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Dimensional Global Core Plus Fixed Income ETF
DFGP

36 hedge funds and large institutions have $464M invested in Dimensional Global Core Plus Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 2

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

232% more capital invested

Capital invested by funds: $140M → $464M (+$324M)

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

64% more funds holding

Funds holding: 22 → 36 (+14)

11.18% less ownership

Funds ownership: 95.63% → 84.45% (-11%)

Holders
36
Holders Change
+14
Holders Change %
+63.64%
% of All Funds
0.52%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
17
Increased
17
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
+$264M
2
Bank of America
Bank of America
North Carolina
+$16.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.95M
4
RWM
Ruedi Wealth Management
Illinois
+$5.56M
5
PWM
Penobscot Wealth Management
Maine
+$4.11M

Top Sellers

1
Jane Street
Jane Street
New York
-$7.47M
2
Truist Financial
Truist Financial
North Carolina
-$167K
3
TWA
Tandem Wealth Advisors
Arizona
-$60.9K
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$639
5
TRCT
Tower Research Capital (TRC)
New York
-$107
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$565K +$288K +5,439 +106%
SDWIA
27
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$317K +$314K +5,933 New
PFM
28
Phillips Financial Management
Indiana
$242K +$240K +4,538 New
APC
29
Aspire Private Capital
North Carolina
$217K +$47.8K +902 +29%
MWP
30
Meredith Wealth Planning
Illinois
$217K +$215K +4,057 New
HKIMG
31
Hutchens & Kramer Investment Management Group
Indiana
$216K +$216K +4,084 New
NL
32
NWAM LLC
Washington
$206K +$206K +3,889 New
RLIM
33
Red Lighthouse Investment Management
New York
$142K +$141K +2,665 New
GM
34
GeoWealth Management
Illinois
$81.6K +$81K +1,529 New
Comerica Bank
35
Comerica Bank
Texas
$27K +$795 +15 +3%
Osaic Holdings
36
Osaic Holdings
Arizona
$15.5K +$15.4K +291 New
TWA
37
Tandem Wealth Advisors
Arizona
– -$60.9K -1,143 Closed
Fidelity Investments
38
Fidelity Investments
Massachusetts
– -$639 -12 Closed
TRCT
39
Tower Research Capital (TRC)
New York
– -$107 -2 Closed
1
2

DFGP Hedge Fund Activity: Q1 2024 in Review

36 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Core Plus Fixed Income ETF (DFGP) for Q1 2024, worth a combined $464M — up 232% from $140M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DFGP positions and 3 closed out — a net gain of 14 holders — while 17 added to existing stakes and 2 trimmed.

The largest buyer was Forum Financial Management, opening a new position worth an estimated $264M. The largest seller was Jane Street, cutting an estimated $7.47M.

  • 36 institutional investors held Dimensional Global Core Plus Fixed Income ETF (DFGP) as of Q1 2024, up from 22 in Q4 2023.
  • Funds reported $464M of Dimensional Global Core Plus Fixed Income ETF stock for Q1 2024, up 232% quarter-over-quarter.
  • 17 funds opened new Dimensional Global Core Plus Fixed Income ETF positions in Q1 2024 and 3 closed out, a net change of +14 holders.
  • The largest Dimensional Global Core Plus Fixed Income ETF buyer in Q1 2024 was Forum Financial Management, an estimated $264M added.
  • The largest Dimensional Global Core Plus Fixed Income ETF seller in Q1 2024 was Jane Street, an estimated $7.47M sold.

Based on aggregated 13F filings for Q1 2024.