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Dimensional Global Core Plus Fixed Income ETF
DFGP

115 hedge funds and large institutions have $1.02B invested in Dimensional Global Core Plus Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

164% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 25

14% more capital invested

Capital invested by funds: $891M → $1.02B (+$126M)

7% more funds holding

Funds holding: 107 → 115 (+8)

6% more funds holding in top 10

Funds holding in top 10: 16 → 17 (+1)

6.38% less ownership

Funds ownership: 79.61% → 73.23% (-6.4%)

Holders
115
Holders Change
+8
Holders Change %
+7.48%
% of All Funds
1.54%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.23%
New
19
Increased
66
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$21.5M
2
IA
Integrity Alliance
Iowa
+$19.8M
3
VBA
von Borstel & Associates
Oregon
+$14.7M
4
FFM
Forum Financial Management
Illinois
+$9.53M
5
Mariner
Mariner
Kansas
+$5.67M

Top Sellers

Rank Fund Capital Flow
1
CW
Curio Wealth
Maryland
-$20.6M
2
NA
NewEdge Advisors
Louisiana
-$7.67M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.51M
4
Jane Street
Jane Street
New York
-$2.31M
5
OMC
Old Mission Capital
Illinois
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
AHL
51
Abel Hall LLC
Louisiana
$2.4M -$482K -9,074 -17%
SWA
52
Sax Wealth Advisors
New Jersey
$2.12M +$879K +16,530 +71%
GM
53
GeoWealth Management
Illinois
$2.05M +$407K +7,651 +25%
FWP
54
Firethorn Wealth Partners
Georgia
$1.93M -$35.4K -666 -2%
Citadel Advisors
55
Citadel Advisors
Florida
$1.77M -$2.51M -47,229 -59%
CW
56
CreativeOne Wealth
Kansas
$1.74M +$265K +4,984 +18%
APW
57
Austin Private Wealth
Texas
$1.69M +$728K +13,689 +76%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$1.55M +$1.54M +28,998 New
AIS
59
American Investment Services
Massachusetts
$1.52M +$65.5K +1,232 +5%
Citigroup
60
Citigroup
New York
$1.44M +$340K +6,405 +31%
TWCA
61
Two West Capital Advisors
Kansas
$1.38M +$221K +4,161 +19%
CWM
62
Congress Wealth Management
Massachusetts
$1.25M +$1.24M +23,402 New
XPN
63
XY Planning Network
Montana
$1.15M +$1.14M +21,515 New
BW
64
Balance Wealth
Ohio
$899K +$895K +16,835 New
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$859K +$45.2K +851 +6%
AFO
66
Aurelius Family Office
New Hampshire
$842K +$180K +3,379 +27%
LPL Financial
67
LPL Financial
California
$829K +$435K +8,185 +112%
NL
68
NWAM LLC
Washington
$826K +$452K +8,502 +122%
KIM
69
Kestra Investment Management
Texas
$722K +$662K +12,459 +1,184%
GVAG
70
Great Valley Advisor Group
Delaware
$703K +$463K +8,702 +195%
OMC
71
Old Mission Capital
Illinois
$604K -$2.13M -40,148 -78%
TFO
72
Timonier Family Office
North Carolina
$569K -$26.3K -494 -4%
Osaic Holdings
73
Osaic Holdings
Arizona
$534K -$7.23K -136 -1%
AC
74
Apella Capital
Connecticut
$529K -$106 -2 -0%
MA
75
Mutual Advisors
Nebraska
$496K +$491K +9,244 New
1 2
3
4 5

DFGP Hedge Fund Activity: Q1 2025 in Review

115 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Core Plus Fixed Income ETF (DFGP) for Q1 2025, worth a combined $1.02B — up 14% from $891M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DFGP positions and 7 closed out — a net gain of 12 holders — while 66 added to existing stakes and 25 trimmed.

The largest buyer was RFG Advisory, opening a new position worth an estimated $21.5M. The largest seller was Curio Wealth, cutting an estimated $20.6M.

  • 115 institutional investors held Dimensional Global Core Plus Fixed Income ETF (DFGP) as of Q1 2025, up from 107 in Q4 2024.
  • Funds reported $1.02B of Dimensional Global Core Plus Fixed Income ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 19 funds opened new Dimensional Global Core Plus Fixed Income ETF positions in Q1 2025 and 7 closed out, a net change of +12 holders.
  • The largest Dimensional Global Core Plus Fixed Income ETF buyer in Q1 2025 was RFG Advisory, an estimated $21.5M added.
  • The largest Dimensional Global Core Plus Fixed Income ETF seller in Q1 2025 was Curio Wealth, an estimated $20.6M sold.

Based on aggregated 13F filings for Q1 2025.