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

Dimensional Global Core Plus Fixed Income ETF logo
$54.17 0.00 (0.00%)
As of 05/22/2026 03:59 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)
37
Total
Institutional Outflows
(last 12 months)
$76.79M
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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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/19/2026 Bank of America Corp DE614,755$33.19M0.0%-3.0%1.372%
5/18/2026 Royal Bank of Canada4,907$265K0.0%+260.8%0.011%
5/16/2026 Excelsior Advisor Network LLC23,233$1.25M0.5%+5.2%0.052%
5/15/2026 Everest Financial Group LLC4,425$239K0.0%N/A0.010%
5/14/2026 Sei 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%
5/13/2026 Daner 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%
5/4/2026 Vantage 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%
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%
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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%
2/23/2026 Virtu Financial LLC7,575$410K0.0%N/A0.019%
2/18/2026 Mercer Global Advisors Inc. ADV17,213$931K0.0%-17.6%0.042%
2/18/2026 Beacon 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%
2/17/2026 Osaic Holdings Inc.65,525$3.54M0.0%+43.6%0.161%
2/17/2026 Donalies Financial Planning LLC9,889$535K0.5%N/A0.024%
2/17/2026 Royal 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%
2/16/2026 Mariner LLC112,890$6.10M0.0%+3.3%0.277%
2/13/2026 CreativeOne 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%
2/13/2026 Advyzon 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%
2/13/2026 Wells Fargo & Company MN1,583$86K0.0%+847.9%0.004%
2/12/2026 Jane Street Group LLC242,004$13.09M0.0%+217.5%0.593%
2/12/2026 Orion 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%
2/12/2026 von Borstel & Associates Inc.1,388,442$75.07M17.6%+3.5%3.403%
2/12/2026 Investor s Fiduciary Advisor Network LLC18,468$998K0.2%N/A0.045%
2/12/2026 Betterment LLC141,867$7.67M0.0%+15.1%0.348%
2/12/2026 Moneta 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%
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%
2/10/2026 Savant Capital LLC135,030$7.30M0.0%+636.4%0.331%
2/9/2026 Integrity Alliance LLC.566,175$30.61M1.1%+28.5%1.388%
2/9/2026 Integrity Advisory Solutions LLC696,564$37.66M5.4%+15.2%1.707%
2/9/2026 Kestra Investment Management LLC56,533$3.06M0.1%+45.9%0.139%
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2/9/2026 Clearstead Advisors LLC4,224$228K0.0%N/A0.010%
2/9/2026 RHL Group LLC828$45K0.0%N/A0.002%
2/9/2026 Schwarz Dygos Wheeler Investment Advisors LLC68,636$3.71M0.8%+1.1%0.168%
2/6/2026 Ruedi 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%
2/6/2026 Vestmark 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%


DFGP Institutional Ownership - Frequently Asked Questions

During the previous two years, 188 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 37 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 ($69.65K), AE Wealth Management LLC ($64.34K), and Foundry Financial LLC ($35.11K).

Institutional investors have sold a total of 1,398,244 shares in the last 24 months. This volume of shares sold represents approximately $76.79M in transactions.


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This page (NASDAQ:DFGP) was last updated on 5/25/2026 by MarketBeat.com Staff.
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