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Dimensional Global Core Plus Fixed Income ETF

128 hedge funds and large institutions have $1.38B invested in Dimensional Global Core Plus Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

152% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 27

36% more capital invested

Capital invested by funds: $1.02B → $1.38B (+$362M)

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

12.19% more ownership

Funds ownership: 73.23%85.42% (+12%)

11% more funds holding

Funds holding: 115128 (+13)

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
1.69%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.3%
New
24
Increased
68
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Modera Wealth Management
New Jersey
$11.1M +$184K +3,436 +2%
QFA
27
Quantum Financial Advisors
California
$11M +$1.26M +23,501 +13%
WAN
28
Wealth Advisors Northwest
Oregon
$10.9M +$3.14M +58,698 +41%
BGWM
29
Bridge Generations Wealth Management
Florida
$8.64M -$469K -8,769 -5%
GM
30
GeoWealth Management
Illinois
$8.58M +$6.37M +119,064 +311%
SRCM
31
Signature Resources Capital Management
California
$7.47M +$7.34M +137,082 New
NA
32
NewEdge Advisors
Louisiana
$6.33M -$861K -16,093 -12%
GWM
33
Grand Wealth Management
Michigan
$6.21M +$32.1K +600 +0.5%
MFG
34
Merit Financial Group
Georgia
$6.1M -$107K -2,001 -2%
Mariner
35
Mariner
Kansas
$5.84M +$25.1K +468 +0.4%
Betterment LLC
36
Betterment LLC
New York
$5.72M +$1.68M +31,426 +43%
TIAM2
37
Tru Independence Asset Management 2
Oregon
$5.53M +$1.77M +33,064 +48%
KPP
38
Kings Path Partners
Texas
$5.29M +$2.77M +51,780 +114%
BHWM
39
Beaird Harris Wealth Management
Texas
$5.01M +$4.92M +91,965 New
KAS
40
Kestra Advisory Services
Texas
$4.61M +$290K +5,410 +7%
ODA
41
One Degree Advisors
California
$4.2M +$295K +5,506 +8%
HIA
42
HFM Investment Advisors
New Jersey
$4.01M +$3.93M +73,509 New
AWA
43
Acorn Wealth Advisors
Michigan
$3.9M -$81.5K -1,523 -2%
MWP
44
Meredith Wealth Planning
Illinois
$3.89M +$387K +7,222 +11%
KF
45
Krilogy Financial
Missouri
$3.54M +$725K +13,541 +26%
OIA
46
OneDigital Investment Advisors
Kansas
$3.4M -$163K -3,046 -5%
SDWIA
47
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.35M +$478K +8,928 +17%
AC
48
Applied Capital
Arkansas
$3.17M +$177K +3,311 +6%
Truist Financial
49
Truist Financial
North Carolina
$3.1M -$17.8K -332 -0.6%
DI
50
Disciplined Investors
Texas
$2.9M +$19K +355 +0.7%

DFGP Hedge Fund Activity: Q2 2025 in Review

128 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Core Plus Fixed Income ETF (DFGP) for Q2 2025, worth a combined $1.38B — up 36% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFGP positions and 9 closed out — a net gain of 15 holders — while 68 added to existing stakes and 27 trimmed.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $41.9M. The largest seller was Raymond James Financial, cutting an estimated $5.16M.

  • 128 institutional investors held Dimensional Global Core Plus Fixed Income ETF (DFGP) as of Q2 2025, up from 115 in Q1 2025.
  • Funds reported $1.38B of Dimensional Global Core Plus Fixed Income ETF stock for Q2 2025, up 36% quarter-over-quarter.
  • 24 funds opened new Dimensional Global Core Plus Fixed Income ETF positions in Q2 2025 and 9 closed out, a net change of +15 holders.
  • The largest Dimensional Global Core Plus Fixed Income ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $41.9M added.
  • The largest Dimensional Global Core Plus Fixed Income ETF seller in Q2 2025 was Raymond James Financial, an estimated $5.16M sold.

Based on aggregated 13F filings for Q2 2025.