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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Penobscot Wealth Management
Portland,
Maine
|
+$28.8M |
| 2 |
VBA
von Borstel & Associates
The Dalles,
Oregon
|
+$17M |
| 3 |
RWM
Ruedi Wealth Management
Champaign,
Illinois
|
+$14.8M |
| 4 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$12.2M |
| 5 |
TCM
TruNorth Capital Management
Kalamazoo,
Michigan
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$1.01M |
| 2 |
VF
Virtu Financial
New York
|
-$834K |
| 3 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
-$714K |
| 4 |
KP
Keel Point
Huntsville,
Alabama
|
-$381K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$306K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Comerica Bank
Dallas,
Texas
| $27.4K | +$649 | +12 | +2% |
|
|
IA
102
IFG Advisory
Atlanta,
Georgia
| $15.3K | +$811K | +15,000 | New |
|
|
IA
103
IFP Advisors
Tampa,
Florida
| $12K | +$12.3K | +227 | New |
|
|
PWA
104
Physician Wealth Advisors
Midvale,
Utah
| $10.3K | +$10.5K | +194 | New |
|
|
NRG
105
Nemes Rush Group
Novi,
Michigan
| $9.67K | +$9.9K | +183 | New |
|
106
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | -$86.4K | -1,598 | -92% |
|
|
OSAM
107
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $2.48K | +$2.54K | +47 | New |
|
|
AP
108
Aspect Partners
Fairfax,
Virginia
| $1.74K | +$1.78K | +33 | New |
|
|
BOSSRA
109
B.O.S.S. Retirement Advisors
Lehi,
Utah
| – | -$1.01M | -18,320 | Closed |
|
|
VF
110
Virtu Financial
New York
| – | -$834K | -15,134 | Closed |
|
|
KP
111
Keel Point
Huntsville,
Alabama
| – | -$381K | -6,920 | Closed |
|
112
Morgan Stanley
New York
| – | -$1.82K | -33 | Closed |
|
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.