52.2%0.495%
5/16/2025 Jentner Corp1,017,736$54.38M16.3%+5.6%3.812%
5/15/2025Betterment LLC73,601$3.93M0.0%+102.2%0.276%
5/15/2025OLD Mission Capital LLC11,301$604K0.0%-78.0%0.042%
5/14/2025CreativeOne Wealth LLC32,476$1.74M0.1%+18.1%0.122%
5/14/2025Northwestern Mutual Wealth Management Co.1,022$55K0.0%N/A0.004%
5/14/2025 Sax Wealth Advisors LLC39,682$2.12M0.2%+71.4%0.149%
5/14/2025Kestra Advisory Services LLC79,277$4.24M0.0%+6.6%0.297%
5/14/2025CW Advisors LLC23,402$1.25M0.0%N/A0.088%
5/13/2025Raymond James Financial Inc.96,626$5.16M0.0%N/A0.362%
5/13/2025American Investment Services Inc.28,501$1.52M0.3%+4.5%0.107%
5/13/2025Vestmark Advisory Solutions Inc.625,951$33.45M0.9%+0.5%2.344%
5/12/2025Aveo Capital Partners LLC239,217$12.82M2.1%+6.0%0.896%
5/12/2025Virtu Financial LLC8,439$451K0.0%N/A0.032%
5/12/2025Townsquare Capital LLC5,244$280K0.0%-46.9%0.020%
5/12/2025Savvy Advisors Inc.7,250$387K0.0%+90.6%0.027%
5/12/2025One Degree Advisors Inc71,646$3.83M1.6%+2.0%0.268%
5/9/2025Commonwealth Equity Services LLC362,714$19.38M0.0%+3.8%1.358%
5/8/2025Modera Wealth Management LLC200,095$10.69M0.1%+19.4%0.749%
5/8/2025Aegis Wealth Management LLC5,712$305K0.2%+39.9%0.021%
5/8/2025 Meredith Wealth Planning64,248$3.43M1.5%+0.4%0.241%
5/6/2025Grand Wealth Management LLC113,314$6.05M3.3%+64.3%0.424%
5/6/2025AE Wealth Management LLC543,953$29.06M0.2%+6.2%2.037%
5/6/2025 Abel Hall LLC44,901$2.40M1.4%-16.8%0.168%
5/5/2025Nwam LLC15,455$826K0.1%+122.3%0.058%
5/2/2025 Midwest Heritage Bank FSB227,721$12.17M5.0%+81.5%0.853%
5/2/2025Forum Financial Management LP5,616,220$300.08M5.0%+3.3%21.035%
5/2/2025Private Wealth Management Group LLC890$48K0.0%N/A0.003%
5/1/2025United Wealth Management LLC336,505$17.98M5.6%+21.0%1.270%
5/1/2025 TruNorth Capital Management LLC202,000$10.79M2.7%+6.2%0.762%
5/1/2025Acorn Wealth Advisors LLC73,115$3.91M1.6%-1.3%0.276%
5/1/2025MilWealth Group LLC466,435$24.92M6.9%+2.3%1.760%
5/1/2025 Bridge Generations Wealth Management LLC167,248$8.94M5.6%-8.5%0.631%
5/1/2025Lane & Associates LLC7,728$413K0.2%+3.7%0.029%
4/30/2025 TRU Independence Asset Management 2 LLC68,381$3.65M2.7%+42.2%0.258%
4/30/2025Index Fund Advisors Inc.4,543$243K0.0%-5.3%0.017%
4/30/2025 Aurelius Family Office LLC15,755$842K0.4%+27.3%0.059%
4/29/2025Envestnet Asset Management Inc.340,411$18.19M0.0%+27.7%1.285%
4/29/2025von Borstel & Associates Inc.1,163,407$62.16M18.6%+31.3%4.390%
4/29/2025OneDigital Investment Advisors LLC65,439$3.50M0.0%-0.4%0.247%
4/28/2025Mutual Advisors LLC9,244$496K0.0%N/A0.035%
4/28/2025Straight Path Wealth Management379,341$20.27M8.2%+3.4%1.431%
4/28/2025Penobscot Wealth Management672,825$35.95M15.1%+7.6%2.539%
4/28/2025Red Lighthouse Investment Management LLC2,665$142K0.1%-92.8%0.010%
4/25/2025 DiNuzzo Private Wealth Inc.322,613$17.24M2.2%+8.4%1.217%
4/25/2025RCS Financial Planning LLC4,165$223K0.1%-13.6%0.016%
Forget Nvidia, This “Ghost Town” Company Holds the Key to the AI Boom (Ad)

Cold War Discovery Could Unlock $100 Trillion in Wealth Jeff recently traveled to an American ghost town to investigate this crazy Cold War story… Because it could hold the key to the entire $100 trillion AI boom. It involves an American ghost town with just 30 people… And a new twist to the AI boom that could make a lot of people rich.

Click here to see the details on what could be the biggest tech story of this decade.
4/25/2025Master S Wealth Management Inc.292,405$15.62M8.2%+6.3%1.103%
4/23/2025Alpha Financial Advisors LLC9,013$482K0.2%+30.8%0.035%
4/23/2025Timonier Family Office LTD.10,658$569K0.3%-4.4%0.041%
4/23/2025Balance Wealth LLC16,835$899K0.6%N/A0.065%
4/23/2025Ruedi Wealth Management Inc.786,263$42.01M13.1%+4.5%3.013%
4/23/2025 Helen Stephens Group LLC4,494$240K0.1%+14.6%0.017%
4/23/2025Vantage Point Financial LLC8,597$459K0.2%N/A0.033%
4/22/2025Cambridge Investment Research Advisors Inc.16,071$859K0.0%+5.6%0.062%
4/22/2025 Applied Capital LLC54,826$2.93M1.4%+32.2%0.210%
4/22/2025 Aspire Private Capital LLC3,843$205K0.1%-10.6%0.015%
(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, 126 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 ($300.08M), Maseco LLP ($145.21M), von Borstel & Associates Inc. ($62.16M), Jentner Corp ($59.62M), Ruedi Wealth Management Inc. ($42.01M), Penobscot Wealth Management ($35.95M), and Vestmark Advisory Solutions Inc. ($33.45M).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 125 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 ($5.62M), Maseco LLP ($2.66M), von Borstel & Associates Inc. ($1.16M), Penobscot Wealth Management ($595.30K), TCI Wealth Advisors Inc. ($571.90K), Ruedi Wealth Management Inc. ($512.48K), and AE Wealth Management LLC ($455.94K).

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

Institutional investors have bought a total of 12,597,167 shares in the last 24 months. This purchase volume represents approximately $676.53M in transactions.

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

Of the 30 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: Envestnet Asset Management Inc. ($161.70K), NewEdge Advisors LLC ($145.75K), 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), and Bridge Generations Wealth Management LLC ($24.27K).

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

Institutional investors have sold a total of 605,802 shares in the last 24 months. This volume of shares sold represents approximately $32.31M in transactions.


Related Companies

This page (NASDAQ:DFGP) was last updated on 7/24/2025 by MarketBeat.com Staff
From Our Partners
Can Gold Hit $5,000?
Central banks are stockpiling gold at record levels—over 1,000 tons a year. Now everyday investors are cash...
Investors Alley | Sponsored
Why Elon put $51 million into this
A single U.S. company has started producing a “miracle metal” once locked in research labs. Now? They’re qu...
True Market Insiders | Sponsored
Treasury Secretary Bessent Is Betting Big on Gold
When the U.S. Treasury Secretary’s largest personal investment is gold — that’s a signal. Now a veteran gol...
Golden Portfolio | Sponsored
The End of Elon Musk…?
The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, an...
Brownstone Research | Sponsored
Genesis 14:13-17 [HIDDEN MEANING?]
A mysterious Bible verse from Genesis may hold the key to unlocking what one expert calls an “American birthri...
Paradigm Press | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored