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

Dimensional Global Core Plus Fixed Income ETF logo
$54.33 +0.07 (+0.13%)
As of 03:59 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)
150
Total
Institutional Inflows
(last 12 months)
$937.31M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$88.59M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/2/2026 Diversify Wealth Management LLC14,648$793K0.0%N/A0.033%
5/1/2026 Fifth Third Bancorp531$29K0.0%N/A0.001%
5/1/2026 Signature Resources Capital Management LLC157,401$8.50M4.0%+9.8%0.355%
4/30/2026 Kestra Advisory Services LLC143,197$7.73M0.0%+6.4%0.323%
4/28/2026 Abel Hall LLC46,065$2.49M0.5%-0.4%0.104%
4/28/2026 Ascentis Independent Advisors1,258$68K0.0%N/A0.003%
4/27/2026 TCI Wealth Advisors Inc.614,735$33.19M1.8%+1.8%1.385%
4/27/2026 Baer Investment Advisory LLC4,334$234K0.0%N/A0.010%
4/27/2026 Private Advisor Group LLC22,383$1.21M0.0%+198.3%0.050%
4/25/2026 Axis Wealth Partners LLC5,222$282K0.1%+23.2%0.012%
4/24/2026 Root Financial Partners LLC1,034$56K0.0%+113.6%0.002%
4/23/2026 Master S Wealth Management Inc.55,308$2.99M1.0%-13.6%0.125%
4/23/2026 Forum Financial Management LP6,540,363$353.11M5.0%+4.5%14.731%
4/23/2026 TRU Independence Asset Management 2 LLC124,897$6.74M4.1%+4.9%0.283%
4/22/2026 First Financial Group Corp7,316$395K0.3%N/A0.017%
4/22/2026 Foundry Financial LLC35,219$1.90M0.8%-49.9%0.080%
4/21/2026 AA Financial Advisors LLC152,869$8.25M1.2%N/A0.347%
4/21/2026 Maseco LLP3,850,637$207.86M6.5%+13.6%8.732%
4/21/2026 Penobscot Wealth Management904,625$48.84M14.4%+5.3%2.051%
4/20/2026 RFG Advisory LLC438,484$23.67M0.4%+4.6%0.994%
4/20/2026 Apella Capital LLC24,924$1.36M0.0%+55.9%0.057%
4/18/2026 Faithward Advisors LLC16,478$890K0.1%+10.4%0.037%
4/17/2026 Krilogy Financial LLC95,943$5.22M0.2%+4.9%0.218%
4/17/2026 Brookstone Capital Management18,058$975K0.0%+13.4%0.041%
4/16/2026 Triad Wealth Partners LLC23,231$1.25M0.1%+15.6%0.053%
4/15/2026 Midwest Heritage Bank FSB345,985$18.68M6.0%+27.6%0.788%
2/24/2026 TRU 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%
2/17/2026 Abel 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%
2/17/2026 Faithward 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%
2/13/2026 Kestra 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%
2/13/2026 marrick 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%
2/12/2026 Commonwealth Equity Services LLC374,081$20.23M0.0%+8.3%0.917%
2/12/2026 Penobscot 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%
2/11/2026 Johnson 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%
2/11/2026 TruNorth Capital Management LLC270,401$14.62M2.8%+12.1%0.663%
2/11/2026 Straight Path Wealth Management435,642$23.56M6.4%+6.1%1.068%
2/11/2026Curio Wealth LLC762,441$41.31M14.6%+21.7%1.869%
2/11/2026 Vise Technologies Inc.5,479$296K0.0%N/A0.013%
2/11/2026 Clarity 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%
2/10/2026 Bridge Generations Wealth Management LLC159,541$8.63M5.3%-1.2%0.391%
2/10/2026 Root Financial Partners LLC484$26K0.0%-44.5%0.001%
2/10/2026 Acorn 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%
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%
2/6/2026 Gradient 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%
2/6/2026 One Degree Advisors Inc91,774$4.96M1.4%+4.7%0.225%
2/6/2026 Stolz & Associates PS165,930$8.97M6.9%N/A0.407%
2/5/2026 Kane Co Wealth Management Inc.22,329$1.21M1.1%N/A0.055%
2/5/2026 HFM Investment Advisors LLC83,473$4.51M1.8%+0.9%0.205%
2/5/2026 Thrivent Financial for Lutherans99,312$5.37M0.0%N/A0.243%
2/5/2026 Plancorp LLC8,406$454K0.0%+3.3%0.021%
2/5/2026Allworth Financial LP210,748$11.40M0.0%+116.8%0.517%
2/4/2026Ameritas Advisory Services LLC6,416$347K0.0%N/A0.016%
2/4/2026 Midwest Heritage Bank FSB271,104$14.66M5.1%+7.0%0.664%
2/4/2026Timonier Family Office LTD.5,243$283K0.1%-8.0%0.013%
2/4/2026Nwam LLC32,792$1.79M0.1%+3.7%0.080%
2/3/2026 RFG Advisory LLC419,044$22.66M0.4%+5.2%1.027%
2/2/2026 TCI Wealth Advisors Inc.603,912$32.65M1.8%+1.7%1.480%
2/2/2026 Truist Financial Corp55,224$2.99M0.0%-3.3%0.135%
2/2/2026 MilWealth Group LLC497,757$26.91M6.4%+4.0%1.220%


DFGP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFGP shares?

During the previous two years, 184 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.

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

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: Forum Financial Management LP ($6.54M), Maseco LLP ($3.39M), Symmetry Partners LLC ($2.47M), von Borstel & Associates Inc. ($1.31M), Curio Wealth LLC ($1.15M), Vestmark Advisory Solutions Inc. ($912.62K), and Penobscot Wealth Management ($827.10K).

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

Institutional investors have bought a total of 17,214,858 shares in the last 24 months. This purchase volume represents approximately $937.31M in transactions.

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

Of the 39 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), NewEdge Advisors LLC ($212.51K), Archer Investment Management LLC ($94.66K), Merit Financial Group LLC ($92.00K), AE Wealth Management LLC ($64.34K), and Jane Street Group LLC ($43.50K).

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

Institutional investors have sold a total of 1,619,231 shares in the last 24 months. This volume of shares sold represents approximately $88.59M in transactions.


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This page (NASDAQ:DFGP) was last updated on 5/5/2026 by MarketBeat.com Staff.
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