DFGP icon

Dimensional Global Core Plus Fixed Income ETF

136 hedge funds and large institutions have $1.58B invested in Dimensional Global Core Plus Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 85 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
101
Savvy Advisors Inc
New York
$452K
AC
102
Apella Capital
Connecticut
$424K
PAG
103
Private Advisor Group
New Jersey
$421K
DAS
104
Dynamic Advisor Solutions
Arizona
$409K
DWM
105
Daner Wealth Management
Georgia
$379K
SIG
106
Spinnaker Investment Group
California
$364K
CCA
107
Clarity Capital Advisors
Florida
$355K
ACM
108
AlphaStar Capital Management
North Carolina
$339K
AWM
109
Aegis Wealth Management
Maryland
$317K
TFO
110
Timonier Family Office
North Carolina
$317K
SEI Investments
111
SEI Investments
Pennsylvania
$307K
PFA
112
Pure Financial Advisors
California
$297K
EGWAG
113
Elwood & Goetz Wealth Advisory Group
Georgia
$288K
SFP
114
SwitchPoint Financial Planning
Utah
$269K
BCI
115
Brinker Capital Investments
Pennsylvania
$261K
WRPWM
116
Werba Rubin Papier Wealth Management
California
$248K
IFA
117
Index Fund Advisors
California
$242K
SWP
118
Strategic Wealth Partners
Ohio
$237K
RFP
119
RCS Financial Planning
Maryland
$233K
RCAG
120
Rehmann Capital Advisory Group
Michigan
$224K
APC
121
Aspire Private Capital
North Carolina
$209K
CWP
122
Concord Wealth Partners
Virginia
$195K
UBS Group
123
UBS Group
Switzerland
$171K
PWMG
124
Private Wealth Management Group
New Jersey
$116K
OSAM
125
O'Shaughnessy Asset Management
Connecticut
$110K