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Dimensional Global Core Plus Fixed Income ETF

128 hedge funds and large institutions have $1.38B invested in Dimensional Global Core Plus Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

152% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 27

36% more capital invested

Capital invested by funds: $1.02B → $1.38B (+$362M)

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

12.19% more ownership

Funds ownership: 73.23%85.42% (+12%)

11% more funds holding

Funds holding: 115128 (+13)

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
1.69%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.3%
New
24
Increased
68
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
51
City State Bank
Iowa
$2.84M +$322K +6,020 +13%
RLIM
52
Red Lighthouse Investment Management
New York
$2.64M +$2.45M +45,736 +1,716%
FG
53
Foster Group
Iowa
$2.58M +$2.54M +47,419 New
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$2.48M +$2.44M +45,607 New
JP Morgan Chase
55
JP Morgan Chase
New York
$2.32M -$131K -2,454 -5%
AHL
56
Abel Hall LLC
Louisiana
$2.32M -$129K -2,405 -5%
SWA
57
Sax Wealth Advisors
New Jersey
$2.21M +$42K +785 +2%
WWP
58
Wise Wealth Partners
Arizona
$2.12M +$2.08M +38,852 New
KIM
59
Kestra Investment Management
Texas
$2.02M +$1.27M +23,795 +176%
FWP
60
Firethorn Wealth Partners
Georgia
$1.94M -$25.7K -481 -1%
CW
61
CreativeOne Wealth
Kansas
$1.8M +$29.8K +556 +2%
APW
62
Austin Private Wealth
Texas
$1.73M +$2.94K +55 +0.2%
LPL Financial
63
LPL Financial
California
$1.71M +$844K +15,772 +102%
Citigroup
64
Citigroup
New York
$1.61M +$140K +2,623 +10%
NL
65
NWAM LLC
Washington
$1.53M +$681K +12,717 +82%
MML Investors Services
66
MML Investors Services
Massachusetts
$1.48M +$1.46M +27,239 New
TWCA
67
Two West Capital Advisors
Kansas
$1.43M -$8.3K -155 -0.6%
CWM
68
Congress Wealth Management
Massachusetts
$1.38M +$105K +1,958 +8%
XPN
69
XY Planning Network
Montana
$1.38M +$201K +3,749 +17%
AIS
70
American Investment Services
Massachusetts
$1.27M -$277K -5,176 -18%
GVAG
71
Great Valley Advisor Group
Delaware
$1.26M +$535K +9,996 +76%
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$1.21M -$367K -6,852 -24%
Citadel Advisors
73
Citadel Advisors
Florida
$1.13M -$667K -12,458 -38%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$917K +$40.3K +752 +5%
Osaic Holdings
75
Osaic Holdings
Arizona
$868K +$317K +5,930 +59%

DFGP Hedge Fund Activity: Q2 2025 in Review

128 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Core Plus Fixed Income ETF (DFGP) for Q2 2025, worth a combined $1.38B — up 36% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFGP positions and 9 closed out — a net gain of 15 holders — while 68 added to existing stakes and 27 trimmed.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $41.9M. The largest seller was Raymond James Financial, cutting an estimated $5.16M.

  • 128 institutional investors held Dimensional Global Core Plus Fixed Income ETF (DFGP) as of Q2 2025, up from 115 in Q1 2025.
  • Funds reported $1.38B of Dimensional Global Core Plus Fixed Income ETF stock for Q2 2025, up 36% quarter-over-quarter.
  • 24 funds opened new Dimensional Global Core Plus Fixed Income ETF positions in Q2 2025 and 9 closed out, a net change of +15 holders.
  • The largest Dimensional Global Core Plus Fixed Income ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $41.9M added.
  • The largest Dimensional Global Core Plus Fixed Income ETF seller in Q2 2025 was Raymond James Financial, an estimated $5.16M sold.

Based on aggregated 13F filings for Q2 2025.