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Dimensional Global Core Plus Fixed Income ETF
DFGP

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

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

164% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 25

14% more capital invested

Capital invested by funds: $891M → $1.02B (+$126M)

7% more funds holding

Funds holding: 107 → 115 (+8)

6% more funds holding in top 10

Funds holding in top 10: 16 → 17 (+1)

6.38% less ownership

Funds ownership: 79.61% → 73.23% (-6.4%)

Holders
115
Holders Change
+8
Holders Change %
+7.48%
% of All Funds
1.54%
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

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$21.5M
2
IA
Integrity Alliance
Iowa
+$19.8M
3
VBA
von Borstel & Associates
Oregon
+$14.7M
4
FFM
Forum Financial Management
Illinois
+$9.53M
5
Mariner
Mariner
Kansas
+$5.67M

Top Sellers

Rank Fund Capital Flow
1
CW
Curio Wealth
Maryland
-$20.6M
2
NA
NewEdge Advisors
Louisiana
-$7.67M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.51M
4
Jane Street
Jane Street
New York
-$2.31M
5
OMC
Old Mission Capital
Illinois
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
BGWM
26
Bridge Generations Wealth Management
Florida
$8.94M -$824K -15,499 -8%
WAN
27
Wealth Advisors Northwest
Oregon
$7.56M +$3.3M +62,119 +78%
NA
28
NewEdge Advisors
Louisiana
$7.06M -$7.67M -144,279 -52%
MFG
29
Merit Financial Group
Georgia
$6.09M +$5.63M +105,933 +1,320%
GWM
30
Grand Wealth Management
Michigan
$6.05M +$2.36M +44,365 +64%
Mariner
31
Mariner
Kansas
$5.7M +$5.67M +106,748 New
Raymond James Financial
32
Raymond James Financial
Florida
$5.16M +$5.14M +96,626 New
KAS
33
Kestra Advisory Services
Texas
$4.24M +$260K +4,899 +7%
W
34
WPWealth
Texas
$4.01M +$2.95M +55,582 +284%
Betterment LLC
35
Betterment LLC
New York
$3.93M +$1.98M +37,209 +102%
AWA
36
Acorn Wealth Advisors
Michigan
$3.91M -$49.9K -939 -1%
ODA
37
One Degree Advisors
California
$3.83M +$73.5K +1,383 +2%
PAS
38
Park Avenue Securities
New York
$3.72M +$2.22M +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 +$240K +4,519 +9%
AC
43
Applied Capital
Arkansas
$2.93M +$710K +13,360 +32%
DI
44
Disciplined Investors
Texas
$2.82M +$382K +7,179 +16%
SDWIA
45
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.81M +$9.41K +177 +0.3%
KF
46
Krilogy Financial
Missouri
$2.75M +$252K +4,734 +10%
Jane Street
47
Jane Street
New York
$2.68M -$2.31M -43,498 -46%
CSB
48
City State Bank
Iowa
$2.47M +$1.38M +25,987 +129%
KPP
49
Kings Path Partners
Texas
$2.42M +$2.41M +45,296 New
JP Morgan Chase
50
JP Morgan Chase
New York
$2.4M -$497K -9,343 -17%
1
2
3 4 5

DFGP Hedge Fund Activity: Q1 2025 in Review

115 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Core Plus Fixed Income ETF (DFGP) for Q1 2025, worth a combined $1.02B — up 14% from $891M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DFGP positions and 7 closed out — a net gain of 12 holders — while 66 added to existing stakes and 25 trimmed.

The largest buyer was RFG Advisory, opening a new position worth an estimated $21.5M. The largest seller was Curio Wealth, cutting an estimated $20.6M.

  • 115 institutional investors held Dimensional Global Core Plus Fixed Income ETF (DFGP) as of Q1 2025, up from 107 in Q4 2024.
  • Funds reported $1.02B of Dimensional Global Core Plus Fixed Income ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 19 funds opened new Dimensional Global Core Plus Fixed Income ETF positions in Q1 2025 and 7 closed out, a net change of +12 holders.
  • The largest Dimensional Global Core Plus Fixed Income ETF buyer in Q1 2025 was RFG Advisory, an estimated $21.5M added.
  • The largest Dimensional Global Core Plus Fixed Income ETF seller in Q1 2025 was Curio Wealth, an estimated $20.6M sold.

Based on aggregated 13F filings for Q1 2025.