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

Dimensional Global Core Plus Fixed Income ETF logo
$53.40 +0.20 (+0.37%)
As of 02/21/2025 04:00 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)
97
Total
Institutional Inflows
(last 12 months)
$673.80M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$12.63M
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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
2/20/2025 Forum Financial Management LP5,436,899$287.23M4.7%+2.5%23.639%
2/17/2025 Citadel Advisors LLC80,409$4.25M0.0%+1,290.2%0.350%
2/17/2025 Bank of America Corp DE510,285$26.96M0.0%+14.5%2.219%
2/14/2025 Jane Street Group LLC93,665$4.95M0.0%+138.5%0.407%
2/14/2025 Rehmann Capital Advisory Group3,873$205K0.0%N/A0.017%
2/14/2025 Betterment LLC36,392$1.92M0.0%+206.8%0.158%
2/14/2025 OneDigital Investment Advisors LLC65,715$3.47M0.0%-7.9%0.286%
2/14/2025 WPWealth LLP19,558$1.03M0.2%N/A0.085%
2/14/2025 Forum Financial Management LP5,268,878$278.36M4.7%-0.6%22.908%
2/14/2025 GeoWealth Management LLC30,673$1.62M0.1%+112.3%0.133%
2/14/2025 Bridge Generations Wealth Management LLC182,747$9.66M6.4%N/A0.795%
2/13/2025 NewEdge Advisors LLC276,467$14.61M0.1%-0.5%1.202%
2/13/2025 Main Street Financial Solutions LLC4,662$246K0.0%N/A0.020%
2/13/2025 Master S Wealth Management Inc.275,094$14.53M7.8%N/A1.196%
2/13/2025 CreativeOne Wealth LLC27,492$1.45M0.0%+32.0%0.120%
2/13/2025 Savvy Advisors Inc.3,804$201K0.0%N/A0.017%
2/13/2025 Townsquare Capital LLC9,874$522K0.0%N/A0.043%
2/13/2025 One Degree Advisors Inc70,263$3.74M1.5%+12.1%0.305%
2/13/2025 Faithward Advisors LLC6,668$352K0.1%+16.7%0.029%
2/13/2025 Envestnet Asset Management Inc.266,548$14.08M0.0%+23.3%1.159%
2/12/2025 Grand Wealth Management LLC68,949$3.64M2.0%+54.7%0.300%
2/12/2025 Disciplined Investors L.L.C.45,683$2.38M2.3%N/A0.199%
2/12/2025 OLD Mission Capital LLC51,449$2.72M0.0%+810.3%0.224%
2/12/2025 Sanctuary Wealth Management L.L.C.92,387$4.88M3.2%+52.9%0.402%
2/12/2025 Orion Portfolio Solutions LLC4,643$245K0.0%+27.3%0.020%
2/12/2025 JPMorgan Chase & Co.54,293$2.87M0.0%+4.8%0.236%
2/12/2025 SwitchPoint Financial Planning LLC4,838$256K0.2%N/A0.021%
2/11/2025 LPL Financial LLC7,336$388K0.0%+9.7%0.032%
2/11/2025 Plancorp LLC4,363$230K0.0%N/A0.019%
2/11/2025 von Borstel & Associates Inc.886,020$46.81M18.3%+54.8%3.852%
2/10/2025 Thrivent Financial for Lutherans5,281$279K0.0%N/A0.023%
2/10/2025 Curio Wealth LLC387,918$20.49M11.0%N/A1.687%
2/10/2025 United Wealth Management LLC278,068$14.69M5.0%N/A1.209%
2/10/2025 Commonwealth Equity Services LLC349,569$18.47M0.0%+6.5%1.520%
2/10/2025 Penobscot Wealth Management625,408$33.04M15.2%+567.0%2.719%
2/10/2025 Farther Finance Advisors LLC4,406$233K0.0%+217.0%0.019%
2/10/2025 EverSource Wealth Advisors LLC732$39K0.0%N/A0.003%
2/7/2025 Schwarz Dygos Wheeler Investment Advisors LLC52,426$2.77M0.7%+7.6%0.228%
2/7/2025 Red Lighthouse Investment Management LLC36,923$1.95M0.8%+85.1%0.161%
2/6/2025 Vestmark Advisory Solutions Inc.622,737$32.90M1.1%+6.5%2.708%
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2/6/2025 Midwest Heritage Bank FSB125,477$6.63M3.1%+563.9%0.546%
2/6/2025 Straight Path Wealth Management366,902$19.38M7.7%+3.7%1.595%
2/6/2025 Modera Wealth Management LLC167,570$8.85M0.1%N/A0.729%
2/5/2025 Nwam LLC6,953$367K0.0%+15.5%0.030%
2/4/2025 Daner Wealth Management LLC9,493$504K0.4%N/A0.041%
2/4/2025 TruNorth Capital Management LLC190,255$10.05M130.4%N/A0.827%
2/4/2025 Acorn Wealth Advisors LLC74,054$3.91M1.6%+16.7%0.322%
2/4/2025 Fairhaven Wealth Management LLC5,351$283K0.1%N/A0.023%
2/3/2025 Lane & Associates LLC7,453$396K0.2%+80.9%0.033%
2/3/2025 Timonier Family Office LTD.11,152$589K0.3%N/A0.049%
1/31/2025 Kestra Investment Management LLC1,052$56K0.0%N/A0.005%
1/31/2025 Truist Financial Corp52,792$2.79M0.0%+2.8%0.232%
1/31/2025 Meredith Wealth Planning63,989$3.38M1.5%+25.4%0.281%
1/30/2025 Tcfg Wealth Management LLC22,791$1.20M0.6%+3.1%0.100%
1/30/2025 Aveo Capital Partners LLC225,644$11.92M1.3%N/A0.990%
1/29/2025 Wealth Advisors Northwest LLC79,405$4.20M2.9%N/A0.350%
1/29/2025 Gradient Capital Advisors LLC5,142$272K0.1%N/A0.023%
1/29/2025 Index Fund Advisors Inc.4,798$253K0.0%+22.2%0.021%
1/28/2025 Aurelius Family Office LLC12,376$654K0.3%N/A0.055%
1/24/2025 Archer Investment Management LLC252,270$13.33M8.2%N/A1.121%
1/24/2025 MilWealth Group LLC455,876$24.08M6.6%+4.5%2.026%
1/24/2025 PBMares Wealth Management LLC4,983$263K0.1%+8.8%0.022%
1/24/2025 Concord Wealth Partners3,562$188K0.0%N/A0.016%
1/23/2025 Austin Private Wealth LLC17,944$948K0.1%N/A0.080%
1/23/2025 TCI Wealth Advisors Inc.439,797$23.23M1.9%+4.0%1.955%
1/23/2025 Coston McIsaac & Partners1,760$92K0.0%+177.6%0.008%
1/23/2025 Abel Hall LLC53,975$2.85M1.8%+5.0%0.240%
1/23/2025 Applied Capital LLC41,466$2.19M1.1%+21.6%0.184%
1/23/2025 DiNuzzo Private Wealth Inc.297,533$15.72M2.0%+13.8%1.322%
1/23/2025 RCS Financial Planning LLC4,820$255K0.1%N/A0.021%
1/22/2025 TRU Independence Asset Management 2 LLC48,082$2.54M2.1%+222.3%0.214%
1/22/2025 Mattern Wealth Management LLC4,060$214K0.0%-76.5%0.018%
1/22/2025 Two West Capital Advisors LLC22,219$1.17M1.0%+7.7%0.099%
1/21/2025 Alpha Financial Advisors LLC6,890$364K0.2%+25.0%0.031%
1/21/2025 Firethorn Wealth Partners LLC36,732$1.94M1.0%+8.7%0.165%
1/15/2025 Krilogy Financial LLC46,774$2.47M0.2%+12.8%0.215%
1/15/2025 Helen Stephens Group LLC3,922$207K0.1%+6.1%0.018%
1/15/2025 Sax Wealth Advisors LLC23,152$1.22M0.1%+195.5%0.106%
1/15/2025 Merit Financial Group LLC8,027$424K0.0%N/A0.037%
1/14/2025 Apella Capital LLC10,020$529K0.0%N/A0.046%
1/14/2025 Park Avenue Securities LLC27,797$1.47M0.0%N/A0.128%
1/14/2025 Quantum Financial Advisors LLC170,176$8.99M1.3%+39.7%0.781%
1/13/2025 City State Bank20,175$1.07M0.4%+129.3%0.093%
1/8/2025 Shearwater Capital LLC5,803$307K0.2%+44.9%0.027%
12/26/2024 JPMorgan Chase & Co.51,802$2.85M0.0%+12.4%0.263%
11/20/2024 Virtu Financial LLC15,134$834K0.0%-35.1%0.077%
11/15/2024 Abel Hall LLC51,412$2.83M1.9%+11.5%0.261%
11/15/2024 Orion Portfolio Solutions LLC3,648$201K0.0%-48.3%0.019%
11/15/2024 Jane Street Group LLC39,280$2.16M0.0%+4.0%0.199%
11/14/2024 CreativeOne Wealth LLC20,827$1.15M0.0%N/A0.106%
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11/13/2024 Acorn Wealth Advisors LLC63,480$3.50M1.5%+48.5%0.322%
11/12/2024 Lane & Associates LLC4,119$227K0.1%N/A0.021%
11/12/2024 Nwam LLC6,022$332K0.0%N/A0.031%
11/7/2024 Phillips Financial Management LLC2,167$119K0.0%-28.0%0.011%
11/6/2024 Straight Path Wealth Management353,964$19.50M8.4%N/A1.797%
11/6/2024 OneDigital Investment Advisors LLC71,364$3.93M0.0%+2.4%0.362%
11/4/2024 TRU Independence Asset Management 2 LLC14,920$822K0.7%N/A0.076%
11/4/2024 Sanctuary Wealth Management L.L.C.60,416$3.33M2.4%+36.3%0.307%
11/1/2024Aspire Wealth Management Corp1,716$95K0.1%N/A0.009%
10/29/2024 Forum Financial Management LP5,301,763$292.13M4.9%+3.8%27.470%
(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, 98 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 ($287.23M), von Borstel & Associates Inc. ($46.81M), Penobscot Wealth Management ($33.04M), Vestmark Advisory Solutions Inc. ($32.90M), Bank of America Corp DE ($26.96M), Ruedi Wealth Management Inc. ($26.36M), and MilWealth Group LLC ($24.08M).Learn more on DFGP's institutional investors.

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

Of the 97 institutional investors that purchased Dimensional Global Core Plus Fixed Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Forum Financial Management LP ($5.44M), von Borstel & Associates Inc. ($886.02K), Penobscot Wealth Management ($547.88K), Ruedi Wealth Management Inc. ($478.40K), Vestmark Advisory Solutions Inc. ($449.60K), AE Wealth Management LLC ($424.30K), and TCI Wealth Advisors Inc. ($423.68K).

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

Institutional investors have bought a total of 14,178,151 shares in the last 24 months. This purchase volume represents approximately $756.52M in transactions.

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

Of the 11 institutional investors that sold Dimensional Global Core Plus Fixed Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($161.70K), Forum Financial Management LP ($32.89K), Mattern Wealth Management LLC ($13.20K), Virtu Financial LLC ($8.20K), OneDigital Investment Advisors LLC ($5.65K), TCI Wealth Advisors Inc. ($5.60K), and Orion Portfolio Solutions LLC ($3.41K).

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

Institutional investors have sold a total of 237,987 shares in the last 24 months. This volume of shares sold represents approximately $12.63M in transactions.


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This page (NASDAQ:DFGP) was last updated on 2/22/2025 by MarketBeat.com Staff
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