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Dimensional Global Core Plus Fixed Income ETF
DFGP

Overview Fund Activity

74 hedge funds and large institutions have $687M invested in Dimensional Global Core Plus Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
74
Holders Change
+22
Holders Change %
+42.31%
% of All Funds
1.07%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
26
Increased
38
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPWM
1
Straight Path Wealth Management
Michigan
$19.5M
2
FFM
2
Forum Financial Management
Illinois
$292M
3
RWM
3
Ruedi Wealth Management
Illinois
$26.4M
4
NA
4
NewEdge Advisors
Louisiana
$15.3M
5
ODA
5
One Degree Advisors
California
$3.45M

Top Sellers

1
SW
1
Simplicity Wealth
New Jersey
$0
2
OMC
2
Old Mission Capital
Illinois
$311K
3
VF
3
Virtu Financial
New York
$834K
4
HKIMG
4
Hutchens & Kramer Investment Management Group
Indiana
$0
5
TWA
5
TCI Wealth Advisors
Arizona
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWIA
26
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.68M +$2.28M +41,323 +559%
GWM
27
Grand Wealth Management
Michigan
$2.46M +$869K +15,780 +55%
KAS
28
Kestra Advisory Services
Texas
$2.41M +$1.03M +18,782 +75%
KF
29
Krilogy Financial
Missouri
$2.29M +$264K +4,800 +13%
Jane Street
30
Jane Street
New York
$2.16M +$83K +1,507 +4%
AC
31
Applied Capital
Arkansas
$1.88M +$469K +8,507 +33%
FWP
32
Firethorn Wealth Partners
Georgia
$1.86M -$171K -3,108 -8%
AIS
33
American Investment Services
Massachusetts
$1.47M +$617K +11,200 +72%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$1.24M +$817K +14,834 +194%
TWM
35
TCFG Wealth Management
California
$1.22M +$1.22M +22,097 New
CW
36
CreativeOne Wealth
Kansas
$1.15M +$1.15M +20,827 New
TWCA
37
Two West Capital Advisors
Kansas
$1.14M +$141K +2,565 +14%
RLIM
38
Red Lighthouse Investment Management
New York
$1.1M +$590K +10,714 +116%
MHB
39
Midwest Heritage Bank
Iowa
$1.04M +$1.04M +18,899 New
BOSSRA
40
B.O.S.S. Retirement Advisors
Utah
$1.01M +$47.9K +870 +5%
MWM
41
Mattern Wealth Management
Kansas
$951K +$340K +6,171 +56%
VF
42
Virtu Financial
New York
$834K -$452K -8,199 -35%
TIAM2
43
Tru Independence Asset Management 2
Oregon
$822K +$822K +14,920 New
GM
44
GeoWealth Management
Illinois
$796K +$402K +7,301 +102%
Betterment LLC
45
Betterment LLC
New York
$653K +$249K +4,530 +62%
RJA
46
Raymond James & Associates
Florida
$627K +$627K +11,384 New
CSB
47
City State Bank
Iowa
$485K +$485K +8,800 New
Citigroup
48
Citigroup
New York
$465K +$465K +8,437 New
SWA
49
Sax Wealth Advisors
New Jersey
$432K +$432K +7,835 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$383K +$383K +6,953 New
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