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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

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

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
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$279K +$286K +5,281 New
GCA
77
Gradient Capital Advisors
California
$272K +$278K +5,142 New
PWM
78
PBMares Wealth Management
Virginia
$263K +$21.9K +405 +9%
SFP
79
SwitchPoint Financial Planning
Utah
$256K +$262K +4,838 New
RFP
80
RCS Financial Planning
Maryland
$255K +$261K +4,820 New
IFA
81
Index Fund Advisors
California
$253K +$47.1K +871 +22%
MSFS
82
Main Street Financial Solutions
Pennsylvania
$246K +$252K +4,662 New
BCI
83
Brinker Capital Investments
Pennsylvania
$245K +$53.8K +995 +27%
OPS
84
Orion Portfolio Solutions
Nebraska
$245K +$53.8K +995 +27%
GVAG
85
Great Valley Advisor Group
Delaware
$235K +$241K +4,458 New
FFA
86
Farther Finance Advisors
California
$233K +$163K +3,016 +217%
PL
87
Plancorp LLC
Missouri
$230K +$236K +4,363 New
APC
88
Aspire Private Capital
North Carolina
$227K +$4.06K +75 +2%
AWMM
89
Aegis Wealth Management (Maryland)
Maryland
$216K +$221K +4,082 New
MWM
90
Mattern Wealth Management
Kansas
$214K -$714K -13,201 -76%
HSG
91
Helen Stephens Group
Texas
$207K +$12.3K +227 +6%
HNB
92
Huntington National Bank
Ohio
$205K – – –
RCAG
93
Rehmann Capital Advisory Group
Michigan
$205K +$209K +3,873 New
SAI
94
Savvy Advisors Inc
New York
$201K +$206K +3,804 New
OLVIG
95
Oliver Lagore Vanvalin Investment Group
Michigan
$199K +$130K +2,405 +176%
CWP
96
Concord Wealth Partners
Virginia
$188K +$193K +3,562 New
PFM
97
Phillips Financial Management
Indiana
$114K – – –
CMP
98
Coston McIsaac & Partners
Maine
$92K +$60.9K +1,126 +178%
KIM
99
Kestra Investment Management
Texas
$55.6K +$56.9K +1,052 New
EWA
100
EverSource Wealth Advisors
Alabama
$38.7K +$39.6K +732 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.