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

Dimensional Global Core Plus Fixed Income ETF logo
$52.29 +0.04 (+0.08%)
Closing price 03:59 PM Eastern
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$52.32 +0.04 (+0.07%)
As of 07:30 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)
144
Total
Institutional Inflows
(last 12 months)
$615.23M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$74.46M
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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
10/13/2026Sax Wealth Advisors LLC85,011$4.41M0.1%+20.6%0.122%
10/8/2026Farther Finance Advisors LLC154,806$8.04M0.1%+46.0%0.226%
10/8/2026Apella Capital LLC269,685$14.04M0.2%+60.7%0.393%
10/7/2026Venture Visionary Partners LLC20,036$1.04M0.0%-26.7%0.029%
9/23/2026Envestnet Asset Management Inc.712,638$38.81M0.0%+4.0%1.062%
9/17/2026Wellington Altus USA Inc.2,275$123K0.1%-61.9%0.003%
9/9/2026Archford Capital Strategies LLC191,581$10.43M1.0%+3.9%0.302%
9/9/2026Integrated Wealth Concepts LLC297,299$16.19M0.1%+3.3%0.469%
9/9/2026RFG Advisory LLC461,737$25.15M0.4%+5.3%0.728%
9/9/2026NewEdge Advisors LLC61,709$3.36M0.0%-1.3%0.097%
9/9/2026XY Planning Network Inc.37,557$2.05M0.3%+1.5%0.059%
9/8/2026Allworth Financial LP597,304$32.53M0.1%+37.2%0.942%
8/23/2026Straight Path Wealth Management517,408$28.18M6.6%+5.8%0.816%
8/23/2026Midwest Heritage Bank FSB360,392$19.63M5.6%+4.2%0.568%
8/23/2026Angeles Wealth Management LLC6,588$359K0.0%N/A0.010%
8/23/2026Red Lighthouse Investment Management LLC139,541$7.60M2.2%+10.1%0.220%
8/22/2026Vested Financial Planning LLC17,388$947K0.6%+1.3%0.027%
8/21/2026Acorn Wealth Advisors LLC74,907$4.08M0.9%+28.2%0.118%
7/10/2026DiNuzzo Private Wealth Inc.502,670$27.38M2.7%+9.2%1.030%
7/10/2026Spinnaker Investment Group LLC6,790$370K0.1%N/A0.014%
7/10/2026Wealthcare Advisory Partners LLC70,898$3.86M0.1%+5.2%0.145%
7/9/2026Professional Financial Advisors LLC75,128$4.09M0.7%+14.5%0.154%
7/9/2026Sax Wealth Advisors LLC70,505$3.81M0.1%+28.2%0.146%
7/8/2026Beaird Harris Wealth Management LLC743,391$40.49M2.5%+17.5%1.173%
7/8/2026Quantum Financial Advisors LLC392,244$21.36M1.9%+20.9%0.812%
7/8/2026Shearwater Capital LLC18,976$1.03M0.5%+10.5%0.039%
7/8/2026Apella Capital LLC167,820$9.10M0.1%+573.3%0.347%
7/8/202655 North Private Wealth LLC90,588$4.93M1.0%+11.5%0.188%
7/7/2026Foster Group Inc.46,605$2.54M0.1%+1.1%0.096%
7/7/2026Dynamic Advisor Solutions LLC197,120$10.74M0.3%-1.2%0.408%
6/24/2026Optimus Capital Advisors LLC10,192$550K0.3%-21.9%0.023%
6/3/2026NewEdge Advisors LLC62,539$3.38M0.0%-2.2%0.140%
5/21/2026BankChampaign National Association3,473$188K0.2%N/A0.008%
5/19/2026NewEdge Advisors LLC62,539$3.38M0.1%-2.2%0.140%
5/19/2026Bank of America Corp DE614,755$33.19M0.0%-3.0%1.372%
5/18/2026Royal Bank of Canada4,907$265K0.0%+260.8%0.011%
5/16/2026Excelsior Advisor Network LLC23,233$1.25M0.5%+5.2%0.052%
5/15/2026Everest Financial Group LLC4,425$239K0.0%N/A0.010%
5/14/2026Sei Investments Co.8,478$458K0.0%+39.5%0.019%
5/13/2026American Investment Services Inc.36,094$1.95M0.4%+5.3%0.081%
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5/13/2026Daner Wealth Management LLC10,727$582K0.3%+27.3%0.024%
5/6/2026Modera Wealth Management LLC188,173$10.16M0.1%+0.2%0.420%
5/6/2026Assetmark Inc.1,796$97K0.0%N/A0.004%
5/5/2026Nwam LLC40,634$2.19M0.1%+23.9%0.091%
5/4/2026Ruedi Wealth Management Inc.993,040$53.61M13.8%+8.1%2.217%
5/4/2026Vantage Point Financial LLC23,551$1.27M0.4%+3.9%0.053%
5/4/2026Uptick Partners LLC8,076$436K0.1%N/A0.018%
5/2/2026Diversify Wealth Management LLC14,648$793K0.0%N/A0.033%
5/1/2026Fifth Third Bancorp531$29K0.0%N/A0.001%
5/1/2026Signature Resources Capital Management LLC157,401$8.50M4.0%+9.8%0.355%
4/30/2026Kestra Advisory Services LLC143,197$7.73M0.0%+6.4%0.323%
4/28/2026Abel Hall LLC46,065$2.49M0.5%-0.4%0.104%
4/28/2026Ascentis Independent Advisors1,258$68K0.0%N/A0.003%
4/27/2026TCI Wealth Advisors Inc.614,735$33.19M1.8%+1.8%1.385%
4/27/2026Baer Investment Advisory LLC4,334$234K0.0%N/A0.010%
4/27/2026Private Advisor Group LLC22,383$1.21M0.0%+198.3%0.050%
4/25/2026Axis Wealth Partners LLC5,222$282K0.1%+23.2%0.012%
4/24/2026Root Financial Partners LLC1,034$56K0.0%+113.6%0.002%
4/23/2026Master S Wealth Management Inc.55,308$2.99M1.0%-13.6%0.125%
4/23/2026Forum Financial Management LP6,540,363$353.11M5.0%+4.5%14.731%
4/23/2026TRU Independence Asset Management 2 LLC124,897$6.74M4.1%+4.9%0.283%
4/22/2026First Financial Group Corp7,316$395K0.3%N/A0.017%
4/22/2026Foundry Financial LLC35,219$1.90M0.8%-49.9%0.080%
4/21/2026AA Financial Advisors LLC152,869$8.25M1.2%N/A0.347%
4/21/2026Maseco LLP3,850,637$207.86M6.5%+13.6%8.732%
4/21/2026Penobscot Wealth Management904,625$48.84M14.4%+5.3%2.051%
4/20/2026RFG Advisory LLC438,484$23.67M0.4%+4.6%0.994%
4/20/2026Apella Capital LLC24,924$1.36M0.0%+55.9%0.057%
4/18/2026Faithward Advisors LLC16,478$890K0.1%+10.4%0.037%
4/17/2026Krilogy Financial LLC95,943$5.22M0.2%+4.9%0.218%
4/17/2026Brookstone Capital Management18,058$975K0.0%+13.4%0.041%
4/16/2026Triad Wealth Partners LLC23,231$1.25M0.1%+15.6%0.053%
4/15/2026Midwest Heritage Bank FSB345,985$18.68M6.0%+27.6%0.788%
2/24/2026TRU Independence Asset Management 2 LLC119,060$6.44M4.0%+7.3%0.292%
2/23/2026Beaird Harris Wealth Management LLC427,954$23.14M1.6%+54.4%1.049%
2/23/2026Virtu Financial LLC7,575$410K0.0%N/A0.019%
2/18/2026Mercer Global Advisors Inc. ADV17,213$931K0.0%-17.6%0.042%
2/18/2026Beacon Pointe Advisors LLC1,175,744$63.57M0.4%+4.4%2.882%
2/18/2026NewEdge Advisors LLC63,959$3.46M0.0%-18.6%0.157%
2/17/2026Abel Hall LLC46,253$2.50M0.6%+3.3%0.113%
2/17/2026GeoWealth Management LLC179,680$9.72M0.4%+4.0%0.440%
2/17/2026Osaic Holdings Inc.65,525$3.54M0.0%+43.6%0.161%
2/17/2026Donalies Financial Planning LLC9,889$535K0.5%N/A0.024%
2/17/2026Royal Bank of Canada1,360$74K0.0%+112.5%0.003%
2/17/2026Faithward Advisors LLC14,929$807K0.1%+25.8%0.037%
2/16/2026MML Investors Services LLC30,219$1.63M0.0%+9.3%0.074%
2/16/2026Mariner LLC112,890$6.10M0.0%+3.3%0.277%
2/13/2026CreativeOne Wealth LLC34,249$1.85M0.0%+3.4%0.084%
2/13/2026Kestra Advisory Services LLC134,627$7.28M0.0%+33.9%0.330%
2/13/2026Advyzon Investment Management LLC4,489$243K0.0%N/A0.011%
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2/13/2026WPWealth LLP1,128,300$61.01M9.5%+19.1%2.765%
2/13/2026Arkadios Wealth Advisors16,834$910K0.0%N/A0.041%
2/13/2026Integrated Wealth Concepts LLC280,920$15.19M0.2%+3.9%0.689%
2/13/2026marrick wealth LLC87,593$4.74M3.9%N/A0.215%
2/13/2026Wells Fargo & Company MN1,583$86K0.0%+847.9%0.004%
2/12/2026Jane Street Group LLC242,004$13.09M0.0%+217.5%0.593%
2/12/2026Orion Porfolio Solutions LLC8,882$480K0.0%+89.3%0.022%
2/12/2026Commonwealth Equity Services LLC374,081$20.23M0.0%+8.3%0.917%
2/12/2026Penobscot Wealth Management858,974$46.45M14.4%+6.4%2.105%
2/12/2026von Borstel & Associates Inc.1,388,442$75.07M17.6%+3.5%3.403%


DFGP Institutional Ownership - Frequently Asked Questions

During the previous two years, 189 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 ($353.11M), Maseco LLP ($207.86M), Symmetry Partners LLC ($133.64M), von Borstel & Associates Inc. ($75.07M), Beacon Pointe Advisors LLC ($63.57M), WPWealth LLP ($61.01M), and Jentner Corp ($59.62M).Learn more on Dimensional Global Core Plus Fixed Income ETF's institutional investors.

Of the 182 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: Maseco LLP ($3.39M), Symmetry Partners LLC ($2.47M), Forum Financial Management LP ($1.43M), von Borstel & Associates Inc. ($1.31M), Curio Wealth LLC ($1.15M), Vestmark Advisory Solutions Inc. ($912.62K), and Penobscot Wealth Management ($818.33K).

Institutional investors have bought a total of 11,299,071 shares in the last 24 months. This purchase volume represents approximately $615.23M in transactions.

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: Vestmark Advisory Solutions Inc. ($655.72K), Master S Wealth Management Inc. ($261.04K), Archer Investment Management LLC ($94.66K), Merit Financial Group LLC ($90.00K), AE Wealth Management LLC ($64.34K), NewEdge Advisors LLC ($55.81K), and Foundry Financial LLC ($35.11K).

Institutional investors have sold a total of 1,355,823 shares in the last 24 months. This volume of shares sold represents approximately $74.46M in transactions.


Related Companies

Institutional ownership data for NASDAQ:DFGP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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