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Dimensional Global Core Plus Fixed Income ETF
DFGP

Overview Fund Activity

127 hedge funds and large institutions have $1.36B invested in Dimensional Global Core Plus Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+12
Holders Change %
+10.43%
% of All Funds
1.7%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
23
Increased
68
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
$76.8M
2
W
WPWealth
Texas
$46.1M
3
CW
Curio Wealth
Maryland
$31.3M
4
FFM
Forum Financial Management
Illinois
$322M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$29.5M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
$14.7K
2
PAS
Park Avenue Securities
New York
$0
3
Jane Street
Jane Street
New York
$0
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$18.3M
5
BW
Balance Wealth
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QFA
26
Quantum Financial Advisors
California
$11M +$1.28M +23,501 +13%
WAN
27
Wealth Advisors Northwest
Oregon
$10.9M +$3.2M +58,698 +41%
BGWM
28
Bridge Generations Wealth Management
Florida
$8.64M -$478K -8,769 -5%
GM
29
GeoWealth Management
Illinois
$8.58M +$6.49M +119,064 +311%
SRCM
30
Signature Resources Capital Management
California
$7.47M +$7.47M +137,082 New
NA
31
NewEdge Advisors
Louisiana
$6.33M -$877K -16,093 -12%
GWM
32
Grand Wealth Management
Michigan
$6.21M +$32.7K +600 +0.5%
MFG
33
Merit Financial Group
Georgia
$6.1M -$109K -2,001 -2%
Mariner
34
Mariner
Kansas
$5.84M +$25.5K +468 +0.4%
Betterment LLC
35
Betterment LLC
New York
$5.72M +$1.71M +31,426 +43%
TIAM2
36
Tru Independence Asset Management 2
Oregon
$5.53M +$1.8M +33,064 +48%
KPP
37
Kings Path Partners
Texas
$5.29M +$2.82M +51,780 +114%
BHWM
38
Beaird Harris Wealth Management
Texas
$5.01M +$5.01M +91,965 New
KAS
39
Kestra Advisory Services
Texas
$4.61M +$295K +5,410 +7%
ODA
40
One Degree Advisors
California
$4.2M +$300K +5,506 +8%
HIA
41
HFM Investment Advisors
New Jersey
$4.01M +$4.01M +73,509 New
AWA
42
Acorn Wealth Advisors
Michigan
$3.9M -$83K -1,523 -2%
MWP
43
Meredith Wealth Planning
Illinois
$3.89M +$394K +7,222 +11%
KF
44
Krilogy Financial
Missouri
$3.54M +$738K +13,541 +26%
OIA
45
OneDigital Investment Advisors
Kansas
$3.4M -$166K -3,046 -5%
SDWIA
46
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.35M +$486K +8,928 +17%
AC
47
Applied Capital
Arkansas
$3.17M +$180K +3,311 +6%
Truist Financial
48
Truist Financial
North Carolina
$3.1M -$18.1K -332 -0.6%
DI
49
Disciplined Investors
Texas
$2.9M +$19.3K +355 +0.7%
CSB
50
City State Bank
Iowa
$2.84M +$328K +6,020 +13%
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