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Dimensional Global Core Plus Fixed Income ETF
DFGP

Overview Fund Activity

115 hedge funds and large institutions have $1.02B invested in Dimensional Global Core Plus Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+8
Holders Change %
+7.48%
% of All Funds
1.56%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.23%
New
19
Increased
66
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
RFG Advisory
Alabama
$21.6M
2
IA
2
Integrity Alliance
Iowa
$19.9M
3
VBA
3
von Borstel & Associates
Oregon
$62.2M
4
FFM
4
Forum Financial Management
Illinois
$300M
5
Mariner
5
Mariner
Kansas
$5.7M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$20.8M
2
NA
2
NewEdge Advisors
Louisiana
$7.06M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.77M
4
Jane Street
4
Jane Street
New York
$2.68M
5
OMC
5
Old Mission Capital
Illinois
$604K
Name Holding Trade Value Shares
Change 		Shares
Change %
BGWM
26
Bridge Generations Wealth Management
Florida
$8.94M -$828K -15,499 -8%
WAN
27
Wealth Advisors Northwest
Oregon
$7.56M +$3.32M +62,119 +78%
NA
28
NewEdge Advisors
Louisiana
$7.06M -$7.71M -144,279 -52%
MFG
29
Merit Financial Group
Georgia
$6.09M +$5.66M +105,933 +1,320%
GWM
30
Grand Wealth Management
Michigan
$6.05M +$2.37M +44,365 +64%
Mariner
31
Mariner
Kansas
$5.7M +$5.7M +106,748 New
Raymond James Financial
32
Raymond James Financial
Florida
$5.16M +$5.16M +96,626 New
KAS
33
Kestra Advisory Services
Texas
$4.24M +$262K +4,899 +7%
W
34
WPWealth
Texas
$4.01M +$2.97M +55,582 +284%
Betterment LLC
35
Betterment LLC
New York
$3.93M +$1.99M +37,209 +102%
AWA
36
Acorn Wealth Advisors
Michigan
$3.91M -$50.2K -939 -1%
ODA
37
One Degree Advisors
California
$3.83M +$73.9K +1,383 +2%
PAS
38
Park Avenue Securities
New York
$3.72M +$2.24M +41,847 +151%
TIAM2
39
Tru Independence Asset Management 2
Oregon
$3.65M +$1.08M +20,299 +42%
OIA
40
OneDigital Investment Advisors
Kansas
$3.5M -$14.7K -276 -0.4%
MWP
41
Meredith Wealth Planning
Illinois
$3.43M +$13.8K +259 +0.4%
Truist Financial
42
Truist Financial
North Carolina
$3.06M +$241K +4,519 +9%
AC
43
Applied Capital
Arkansas
$2.93M +$714K +13,360 +32%
DI
44
Disciplined Investors
Texas
$2.82M +$384K +7,179 +16%
SDWIA
45
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.81M +$9.46K +177 +0.3%
KF
46
Krilogy Financial
Missouri
$2.75M +$253K +4,734 +10%
Jane Street
47
Jane Street
New York
$2.68M -$2.32M -43,498 -46%
CSB
48
City State Bank
Iowa
$2.47M +$1.39M +25,987 +129%
KPP
49
Kings Path Partners
Texas
$2.42M +$2.42M +45,296 New
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$2.4M -$499K -9,343 -17%
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