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

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$54.83 -0.11 (-0.20%)
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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)
124
Total
Institutional Inflows
(last 12 months)
$762.23M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$25.64M
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DFGP Institutional Buying and Selling by Quarter

Dimensional Global Core Plus Fixed Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2025 Kestra Investment Management LLC23,795$1.30M0.0%+76.1%0.077%
8/15/2025 Orion Porfolio Solutions LLC5,920$323K0.0%+17.0%0.019%
8/15/2025 MML Investors Services LLC27,239$1.48M0.0%N/A0.088%
8/15/2025 Great Valley Advisor Group Inc.23,156$1.26M0.0%+76.0%0.075%
8/15/2025 Bank of America Corp DE522,105$28.45M0.0%+9.8%1.684%
8/14/2025 Betterment LLC105,027$5.72M0.0%+42.7%0.339%
8/14/2025 Main Street Financial Solutions LLC5,308$289K0.0%-6.1%0.017%
8/14/2025 Faithward Advisors LLC9,179$500K0.1%+26.6%0.030%
8/14/2025 Sei Investments Co.7,263$396K0.0%N/A0.023%
8/14/2025 NewEdge Advisors LLC116,095$6.33M0.0%-12.2%0.375%
8/14/2025 Acorn Wealth Advisors LLC71,592$3.90M1.5%-2.1%0.231%
8/14/2025 Daner Wealth Management LLC6,859$376K0.3%N/A0.022%
8/13/2025 United Wealth Management LLC346,111$18.86M5.5%+2.9%1.116%
8/13/2025 GeoWealth Management LLC157,388$8.58M0.3%+310.7%0.508%
8/13/2025 CW Advisors LLC25,360$1.38M0.0%+8.4%0.082%
8/12/2025 CreativeOne Wealth LLC33,032$1.80M0.0%+1.7%0.107%
8/12/2025 JPMorgan Chase & Co.42,496$2.32M0.0%-5.5%0.137%
8/8/2025 Schwarz Dygos Wheeler Investment Advisors LLC61,531$3.35M0.8%+17.0%0.198%
8/7/2025 Nwam LLC19,597$1.07M0.1%+26.8%0.063%
8/7/2025 Timonier Family Office LTD.5,989$326K0.1%-43.8%0.019%
8/7/2025 Alpha Financial Advisors LLC8,216$448K0.2%-8.8%0.027%
8/6/2025 Disciplined Investors L.L.C.53,217$2.90M2.3%+0.7%0.172%
8/6/2025 AE Wealth Management LLC629,014$34.28M0.3%+15.6%2.029%
8/6/2025 Vestmark Advisory Solutions Inc.1,409,084$76.78M1.1%+125.1%4.545%
8/6/2025 Modera Wealth Management LLC203,531$11.09M0.1%+1.7%0.657%
8/4/2025 Integrity Alliance LLC.405,119$22.08M1.2%+8.9%1.307%
8/4/2025 Savvy Advisors Inc.8,215$448K0.0%+13.3%0.027%
8/1/2025 Equita Financial Network Inc.4,828$263K0.1%N/A0.016%
8/1/2025 Penobscot Wealth Management727,709$39.65M14.2%+8.2%2.347%
8/1/2025 MilWealth Group LLC465,463$25.36M6.5%-0.2%1.501%
8/1/2025 Red Lighthouse Investment Management LLC48,401$2.64M1.0%+1,716.2%0.156%
8/1/2025 Envestnet Asset Management Inc.542,202$29.55M0.0%+59.3%1.749%
7/31/2025 City State Bank52,182$2.84M0.9%+13.0%0.170%
7/31/2025 Curio Wealth LLC575,094$31.34M13.7%+151,240.5%1.873%
7/30/2025 Forum Financial Management LP5,902,297$321.62M4.9%+5.1%19.226%
7/30/2025 Brookstone Capital Management13,151$717K0.0%N/A0.043%
7/29/2025 Straight Path Wealth Management391,277$21.32M7.2%+3.1%1.275%
7/29/2025 Master S Wealth Management Inc.307,140$16.74M7.8%+5.0%1.000%
7/28/2025 Mutual Advisors LLC10,731$584K0.0%+16.1%0.035%
7/28/2025 RFG Advisory LLC395,882$21.57M0.5%-2.3%1.290%
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7/25/2025 Ruedi Wealth Management Inc.821,156$44.75M13.3%+4.4%2.701%
7/25/2025 Index Fund Advisors Inc.4,032$220K0.0%-11.2%0.013%
7/25/2025 One Degree Advisors Inc77,152$4.20M1.5%+7.7%0.254%
7/24/2025 Vantage Point Financial LLC13,712$747K0.3%+59.5%0.045%
7/24/2025 Grand Wealth Management LLC113,914$6.21M3.2%+0.5%0.375%
7/24/2025 Wealth Advisors Northwest LLC200,222$10.91M5.7%+41.5%0.659%
7/23/2025 Abel Hall LLC42,496$2.32M1.1%-5.4%0.140%
7/23/2025 Sax Wealth Advisors LLC40,467$2.21M0.1%+2.0%0.133%
7/23/2025 Wise Wealth Partners38,852$2.12M3.5%N/A0.128%
7/23/2025 Tcfg Wealth Management LLC3,751$204K0.1%-7.1%0.012%
7/22/2025 Merit Financial Group LLC111,959$6.10M0.1%-1.8%0.368%
7/22/2025 Wealthcare Advisory Partners LLC22,146$1.21M0.0%-23.6%0.073%
7/22/2025 Firethorn Wealth Partners LLC35,585$1.94M0.8%-1.3%0.117%
7/22/2025 Vested Financial Planning LLC14,618$797K0.7%N/A0.048%
7/21/2025 Triad Wealth Partners LLC13,585$740K0.1%+81.9%0.045%
7/18/2025 Pure Financial Advisors LLC5,351$292K0.0%N/A0.018%
7/18/2025 TruNorth Capital Management LLC221,990$12.10M2.7%+9.9%0.735%
7/18/2025 Parkwoods Wealth Partners LLC8,458$461K0.3%+116.2%0.028%
7/18/2025 Bridge Generations Wealth Management LLC158,479$8.64M5.2%-5.2%0.525%
7/18/2025 Truist Financial Corp56,979$3.11M0.0%-0.6%0.189%
7/17/2025 DiNuzzo Private Wealth Inc.347,503$18.94M2.2%+7.7%1.151%
7/17/2025 Applied Capital LLC58,137$3.17M1.4%+6.0%0.193%
7/17/2025 XY Planning Network Inc.25,264$1.38M0.5%+17.4%0.084%
7/16/2025 Signature Resources Capital Management LLC137,082$7.47M4.5%N/A0.454%
7/16/2025 Midwest Heritage Bank FSB246,249$13.42M5.0%+8.1%0.815%
7/16/2025 Jentner Corp1,094,132$59.62M16.0%+7.5%3.623%
7/16/2025 TRU Independence Asset Management 2 LLC101,445$5.53M3.8%+48.4%0.336%
7/16/2025 Meredith Wealth Planning71,470$3.89M1.4%+11.2%0.237%
7/16/2025 Gradient Capital Advisors LLC12,824$699K0.2%+149.4%0.042%
7/16/2025 TCI Wealth Advisors Inc.588,022$32.04M2.2%+27.7%1.947%
7/15/2025 Maseco LLP2,664,712$145.21M5.5%N/A8.824%
7/14/2025 Foster Group Inc.47,419$2.58M0.1%N/A0.157%
7/14/2025 Shearwater Capital LLC14,432$786K0.5%N/A0.048%
7/14/2025 Physician Wealth Advisors Inc.862$47K0.0%+148.4%0.003%
7/11/2025 Quantum Financial Advisors LLC201,187$10.96M1.5%+13.2%0.677%
7/11/2025 Farther Finance Advisors LLC9,682$528K0.0%+111.0%0.033%
7/10/2025 Wealth Enhancement Advisory Services LLC11,635$634K0.0%+31.9%0.039%
7/9/2025 Aurelius Family Office LLC15,481$844K0.4%-1.7%0.052%
7/9/2025 Archer Investment Management LLC260,885$14.22M10.3%+10.0%0.878%
7/9/2025 Krilogy Financial LLC65,049$3.55M0.2%+26.3%0.219%
7/8/2025 Apella Capital LLC7,547$410K0.0%-24.7%0.025%
7/7/2025 Kings Path Partners LLC97,076$5.29M2.1%+114.3%0.327%
5/20/2025 Integrity Alliance LLC.371,899$19.87M0.8%N/A1.393%
5/19/2025 Jane Street Group LLC50,167$2.68M0.0%-46.4%0.188%
5/16/2025 Faithward Advisors LLC7,250$387K0.1%+8.7%0.027%
5/16/2025 Kestra Investment Management LLC13,511$722K0.0%+1,184.3%0.051%
5/16/2025 Plancorp LLC8,133$435K0.0%+86.4%0.030%
5/16/2025 NewEdge Advisors LLC132,188$7.06M0.0%-52.2%0.495%
5/16/2025 Jentner Corp1,017,736$54.38M16.3%+5.6%3.812%
5/15/2025 Betterment LLC73,601$3.93M0.0%+102.2%0.276%
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5/15/2025 OLD Mission Capital LLC11,301$604K0.0%-78.0%0.042%
5/14/2025 CreativeOne Wealth LLC32,476$1.74M0.1%+18.1%0.122%
5/14/2025 Northwestern Mutual Wealth Management Co.1,022$55K0.0%N/A0.004%
5/14/2025 Sax Wealth Advisors LLC39,682$2.12M0.2%+71.4%0.149%
5/14/2025 Kestra Advisory Services LLC79,277$4.24M0.0%+6.6%0.297%
5/14/2025 CW Advisors LLC23,402$1.25M0.0%N/A0.088%
5/13/2025 Raymond James Financial Inc.96,626$5.16M0.0%N/A0.362%
5/13/2025 American Investment Services Inc.28,501$1.52M0.3%+4.5%0.107%
5/13/2025 Vestmark Advisory Solutions Inc.625,951$33.45M0.9%+0.5%2.344%
5/12/2025 Aveo Capital Partners LLC239,217$12.82M2.1%+6.0%0.896%
(Data available from 1/1/2016 forward)

DFGP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFGP shares?

During the previous two years, 132 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 ($321.62M), Maseco LLP ($145.21M), Vestmark Advisory Solutions Inc. ($76.78M), von Borstel & Associates Inc. ($62.16M), Jentner Corp ($59.62M), Ruedi Wealth Management Inc. ($44.75M), and Penobscot Wealth Management ($39.65M).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 131 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 ($5.90M), Maseco LLP ($2.66M), Vestmark Advisory Solutions Inc. ($1.24M), von Borstel & Associates Inc. ($1.16M), Curio Wealth LLC ($962.63K), Penobscot Wealth Management ($650.18K), and TCI Wealth Advisors Inc. ($571.90K).

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

Institutional investors have bought a total of 14,143,642 shares in the last 24 months. This purchase volume represents approximately $762.23M in transactions.

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

Of the 33 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: NewEdge Advisors LLC ($161.84K), Jane Street Group LLC ($43.50K), OLD Mission Capital LLC ($40.15K), Red Lighthouse Investment Management LLC ($34.26K), Forum Financial Management LP ($32.89K), Bridge Generations Wealth Management LLC ($24.27K), and Tcfg Wealth Management LLC ($19.04K).

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

Institutional investors have sold a total of 478,675 shares in the last 24 months. This volume of shares sold represents approximately $25.64M in transactions.



This page (NASDAQ:DFGP) was last updated on 8/25/2025 by MarketBeat.com Staff
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