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Dimensional Global Core Plus Fixed Income ETF
DFGP

107 hedge funds and large institutions have $891M invested in Dimensional Global Core Plus Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,450% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 4

900% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 4

129% more funds holding in top 10

Funds holding in top 10: 7 → 16 (+9)

45% more funds holding

Funds holding: 74 → 107 (+33)

30% more capital invested

Capital invested by funds: $687M → $891M (+$204M)

8.11% more ownership

Funds ownership: 71.5% → 79.61% (+8.1%)

Holders
107
Holders Change
+33
Holders Change %
+44.59%
% of All Funds
1.41%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.21%
New
40
Increased
62
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PWM
Penobscot Wealth Management
Maine
+$28.8M
2
VBA
von Borstel & Associates
Oregon
+$17M
3
RWM
Ruedi Wealth Management
Illinois
+$14.8M
4
ACP
Aveo Capital Partners
Colorado
+$12.2M
5
TCM
TruNorth Capital Management
Michigan
+$10.3M

Top Sellers

Rank Fund Capital Flow
1
BOSSRA
B.O.S.S. Retirement Advisors
Utah
-$1.01M
2
VF
Virtu Financial
New York
-$834K
3
MWM
Mattern Wealth Management
Kansas
-$714K
4
KP
Keel Point
Alabama
-$381K
5
OIA
OneDigital Investment Advisors
Kansas
-$306K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
51
American Investment Services
Massachusetts
$1.44M +$33K +610 +2%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$1.26M +$74.2K +1,371 +6%
SWA
53
Sax Wealth Advisors
New Jersey
$1.22M +$828K +15,317 +195%
TWM
54
TCFG Wealth Management
California
$1.2M +$37.5K +694 +3%
TWCA
55
Two West Capital Advisors
Kansas
$1.17M +$86.2K +1,593 +8%
Citigroup
56
Citigroup
New York
$1.08M +$652K +12,057 +143%
CSB
57
City State Bank
Iowa
$1.07M +$615K +11,375 +129%
W
58
WPWealth
Texas
$1.03M +$1.06M +19,558 New
APW
59
Austin Private Wealth
Texas
$948K +$971K +17,944 New
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$804K +$447K +8,267 +119%
T
61
Tableaux
Massachusetts
$699K +$715K +13,228 New
AFO
62
Aurelius Family Office
New Hampshire
$654K +$669K +12,376 New
TFO
63
Timonier Family Office
North Carolina
$589K +$603K +11,152 New
Osaic Holdings
64
Osaic Holdings
Arizona
$535K +$437K +8,073 +393%
AC
65
Apella Capital
Connecticut
$529K +$542K +10,020 New
TC
66
TownSquare Capital
Utah
$522K +$534K +9,874 New
DWM
67
Daner Wealth Management
Georgia
$504K +$513K +9,493 New
MFG
68
Merit Financial Group
Georgia
$424K +$434K +8,027 New
LA
69
Lane & Associates
New Jersey
$396K +$180K +3,334 +81%
LPL Financial
70
LPL Financial
California
$388K +$35.1K +649 +10%
NL
71
NWAM LLC
Washington
$367K +$50.4K +931 +15%
AFA
72
Alpha Financial Advisors
North Carolina
$364K +$74.6K +1,380 +25%
FA
73
Faithward Advisors
Pennsylvania
$352K +$51.6K +954 +17%
SC
74
Shearwater Capital
Colorado
$307K +$97.3K +1,799 +45%
FWM
75
Fairhaven Wealth Management
Illinois
$283K +$289K +5,351 New
1 2
3
4 5

DFGP Hedge Fund Activity: Q4 2024 in Review

107 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Core Plus Fixed Income ETF (DFGP) for Q4 2024, worth a combined $891M — up 30% from $687M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DFGP positions and 4 closed out — a net gain of 36 holders — while 62 added to existing stakes and 4 trimmed.

The largest buyer was Penobscot Wealth Management, adding an estimated $28.8M. The largest seller was B.O.S.S. Retirement Advisors, exiting entirely with an estimated $1.01M sold.

  • 107 institutional investors held Dimensional Global Core Plus Fixed Income ETF (DFGP) as of Q4 2024, up from 74 in Q3 2024.
  • Funds reported $891M of Dimensional Global Core Plus Fixed Income ETF stock for Q4 2024, up 30% quarter-over-quarter.
  • 40 funds opened new Dimensional Global Core Plus Fixed Income ETF positions in Q4 2024 and 4 closed out, a net change of +36 holders.
  • The largest Dimensional Global Core Plus Fixed Income ETF buyer in Q4 2024 was Penobscot Wealth Management, an estimated $28.8M added.
  • The largest Dimensional Global Core Plus Fixed Income ETF seller in Q4 2024 was B.O.S.S. Retirement Advisors, an estimated $1.01M sold.

Based on aggregated 13F filings for Q4 2024.