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Dimensional Global Core Plus Fixed Income ETF
DFGP

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.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

967% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 3

44% more funds holding

Funds holding: 36 → 52 (+16)

20% more capital invested

Capital invested by funds: $464M → $559M (+$94.7M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

10.57% less ownership

Funds ownership: 84.45% → 73.88% (-11%)

Holders
52
Holders Change
+16
Holders Change %
+44.44%
% of All Funds
0.75%
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
AE Wealth Management
Kansas
+$22.4M
2
SW
Simplicity Wealth
New Jersey
+$15.4M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$13.6M
4
RWM
Ruedi Wealth Management
Illinois
+$8.27M
5
FFM
Forum Financial Management
Illinois
+$6.44M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.54M
2
NL
NWAM LLC
Washington
-$206K
3
GWM
Grand Wealth Management
Michigan
-$102K
4
PFM
Phillips Financial Management
Indiana
-$80.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
NRG
51
Nemes Rush Group
Michigan
$8.57K +$8.55K +162 New
Morgan Stanley
52
Morgan Stanley
New York
$1.38K +$1.37K +26 New
NL
53
NWAM LLC
Washington
– -$206K -3,889 Closed
1 2
3

DFGP Hedge Fund Activity: Q2 2024 in Review

52 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Core Plus Fixed Income ETF (DFGP) for Q2 2024, worth a combined $559M — up 20% from $464M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DFGP positions and 1 closed out — a net gain of 16 holders — while 32 added to existing stakes and 3 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $22.4M. The largest seller was Envestnet Asset Management, cutting an estimated $8.54M.

  • 52 institutional investors held Dimensional Global Core Plus Fixed Income ETF (DFGP) as of Q2 2024, up from 36 in Q1 2024.
  • Funds reported $559M of Dimensional Global Core Plus Fixed Income ETF stock for Q2 2024, up 20% quarter-over-quarter.
  • 17 funds opened new Dimensional Global Core Plus Fixed Income ETF positions in Q2 2024 and 1 closed out, a net change of +16 holders.
  • The largest Dimensional Global Core Plus Fixed Income ETF buyer in Q2 2024 was AE Wealth Management, an estimated $22.4M added.
  • The largest Dimensional Global Core Plus Fixed Income ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $8.54M sold.

Based on aggregated 13F filings for Q2 2024.