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Dimensional Global Core Plus Fixed Income ETF
DFGP

Overview Fund Activity

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.

Holders
107
Holders Change
+33
Holders Change %
+44.59%
% of All Funds
1.42%
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

1
PWM
1
Penobscot Wealth Management
Maine
$33M
2
VBA
2
von Borstel & Associates
Oregon
$46.8M
3
RWM
3
Ruedi Wealth Management
Illinois
$39.7M
4
ACP
4
Aveo Capital Partners
Colorado
$11.9M
5
TCM
5
TruNorth Capital Management
Michigan
$10.1M

Top Sellers

1
BOSSRA
1
B.O.S.S. Retirement Advisors
Utah
$0
2
VF
2
Virtu Financial
New York
$0
3
MWM
3
Mattern Wealth Management
Kansas
$214K
4
KP
4
Keel Point
Alabama
$0
5
OIA
5
OneDigital Investment Advisors
Kansas
$3.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
51
American Investment Services
Massachusetts
$1.44M +$32.2K +610 +2%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$1.26M +$72.4K +1,371 +6%
SWA
53
Sax Wealth Advisors
New Jersey
$1.22M +$809K +15,317 +195%
TWM
54
TCFG Wealth Management
California
$1.2M +$36.7K +694 +3%
TWCA
55
Two West Capital Advisors
Kansas
$1.17M +$84.2K +1,593 +8%
Citigroup
56
Citigroup
New York
$1.08M +$637K +12,057 +143%
CSB
57
City State Bank
Iowa
$1.07M +$601K +11,375 +129%
W
58
WPWealth
Texas
$1.03M +$1.03M +19,558 New
APW
59
Austin Private Wealth
Texas
$948K +$948K +17,944 New
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$804K +$437K +8,267 +119%
T
61
Tableaux
Massachusetts
$699K +$699K +13,228 New
AFO
62
Aurelius Family Office
New Hampshire
$654K +$654K +12,376 New
TFO
63
Timonier Family Office
North Carolina
$589K +$589K +11,152 New
Osaic Holdings
64
Osaic Holdings
Arizona
$535K +$426K +8,073 +393%
AC
65
Apella Capital
Connecticut
$529K +$529K +10,020 New
TC
66
TownSquare Capital
Utah
$522K +$522K +9,874 New
DWM
67
Daner Wealth Management
Georgia
$504K +$504K +9,493 New
MFG
68
Merit Financial Group
Georgia
$424K +$424K +8,027 New
LA
69
Lane & Associates
New Jersey
$396K +$177K +3,334 +81%
LPL Financial
70
LPL Financial
California
$388K +$34.3K +649 +10%
NL
71
NWAM LLC
Washington
$367K +$49.2K +931 +15%
AFA
72
Alpha Financial Advisors
North Carolina
$364K +$72.9K +1,380 +25%
FA
73
Faithward Advisors
Pennsylvania
$352K +$50.4K +954 +17%
SC
74
Shearwater Capital
Colorado
$307K +$95K +1,799 +45%
FWM
75
Fairhaven Wealth Management
Illinois
$283K +$283K +5,351 New
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3
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