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

Dimensional Global Core Plus Fixed Income ETF logo
$54.46 -0.07 (-0.13%)
Closing price 07/2/2025 03:59 PM Eastern
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$54.46 -0.01 (-0.01%)
As of 07/2/2025 04:04 PM Eastern
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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)
115
Total
Institutional Inflows
(last 12 months)
$521.66M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$31.01M
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DFGP Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/16/2025Kestra Investment Management LLC13,511$722K0.0%+1,184.3%0.051%
5/16/2025Plancorp LLC8,133$435K0.0%+86.4%0.030%
5/16/2025NewEdge Advisors LLC132,188$7.06M0.0%-52.2%0.495%
5/16/2025Jentner 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%
5/14/2025Sax 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%
5/8/2025Meredith 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%
5/6/2025Abel Hall LLC44,901$2.40M1.4%-16.8%0.168%
5/5/2025Nwam LLC15,455$826K0.1%+122.3%0.058%
5/2/2025Midwest 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%
5/1/2025TruNorth 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%
5/1/2025Bridge Generations Wealth Management LLC167,248$8.94M5.6%-8.5%0.631%
5/1/2025Lane & Associates LLC7,728$413K0.2%+3.7%0.029%
4/30/2025TRU Independence Asset Management 2 LLC68,381$3.65M2.7%+42.2%0.258%
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4/30/2025Index Fund Advisors Inc.4,543$243K0.0%-5.3%0.017%
4/30/2025Aurelius 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%
4/25/2025DiNuzzo 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%
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%
4/23/2025Helen 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%
4/22/2025Applied Capital LLC54,826$2.93M1.4%+32.2%0.210%
4/22/2025Aspire Private Capital LLC3,843$205K0.1%-10.6%0.015%
4/22/2025XY Planning Network Inc.21,515$1.15M0.8%N/A0.082%
4/21/2025TCI Wealth Advisors Inc.460,310$24.59M2.0%+4.7%1.764%
4/17/2025Dynamic Advisor Solutions LLC5,490$293K0.0%N/A0.021%
4/17/2025Tcfg Wealth Management LLC4,038$216K0.1%-82.3%0.016%
4/16/2025Wealth Enhancement Advisory Services LLC8,819$471K0.0%-63.0%0.034%
4/16/2025Krilogy Financial LLC51,508$2.75M0.2%+10.1%0.199%
4/16/2025Wealth Advisors Northwest LLC141,524$7.56M4.8%+78.2%0.546%
4/15/2025Two West Capital Advisors LLC26,380$1.38M1.2%+18.7%0.102%
4/15/2025Wealthcare Advisory Partners LLC28,998$1.55M0.0%N/A0.112%
4/14/2025Clarity Capital Advisors LLC6,380$341K0.2%N/A0.025%
4/14/2025Park Avenue Securities LLC69,644$3.72M0.0%+150.5%0.269%
4/11/2025City State Bank46,162$2.47M0.8%+128.8%0.178%
4/10/2025Firethorn Wealth Partners LLC36,066$1.93M0.9%-1.8%0.139%
4/9/2025RFG Advisory LLC405,018$21.64M0.6%N/A1.576%
4/9/2025Merit Financial Group LLC113,960$6.09M0.1%+1,319.7%0.443%
4/9/2025Archer Investment Management LLC237,243$12.68M8.8%-6.0%0.923%
4/9/2025Quantum Financial Advisors LLC177,686$9.49M1.4%+4.4%0.691%
4/4/2025Kings Path Partners LLC45,296$2.42M1.2%N/A0.177%
3/17/2025Wealth Enhancement Advisory Services LLC23,856$1.26M0.0%+6.1%0.104%
3/14/2025Tableaux LLC13,228$699K0.6%N/A0.058%
3/7/2025Aegis Wealth Management LLC4,082$216K0.1%N/A0.017%
3/3/2025American Investment Services Inc.27,269$1.44M0.3%+2.3%0.119%
2/20/2025Forum Financial Management LP5,436,899$287.23M4.7%+2.5%23.639%
2/17/2025Citadel Advisors LLC80,409$4.25M0.0%+1,290.2%0.350%
2/17/2025Bank of America Corp DE510,285$26.96M0.0%+14.5%2.219%
2/14/2025Jane Street Group LLC93,665$4.95M0.0%+138.5%0.407%
2/14/2025Rehmann Capital Advisory Group3,873$205K0.0%N/A0.017%
2/14/2025Betterment LLC36,392$1.92M0.0%+206.8%0.158%
2/14/2025OneDigital Investment Advisors LLC65,715$3.47M0.0%-7.9%0.286%
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2/14/2025WPWealth LLP19,558$1.03M0.2%N/A0.085%
2/14/2025Forum Financial Management LP5,268,878$278.36M4.7%-0.6%22.908%
2/14/2025GeoWealth Management LLC30,673$1.62M0.1%+112.3%0.133%
2/14/2025Bridge Generations Wealth Management LLC182,747$9.66M6.4%N/A0.795%
2/13/2025NewEdge Advisors LLC276,467$14.61M0.1%-0.5%1.202%
2/13/2025Main Street Financial Solutions LLC4,662$246K0.0%N/A0.020%
2/13/2025Master S Wealth Management Inc.275,094$14.53M7.8%N/A1.196%
2/13/2025CreativeOne Wealth LLC27,492$1.45M0.0%+32.0%0.120%
2/13/2025Savvy Advisors Inc.3,804$201K0.0%N/A0.017%
2/13/2025Townsquare Capital LLC9,874$522K0.0%N/A0.043%
(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, 117 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), von Borstel & Associates Inc. ($62.16M), Jentner Corp ($54.38M), Ruedi Wealth Management Inc. ($42.01M), Penobscot Wealth Management ($35.95M), Vestmark Advisory Solutions Inc. ($33.45M), and AE Wealth Management LLC ($29.06M).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 116 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), von Borstel & Associates Inc. ($1.16M), Penobscot Wealth Management ($595.30K), Ruedi Wealth Management Inc. ($512.48K), AE Wealth Management LLC ($455.94K), Vestmark Advisory Solutions Inc. ($452.81K), and TCI Wealth Advisors Inc. ($444.19K).

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

Institutional investors have bought a total of 9,772,861 shares in the last 24 months. This purchase volume represents approximately $521.66M in transactions.

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

Of the 25 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 Tcfg Wealth Management LLC ($18.75K).

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

Institutional investors have sold a total of 581,930 shares in the last 24 months. This volume of shares sold represents approximately $31.01M in transactions.


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This page (NASDAQ:DFGP) was last updated on 7/3/2025 by MarketBeat.com Staff
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