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Dimensional Global Core Plus Fixed Income ETF
DFGP

Overview Fund Activity

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.

Holders
107
Holders Change
+33
Holders Change %
+44.59%
% of All Funds
1.42%
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

1
PWM
1
Penobscot Wealth Management
Maine
$33M
2
VBA
2
von Borstel & Associates
Oregon
$46.8M
3
RWM
3
Ruedi Wealth Management
Illinois
$39.7M
4
ACP
4
Aveo Capital Partners
Colorado
$11.9M
5
TCM
5
TruNorth Capital Management
Michigan
$10.1M

Top Sellers

1
BOSSRA
1
B.O.S.S. Retirement Advisors
Utah
$0
2
VF
2
Virtu Financial
New York
$0
3
MWM
3
Mattern Wealth Management
Kansas
$214K
4
KP
4
Keel Point
Alabama
$0
5
OIA
5
OneDigital Investment Advisors
Kansas
$3.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$4.95M +$2.87M +54,385 +138%
SWM
27
Sanctuary Wealth Management
Idaho
$4.88M +$1.69M +31,971 +53%
Citadel Advisors
28
Citadel Advisors
Florida
$4.25M +$3.94M +74,625 +1,290%
WAN
29
Wealth Advisors Northwest
Oregon
$4.19M +$4.19M +79,405 New
KAS
30
Kestra Advisory Services
Texas
$3.93M +$1.62M +30,619 +70%
AWA
31
Acorn Wealth Advisors
Michigan
$3.91M +$559K +10,574 +17%
ODA
32
One Degree Advisors
California
$3.74M +$403K +7,582 +12%
GWM
33
Grand Wealth Management
Michigan
$3.64M +$1.29M +24,380 +55%
OIA
34
OneDigital Investment Advisors
Kansas
$3.47M -$298K -5,649 -8%
MWP
35
Meredith Wealth Planning
Illinois
$3.38M +$685K +12,959 +25%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$2.87M +$132K +2,491 +5%
AHL
37
Abel Hall LLC
Louisiana
$2.85M +$135K +2,563 +5%
Truist Financial
38
Truist Financial
North Carolina
$2.79M +$76.9K +1,456 +3%
SDWIA
39
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.77M +$196K +3,710 +8%
OMC
40
Old Mission Capital
Illinois
$2.72M +$2.42M +45,797 +810%
TIAM2
41
Tru Independence Asset Management 2
Oregon
$2.54M +$1.75M +33,162 +222%
KF
42
Krilogy Financial
Missouri
$2.47M +$280K +5,292 +13%
DI
43
Disciplined Investors
Texas
$2.38M +$2.38M +45,683 New
AC
44
Applied Capital
Arkansas
$2.19M +$389K +7,366 +22%
RLIM
45
Red Lighthouse Investment Management
New York
$1.95M +$897K +16,978 +85%
FWP
46
Firethorn Wealth Partners
Georgia
$1.94M +$156K +2,950 +9%
Betterment LLC
47
Betterment LLC
New York
$1.92M +$1.3M +24,532 +207%
GM
48
GeoWealth Management
Illinois
$1.62M +$857K +16,227 +112%
PAS
49
Park Avenue Securities
New York
$1.47M +$1.47M +27,797 New
CW
50
CreativeOne Wealth
Kansas
$1.45M +$352K +6,665 +32%
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