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

Dimensional Global Core Plus Fixed Income ETF logo
$52.77 +0.08 (+0.15%)
As of 01/17/2025 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)
56
Total
Institutional Inflows
(last 12 months)
$547.50M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$9.82M
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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
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%
12/26/2024JPMorgan Chase & Co.51,802$2.85M0.0%+12.4%0.263%
11/20/2024Virtu Financial LLC15,134$834K0.0%-35.1%0.077%
11/15/2024Abel Hall LLC51,412$2.83M1.9%+11.5%0.261%
11/15/2024Orion Portfolio Solutions LLC3,648$201K0.0%-48.3%0.019%
11/15/2024Jane Street Group LLC39,280$2.16M0.0%+4.0%0.199%
11/14/2024CreativeOne Wealth LLC20,827$1.15M0.0%N/A0.106%
11/13/2024Acorn Wealth Advisors LLC63,480$3.50M1.5%+48.5%0.322%
11/12/2024Lane & Associates LLC4,119$227K0.1%N/A0.021%
11/12/2024Nwam LLC6,022$332K0.0%N/A0.031%
11/7/2024Phillips Financial Management LLC2,167$119K0.0%-28.0%0.011%
11/6/2024Straight Path Wealth Management353,964$19.50M8.4%N/A1.797%
11/6/2024OneDigital Investment Advisors LLC71,364$3.93M0.0%+2.4%0.362%
11/4/2024TRU Independence Asset Management 2 LLC14,920$822K0.7%N/A0.076%
11/4/2024Sanctuary 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%
10/29/2024Forum Financial Management LP5,301,763$292.13M4.9%+3.8%27.470%
10/29/2024Farther Finance Advisors LLC1,390$77K0.0%N/A0.007%
10/28/2024Penobscot Wealth Management93,768$5.17M2.8%+8.7%0.494%
10/24/2024TCI Wealth Advisors Inc.422,791$23.30M2.0%-1.3%2.285%
10/24/2024 Wealth Enhancement Advisory Services LLC22,485$1.24M0.0%+193.9%0.122%
10/23/2024Index Fund Advisors Inc.3,927$216K0.0%N/A0.021%
10/22/2024Coston McIsaac & Partners634$34K0.0%N/A0.003%
10/22/2024Ruedi Wealth Management Inc.478,402$26.36M9.0%+68.5%2.586%
10/21/2024Mattern Wealth Management LLC17,261$951K0.2%+55.6%0.093%
10/19/2024One Degree Advisors Inc62,681$3.45M1.5%N/A0.341%
10/19/2024Midwest Heritage Bank FSB18,899$1.04M0.5%N/A0.103%
10/18/2024Alpha Financial Advisors LLC5,510$304K0.1%N/A0.030%
10/17/2024DiNuzzo Private Wealth Inc.261,340$14.40M1.8%+12.1%1.468%
10/16/2024Annapolis Financial Services LLC142,761$7.87M2.3%+19.3%0.802%
10/16/2024B.O.S.S. Retirement Advisors LLC18,320$1.01M0.2%+5.0%0.103%
10/16/2024Firethorn Wealth Partners LLC33,782$1.86M0.9%-8.4%0.190%
10/15/2024von Borstel & Associates Inc.572,269$31.53M17.9%N/A3.215%
10/10/2024 City State Bank8,800$485K0.2%N/A0.050%
10/8/2024 Shearwater Capital LLC4,004$221K0.2%N/A0.023%
10/8/2024 Helen Stephens Group LLC3,695$204K0.1%N/A0.021%
10/5/2024 Quantum Financial Advisors LLC121,777$6.71M1.1%+53.2%0.696%
8/21/2024Truist Financial Corp48,981$2.59M0.0%+16.3%0.316%
8/16/2024NewEdge Advisors LLC86,904$4.60M0.0%+66.5%0.561%
8/15/2024Oliver Lagore Vanvalin Investment Group1,232$65K0.0%N/A0.008%
8/14/2024American Investment Services Inc.15,459$818K0.1%+30.2%0.100%
8/13/2024AE Wealth Management LLC424,304$22.45M0.2%N/A2.737%
8/10/2024Virtu Financial LLC23,333$1.24M0.1%N/A0.151%
8/8/2024Envestnet Asset Management Inc.210,886$11.16M0.0%-43.4%1.361%
8/8/2024Grand Wealth Management LLC28,789$1.52M0.9%-6.3%0.186%
8/2/2024Schwarz Dygos Wheeler Investment Advisors LLC7,393$391K0.1%+24.6%0.049%
7/31/2024Commonwealth Equity Services LLC320,789$16.97M0.0%+408.9%2.110%
7/30/2024DiNuzzo Private Wealth Inc.233,051$12.33M1.7%+2.9%1.533%
7/30/2024Forum Financial Management LP5,107,268$270.23M4.9%+2.4%33.600%
7/30/2024Penobscot Wealth Management86,294$4.60M2.7%+11.3%0.568%
7/29/2024Innealta Capital LLC859$45K0.0%N/A0.006%
7/29/2024McCarthy Grittinger Financial Group LLC421,760$22.32M7.0%+2.6%2.793%
7/24/2024Meredith Wealth Planning32,653$1.73M0.9%+704.9%0.218%
7/24/2024Red Lighthouse Investment Management LLC9,231$488K0.2%+246.4%0.062%
7/22/2024 Krilogy Financial LLC36,682$1.94M0.1%+77.8%0.245%
7/17/2024Ruedi Wealth Management Inc.283,927$15.02M5.9%+123.0%1.918%
7/17/2024Annapolis Financial Services LLC119,715$6.33M2.1%+84.6%0.809%
7/17/2024Mattern Wealth Management LLC11,090$587K0.1%N/A0.075%
7/16/2024 Wealth Enhancement Advisory Services LLC7,651$405K0.0%N/A0.052%
7/15/2024 Quantum Financial Advisors LLC79,509$4.21M0.7%+120.4%0.537%
7/15/2024Aspire Private Capital LLC4,516$239K0.1%+11.2%0.031%
7/10/2024Simplicity Wealth LLC292,168$15.46M0.3%N/A2.001%
5/14/2024OLD Mission Capital LLC62,226$3.32M0.1%+545.4%0.494%
5/10/2024Nwam LLC3,889$206K0.0%N/A0.032%
5/9/2024Forum Financial Management LP4,985,303$266.12M4.5%N/A41.201%
5/7/2024TCI Wealth Advisors Inc.406,669$21.71M2.1%+3.0%3.361%
5/6/2024Ruedi Wealth Management Inc.127,341$6.80M2.9%+469.4%1.052%
5/6/2024DiNuzzo Private Wealth Inc.226,411$12.09M1.6%+11.0%1.871%
5/3/2024Schwarz Dygos Wheeler Investment Advisors LLC5,933$317K0.1%N/A0.050%
4/30/2024Hutchens & Kramer Investment Management Group LLC4,084$216K0.1%N/A0.035%
4/29/2024Commonwealth Equity Services LLC63,035$3.37M0.0%+298.5%0.534%
4/26/2024Acorn Wealth Advisors LLC26,448$1.41M0.7%N/A0.224%
4/26/2024 Quantum Financial Advisors LLC36,075$1.93M0.3%N/A0.306%
4/24/2024 Krilogy Financial LLC20,633$1.10M0.1%N/A0.175%
4/23/2024Meredith Wealth Planning4,057$217K0.1%N/A0.034%
4/23/2024Applied Capital LLC18,454$985K0.6%+151.0%0.156%
4/17/2024Annapolis Financial Services LLC64,857$3.46M1.1%+38.7%0.564%
4/16/2024Firethorn Wealth Partners LLC26,709$1.43M0.8%+283.5%0.232%
2/12/2024American Investment Services Inc.10,044$535K0.1%N/A0.287%
2/6/2024TCI Wealth Advisors Inc.394,746$21.03M2.2%N/A11.278%
2/6/2024Vestmark Advisory Solutions Inc.411,428$21.91M1.1%N/A11.755%
2/6/2024DiNuzzo Private Wealth Inc.204,049$10.87M1.5%N/A5.830%
2/2/2024Truist Financial Corp45,278$2.33M0.0%N/A1.415%
2/1/2024Aspire Private Capital LLC3,159$168K0.0%N/A0.099%
2/1/2024Annapolis Financial Services LLC46,768$2.49M0.6%N/A1.462%
1/26/2024McCarthy Grittinger Financial Group LLC400,892$21.35M7.1%N/A12.932%
1/25/2024Ruedi Wealth Management Inc.22,364$1.19M0.6%N/A0.721%
1/25/2024Firethorn Wealth Partners LLC6,965$371K0.2%N/A0.225%
1/23/2024Applied Capital LLC7,353$392K0.2%N/A0.245%
(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, 60 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 ($292.13M), von Borstel & Associates Inc. ($31.53M), Ruedi Wealth Management Inc. ($26.36M), TCI Wealth Advisors Inc. ($23.30M), AE Wealth Management LLC ($22.45M), McCarthy Grittinger Financial Group LLC ($22.32M), and Vestmark Advisory Solutions Inc. ($21.91M).Learn more on DFGP's institutional investors.

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

Of the 56 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 ($5.30M), von Borstel & Associates Inc. ($572.27K), Ruedi Wealth Management Inc. ($478.40K), AE Wealth Management LLC ($424.30K), McCarthy Grittinger Financial Group LLC ($411.74K), Vestmark Advisory Solutions Inc. ($411.43K), and TCI Wealth Advisors Inc. ($406.67K).

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

Institutional investors have bought a total of 10,221,786 shares in the last 24 months. This purchase volume represents approximately $547.50M in transactions.

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

The following institutional investors have sold Dimensional Global Core Plus Fixed Income ETF stock in the last 24 months: Envestnet Asset Management Inc. ($161.70K), Virtu Financial LLC ($8.20K), TCI Wealth Advisors Inc. ($5.60K), Orion Portfolio Solutions LLC ($3.41K), Firethorn Wealth Partners LLC ($3.11K), Grand Wealth Management LLC ($1.93K), and Phillips Financial Management LLC ($844.00).

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

Institutional investors have sold a total of 184,784 shares in the last 24 months. This volume of shares sold represents approximately $9.82M in transactions.


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This page (NASDAQ:DFGP) was last updated on 1/18/2025 by MarketBeat.com Staff
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