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Dimensional Global Core Plus Fixed Income ETF
DFGP

Overview Fund Activity

52 hedge funds and large institutions have $559M invested in Dimensional Global Core Plus Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
52
Holders Change
+16
Holders Change %
+44.44%
% of All Funds
0.76%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
17
Increased
32
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$22.4M
2
SW
2
Simplicity Wealth
New Jersey
$15.5M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17M
4
RWM
4
Ruedi Wealth Management
Illinois
$15M
5
FFM
5
Forum Financial Management
Illinois
$270M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11.2M
2
NL
2
NWAM LLC
Washington
$0
3
GWM
3
Grand Wealth Management
Michigan
$1.52M
4
PFM
4
Phillips Financial Management
Indiana
$159K
Name Holding Trade Value Shares
Change 		Shares
Change %
NRG
51
Nemes Rush Group
Michigan
$8.57K +$8.57K +162 New
Morgan Stanley
52
Morgan Stanley
New York
$1.38K +$1.38K +26 New
NL
53
NWAM LLC
Washington
– -$206K -3,889 Closed
1 2
3