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

Dimensional Global Core Plus Fixed Income ETF logo
$54.15 +0.06 (+0.11%)
(As of 11/15/2024 ET)
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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)
51
Total
Institutional Inflows
(last 12 months)
$540.41M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$9.37M
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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
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%
11/14/2024 CreativeOne Wealth LLC20,827$1.15M0.0%N/A0.106%
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%
11/1/2024 Aspire 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%
10/29/2024 Farther Finance Advisors LLC1,390$77K0.0%N/A0.007%
10/28/2024 Penobscot Wealth Management93,768$5.17M2.8%+8.7%0.494%
10/24/2024 TCI 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%
10/23/2024 Index Fund Advisors Inc.3,927$216K0.0%N/A0.021%
10/22/2024 Coston McIsaac & Partners634$34K0.0%N/A0.003%
10/22/2024 Ruedi Wealth Management Inc.478,402$26.36M9.0%+68.5%2.586%
10/21/2024 Mattern 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%
10/16/2024 Annapolis Financial Services LLC142,761$7.87M2.3%+19.3%0.802%
10/16/2024 B.O.S.S. Retirement Advisors LLC18,320$1.01M0.2%+5.0%0.103%
10/16/2024 Firethorn Wealth Partners LLC33,782$1.86M0.9%-8.4%0.190%
10/15/2024 von 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%
8/21/2024 Truist Financial Corp48,981$2.59M0.0%+16.3%0.316%
8/16/2024 NewEdge Advisors LLC86,904$4.60M0.0%+66.5%0.561%
8/15/2024 Oliver Lagore Vanvalin Investment Group1,232$65K0.0%N/A0.008%
8/14/2024 American Investment Services Inc.15,459$818K0.1%+30.2%0.100%
8/13/2024 AE Wealth Management LLC424,304$22.45M0.2%N/A2.737%
8/10/2024Virtu Financial LLC23,333$1.24M0.1%N/A0.151%
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8/8/2024 Envestnet Asset Management Inc.210,886$11.16M0.0%-43.4%1.361%
8/8/2024 Grand Wealth Management LLC28,789$1.52M0.9%-6.3%0.186%
8/2/2024 Schwarz 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%
7/30/2024 Forum Financial Management LP5,107,268$270.23M4.9%+2.4%33.600%
7/30/2024 Penobscot Wealth Management86,294$4.60M2.7%+11.3%0.568%
7/29/2024 Innealta Capital LLC859$45K0.0%N/A0.006%
7/29/2024 McCarthy 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%
7/24/2024 Red 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%
7/17/2024 Ruedi Wealth Management Inc.283,927$15.02M5.9%+123.0%1.918%
7/17/2024 Annapolis Financial Services LLC119,715$6.33M2.1%+84.6%0.809%
7/17/2024 Mattern 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%
7/15/2024 Aspire Private Capital LLC4,516$239K0.1%+11.2%0.031%
7/10/2024 Simplicity Wealth LLC292,168$15.46M0.3%N/A2.001%
5/14/2024 OLD Mission Capital LLC62,226$3.32M0.1%+545.4%0.494%
5/10/2024 Nwam LLC3,889$206K0.0%N/A0.032%
5/9/2024 Forum Financial Management LP4,985,303$266.12M4.5%N/A41.201%
5/7/2024 TCI Wealth Advisors Inc.406,669$21.71M2.1%+3.0%3.361%
5/6/2024 Ruedi 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%
5/3/2024 Schwarz Dygos Wheeler Investment Advisors LLC5,933$317K0.1%N/A0.050%
4/30/2024 Hutchens & 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%
4/26/2024 Acorn 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%
4/17/2024 Annapolis Financial Services LLC64,857$3.46M1.1%+38.7%0.564%
4/16/2024 Firethorn Wealth Partners LLC26,709$1.43M0.8%+283.5%0.232%
2/12/2024 American Investment Services Inc.10,044$535K0.1%N/A0.287%
2/6/2024 TCI Wealth Advisors Inc.394,746$21.03M2.2%N/A11.278%
2/6/2024 Vestmark 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%
2/2/2024 Truist Financial Corp45,278$2.33M0.0%N/A1.415%
2/1/2024 Aspire Private Capital LLC3,159$168K0.0%N/A0.099%
2/1/2024 Annapolis Financial Services LLC46,768$2.49M0.6%N/A1.462%
1/26/2024 McCarthy Grittinger Financial Group LLC400,892$21.35M7.1%N/A12.932%
1/25/2024 Ruedi Wealth Management Inc.22,364$1.19M0.6%N/A0.721%
1/25/2024 Firethorn 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, 55 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 51 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 10,087,837 shares in the last 24 months. This purchase volume represents approximately $540.41M 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), 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 176,585 shares in the last 24 months. This volume of shares sold represents approximately $9.37M in transactions.


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This page (NASDAQ:DFGP) was last updated on 11/17/2024 by MarketBeat.com Staff
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