Go Pro
→ The world’s most valuable stock-picking messages? (From Weiss Ratings) (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
$53.59 +0.14 (+0.26%)
As of 09:50 AM Eastern
Compare

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)
$603.22M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$73.86M
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
7/10/2026 DiNuzzo Private Wealth Inc.502,670$27.38M2.7%+9.2%1.030%
7/10/2026 Spinnaker Investment Group LLC6,790$370K0.1%N/A0.014%
7/10/2026 Wealthcare Advisory Partners LLC70,898$3.86M0.1%+5.2%0.145%
7/9/2026 Professional Financial Advisors LLC75,128$4.09M0.7%+14.5%0.154%
7/9/2026 Sax Wealth Advisors LLC70,505$3.81M0.1%+28.2%0.146%
7/8/2026 Beaird Harris Wealth Management LLC743,391$40.49M2.5%+17.5%1.539%
7/8/2026 Quantum Financial Advisors LLC392,244$21.36M1.9%+20.9%0.812%
7/8/2026 Shearwater Capital LLC18,976$1.03M0.5%+10.5%0.039%
7/8/2026 Apella Capital LLC167,820$9.10M0.1%+573.3%0.347%
7/8/2026 55 North Private Wealth LLC90,588$4.93M1.0%+11.5%0.188%
7/7/2026 Foster Group Inc.46,605$2.54M0.1%+1.1%0.096%
7/7/2026 Dynamic Advisor Solutions LLC197,120$10.74M0.3%-1.2%0.408%
6/24/2026 Optimus Capital Advisors LLC10,192$550K0.3%-21.9%0.023%
6/3/2026 NewEdge Advisors LLC62,539$3.38M0.0%-2.2%0.140%
5/21/2026 BankChampaign National Association3,473$188K0.2%N/A0.008%
5/19/2026 NewEdge 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%
5/15/2026 Everest Financial Group LLC4,425$239K0.0%N/A0.010%
5/14/2026Sei Investments Co.8,478$458K0.0%+39.5%0.019%
5/13/2026 American 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%
5/6/2026 Modera Wealth Management LLC188,173$10.16M0.1%+0.2%0.420%
5/6/2026 Assetmark Inc.1,796$97K0.0%N/A0.004%
5/5/2026 Nwam LLC40,634$2.19M0.1%+23.9%0.091%
5/4/2026 Ruedi 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%
5/4/2026 Uptick 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%
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.
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%
2/23/2026 Beaird Harris Wealth Management LLC427,954$23.14M1.6%+54.4%1.049%
2/23/2026Virtu Financial LLC7,575$410K0.0%N/A0.019%
2/18/2026 Mercer 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%
2/18/2026 NewEdge Advisors LLC63,959$3.46M0.0%-18.6%0.157%
2/17/2026 Abel Hall LLC46,253$2.50M0.6%+3.3%0.113%
2/17/2026 GeoWealth Management LLC179,680$9.72M0.4%+4.0%0.440%
2/17/2026Osaic Holdings Inc.65,525$3.54M0.0%+43.6%0.161%
2/17/2026 Donalies 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%
2/16/2026 MML 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%
2/13/2026 WPWealth LLP1,128,300$61.01M9.5%+19.1%2.765%
2/13/2026 Arkadios Wealth Advisors16,834$910K0.0%N/A0.041%
2/13/2026 Integrated 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%
2/12/2026 Great Valley Advisor Group Inc.22,559$1.22M0.0%-21.5%0.055%
2/11/2026 United Wealth Management LLC370,008$20.01M5.2%+3.0%0.907%
2/11/2026 Johnson Wealth Management LLC6,585$356K0.2%N/A0.016%
2/11/2026 Focus Partners Advisor Solutions LLC6,840$370K0.0%-45.9%0.017%
2/11/2026 LPL Financial LLC75,933$4.11M0.0%+67.3%0.186%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
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%
2/11/2026 Curio 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%
2/10/2026 Disciplined 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%
2/10/2026 Northwestern Mutual Wealth Management Co.807$44K0.0%N/A0.002%


DFGP Institutional Ownership - Frequently Asked Questions

During the previous two years, 187 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 183 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 11,068,909 shares in the last 24 months. This purchase volume represents approximately $603.22M in transactions.

Of the 29 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 ($54.98K), and Foundry Financial LLC ($35.11K).

Institutional investors have sold a total of 1,344,579 shares in the last 24 months. This volume of shares sold represents approximately $73.86M 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 7/10/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
Why I'm sending this one to my own family
Behind the Markets editor Kelly Maguire says she has never sent an email quite like this one. A sealed congres...
Behind the Markets | Sponsoredtc pixel
Central banks bought 710 tonnes - this fund pays monthly
Gold is hitting new highs, fueled by tariffs and record central bank demand - 710 tonnes per quarter. JPMorgan...
Investors Alley | Sponsoredtc pixel