Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free DFGP Stock Alerts

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

Dimensional Global Core Plus Fixed Income ETF logo
$54.37 0.00 (0.00%)
As of 07/2/2026 04:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
152
Total
Institutional Inflows
(last 12 months)
$896.64M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$77.02M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
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%
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%
2/12/2026Investor s Fiduciary Advisor Network LLC18,468$998K0.2%N/A0.045%
2/12/2026Betterment LLC141,867$7.67M0.0%+15.1%0.348%
2/12/2026Moneta Group Investment Advisors LLC248,717$13.45M0.1%+10.1%0.610%
2/12/2026Great Valley Advisor Group Inc.22,559$1.22M0.0%-21.5%0.055%
2/11/2026United Wealth Management LLC370,008$20.01M5.2%+3.0%0.907%
2/11/2026Johnson Wealth Management LLC6,585$356K0.2%N/A0.016%
2/11/2026Focus Partners Advisor Solutions LLC6,840$370K0.0%-45.9%0.017%
2/11/2026LPL Financial LLC75,933$4.11M0.0%+67.3%0.186%
2/11/2026TruNorth Capital Management LLC270,401$14.62M2.8%+12.1%0.663%
2/11/2026Straight Path Wealth Management435,642$23.56M6.4%+6.1%1.068%
2/11/2026Curio Wealth LLC762,441$41.31M14.6%+21.7%1.869%
2/11/2026Vise Technologies Inc.5,479$296K0.0%N/A0.013%
2/11/2026Clarity Capital Advisors LLC6,594$357K0.2%+3.3%0.016%
2/10/2026Disciplined Investors L.L.C.62,057$3.36M2.2%+13.8%0.152%
2/10/2026Bridge Generations Wealth Management LLC159,541$8.63M5.3%-1.2%0.391%
2/10/2026Root Financial Partners LLC484$26K0.0%-44.5%0.001%
2/10/2026Acorn Wealth Advisors LLC62,301$3.37M1.0%-8.2%0.153%
2/10/2026Northwestern Mutual Wealth Management Co.807$44K0.0%N/A0.002%
2/10/2026Savant Capital LLC135,030$7.30M0.0%+636.4%0.331%
2/9/2026Integrity Alliance LLC.566,175$30.61M1.1%+28.5%1.388%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
2/9/2026Integrity Advisory Solutions LLC696,564$37.66M5.4%+15.2%1.707%
2/9/2026Kestra Investment Management LLC56,533$3.06M0.1%+45.9%0.139%
2/9/2026Clearstead Advisors LLC4,224$228K0.0%N/A0.010%
2/9/2026RHL Group LLC828$45K0.0%N/A0.002%
2/9/2026Schwarz Dygos Wheeler Investment Advisors LLC68,636$3.71M0.8%+1.1%0.168%
2/6/2026Ruedi Wealth Management Inc.918,918$49.69M13.0%+8.8%2.252%
2/6/2026Gradient Capital Advisors LLC164,336$8.89M2.3%+94.3%0.403%
2/6/2026Vestmark Advisory Solutions Inc.841,462$45.50M0.6%+11.7%2.062%
2/6/2026One Degree Advisors Inc91,774$4.96M1.4%+4.7%0.225%
2/6/2026Stolz & Associates PS165,930$8.97M6.9%N/A0.407%


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 186 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 ($1.56M), von Borstel & Associates Inc. ($1.31M), Curio Wealth LLC ($1.15M), Vestmark Advisory Solutions Inc. ($912.62K), and Penobscot Wealth Management ($827.10K).

Institutional investors have bought a total of 16,453,487 shares in the last 24 months. This purchase volume represents approximately $896.64M in transactions.

Of the 38 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 ($92.00K), NewEdge Advisors LLC ($71.07K), AE Wealth Management LLC ($64.34K), and Foundry Financial LLC ($35.11K).

Institutional investors have sold a total of 1,402,522 shares in the last 24 months. This volume of shares sold represents approximately $77.02M in transactions.


Related Companies

This page (NASDAQ:DFGP) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel