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Dimensional Global Core Plus Fixed Income ETF
DFGP

52 hedge funds and large institutions have $559M invested in Dimensional Global Core Plus Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

967% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 3

44% more funds holding

Funds holding: 36 → 52 (+16)

20% more capital invested

Capital invested by funds: $464M → $559M (+$94.7M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

10.57% less ownership

Funds ownership: 84.45% → 73.88% (-11%)

Holders
52
Holders Change
+16
Holders Change %
+44.44%
% of All Funds
0.75%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
17
Increased
32
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$22.4M
2
SW
Simplicity Wealth
New Jersey
+$15.4M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$13.6M
4
RWM
Ruedi Wealth Management
Illinois
+$8.27M
5
FFM
Forum Financial Management
Illinois
+$6.44M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.54M
2
NL
NWAM LLC
Washington
-$206K
3
GWM
Grand Wealth Management
Michigan
-$102K
4
PFM
Phillips Financial Management
Indiana
-$80.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
KF
26
Krilogy Financial
Missouri
$1.94M +$847K +16,049 +78%
MWP
27
Meredith Wealth Planning
Illinois
$1.73M +$1.51M +28,596 +705%
GWM
28
Grand Wealth Management
Michigan
$1.52M -$102K -1,928 -6%
AC
29
Applied Capital
Arkansas
$1.35M +$377K +7,139 +39%
KAS
30
Kestra Advisory Services
Texas
$1.32M +$759K +14,385 +136%
VF
31
Virtu Financial
New York
$1.24M +$1.23M +23,333 New
TWCA
32
Two West Capital Advisors
Kansas
$956K +$954K +18,061 New
BOSSRA
33
B.O.S.S. Retirement Advisors
Utah
$923K +$921K +17,450 New
AIS
34
American Investment Services
Massachusetts
$818K +$189K +3,583 +30%
MWM
35
Mattern Wealth Management
Kansas
$587K +$585K +11,090 New
RLIM
36
Red Lighthouse Investment Management
New York
$488K +$347K +6,566 +246%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$405K +$404K +7,651 New
SDWIA
38
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$391K +$77.1K +1,460 +25%
Betterment LLC
39
Betterment LLC
New York
$388K +$387K +7,330 New
GM
40
GeoWealth Management
Illinois
$378K +$296K +5,616 +367%
BCI
41
Brinker Capital Investments
Pennsylvania
$373K +$373K +7,057 New
OPS
42
Orion Portfolio Solutions
Nebraska
$373K +$373K +7,057 New
HKIMG
43
Hutchens & Kramer Investment Management Group
Indiana
$330K +$116K +2,192 +54%
PWM
44
PBMares Wealth Management
Virginia
$242K +$242K +4,578 New
APC
45
Aspire Private Capital
North Carolina
$239K +$24K +455 +11%
PFM
46
Phillips Financial Management
Indiana
$159K -$80.6K -1,527 -34%
OLVIG
47
Oliver Lagore Vanvalin Investment Group
Michigan
$65.2K +$65K +1,232 New
IC
48
Innealta Capital
Texas
$45.4K +$45.4K +859 New
Comerica Bank
49
Comerica Bank
Texas
$26.9K +$106 +2 +0.4%
Osaic Holdings
50
Osaic Holdings
Arizona
$22.6K +$7.18K +136 +47%
1
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3

DFGP Hedge Fund Activity: Q2 2024 in Review

52 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Core Plus Fixed Income ETF (DFGP) for Q2 2024, worth a combined $559M — up 20% from $464M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DFGP positions and 1 closed out — a net gain of 16 holders — while 32 added to existing stakes and 3 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $22.4M. The largest seller was Envestnet Asset Management, cutting an estimated $8.54M.

  • 52 institutional investors held Dimensional Global Core Plus Fixed Income ETF (DFGP) as of Q2 2024, up from 36 in Q1 2024.
  • Funds reported $559M of Dimensional Global Core Plus Fixed Income ETF stock for Q2 2024, up 20% quarter-over-quarter.
  • 17 funds opened new Dimensional Global Core Plus Fixed Income ETF positions in Q2 2024 and 1 closed out, a net change of +16 holders.
  • The largest Dimensional Global Core Plus Fixed Income ETF buyer in Q2 2024 was AE Wealth Management, an estimated $22.4M added.
  • The largest Dimensional Global Core Plus Fixed Income ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $8.54M sold.

Based on aggregated 13F filings for Q2 2024.