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Dimensional Global Core Plus Fixed Income ETF
DFGP

107 hedge funds and large institutions have $891M invested in Dimensional Global Core Plus Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,450% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 4

900% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 4

129% more funds holding in top 10

Funds holding in top 10: 7 → 16 (+9)

45% more funds holding

Funds holding: 74 → 107 (+33)

30% more capital invested

Capital invested by funds: $687M → $891M (+$204M)

8.11% more ownership

Funds ownership: 71.5% → 79.61% (+8.1%)

Holders
107
Holders Change
+33
Holders Change %
+44.59%
% of All Funds
1.41%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.21%
New
40
Increased
62
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PWM
Penobscot Wealth Management
Maine
+$28.8M
2
VBA
von Borstel & Associates
Oregon
+$17M
3
RWM
Ruedi Wealth Management
Illinois
+$14.8M
4
ACP
Aveo Capital Partners
Colorado
+$12.2M
5
TCM
TruNorth Capital Management
Michigan
+$10.3M

Top Sellers

Rank Fund Capital Flow
1
BOSSRA
B.O.S.S. Retirement Advisors
Utah
-$1.01M
2
VF
Virtu Financial
New York
-$834K
3
MWM
Mattern Wealth Management
Kansas
-$714K
4
KP
Keel Point
Alabama
-$381K
5
OIA
OneDigital Investment Advisors
Kansas
-$306K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$4.95M +$2.94M +54,385 +138%
SWM
27
Sanctuary Wealth Management
Idaho
$4.88M +$1.73M +31,971 +53%
Citadel Advisors
28
Citadel Advisors
Florida
$4.25M +$4.04M +74,625 +1,290%
WAN
29
Wealth Advisors Northwest
Oregon
$4.19M +$4.29M +79,405 New
KAS
30
Kestra Advisory Services
Texas
$3.93M +$1.66M +30,619 +70%
AWA
31
Acorn Wealth Advisors
Michigan
$3.91M +$572K +10,574 +17%
ODA
32
One Degree Advisors
California
$3.73M +$410K +7,582 +12%
GWM
33
Grand Wealth Management
Michigan
$3.64M +$1.32M +24,380 +55%
OIA
34
OneDigital Investment Advisors
Kansas
$3.47M -$306K -5,649 -8%
MWP
35
Meredith Wealth Planning
Illinois
$3.38M +$701K +12,959 +25%
JP Morgan Chase
36
JP Morgan Chase
New York
$2.87M +$135K +2,491 +5%
AHL
37
Abel Hall LLC
Louisiana
$2.85M +$139K +2,563 +5%
Truist Financial
38
Truist Financial
North Carolina
$2.79M +$78.8K +1,456 +3%
SDWIA
39
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.77M +$201K +3,710 +8%
OMC
40
Old Mission Capital
Illinois
$2.72M +$2.48M +45,797 +810%
TIAM2
41
Tru Independence Asset Management 2
Oregon
$2.54M +$1.79M +33,162 +222%
KF
42
Krilogy Financial
Missouri
$2.47M +$286K +5,292 +13%
DI
43
Disciplined Investors
Texas
$2.38M +$2.47M +45,683 New
AC
44
Applied Capital
Arkansas
$2.19M +$398K +7,366 +22%
RLIM
45
Red Lighthouse Investment Management
New York
$1.95M +$918K +16,978 +85%
FWP
46
Firethorn Wealth Partners
Georgia
$1.94M +$160K +2,950 +9%
Betterment LLC
47
Betterment LLC
New York
$1.92M +$1.33M +24,532 +207%
GM
48
GeoWealth Management
Illinois
$1.62M +$878K +16,227 +112%
PAS
49
Park Avenue Securities
New York
$1.47M +$1.5M +27,797 New
CW
50
CreativeOne Wealth
Kansas
$1.45M +$361K +6,665 +32%
1
2
3 4 5

DFGP Hedge Fund Activity: Q4 2024 in Review

107 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Core Plus Fixed Income ETF (DFGP) for Q4 2024, worth a combined $891M — up 30% from $687M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DFGP positions and 4 closed out — a net gain of 36 holders — while 62 added to existing stakes and 4 trimmed.

The largest buyer was Penobscot Wealth Management, adding an estimated $28.8M. The largest seller was B.O.S.S. Retirement Advisors, exiting entirely with an estimated $1.01M sold.

  • 107 institutional investors held Dimensional Global Core Plus Fixed Income ETF (DFGP) as of Q4 2024, up from 74 in Q3 2024.
  • Funds reported $891M of Dimensional Global Core Plus Fixed Income ETF stock for Q4 2024, up 30% quarter-over-quarter.
  • 40 funds opened new Dimensional Global Core Plus Fixed Income ETF positions in Q4 2024 and 4 closed out, a net change of +36 holders.
  • The largest Dimensional Global Core Plus Fixed Income ETF buyer in Q4 2024 was Penobscot Wealth Management, an estimated $28.8M added.
  • The largest Dimensional Global Core Plus Fixed Income ETF seller in Q4 2024 was B.O.S.S. Retirement Advisors, an estimated $1.01M sold.

Based on aggregated 13F filings for Q4 2024.