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Dimensional Global Core Plus Fixed Income ETF
DFGP

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: 17 → 23 (+6)

12.19% more ownership

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

11% more funds holding

Funds holding: 115 → 128 (+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
–

Top Buyers

Rank Fund Capital Flow
1
VAS
Vestmark Advisory Solutions
Massachusetts
+$41.9M
2
W
WPWealth
Texas
+$41.2M
3
CW
Curio Wealth
Maryland
+$30.8M
4
FFM
Forum Financial Management
Illinois
+$15.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$5.16M
2
PAS
Park Avenue Securities
New York
-$3.72M
3
Jane Street
Jane Street
New York
-$2.68M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.39M
5
BW
Balance Wealth
Ohio
-$899K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
101
Pure Financial Advisors
California
$292K +$286K +5,351 New
MSFS
102
Main Street Financial Solutions
Pennsylvania
$289K -$18.5K -345 -6%
TC
103
TownSquare Capital
Utah
$286K – – –
SFP
104
SwitchPoint Financial Planning
Utah
$264K – – –
EFN
105
Equita Financial Network
Pennsylvania
$263K +$258K +4,828 New
HSG
106
Helen Stephens Group
Texas
$253K +$7.82K +146 +3%
PAG
107
Private Advisor Group
New Jersey
$241K +$237K +4,430 New
RFP
108
RCS Financial Planning
Maryland
$224K -$3.16K -59 -1%
RCAG
109
Rehmann Capital Advisory Group
Michigan
$220K – – –
IFA
110
Index Fund Advisors
California
$220K -$27.4K -511 -11%
APC
111
Aspire Private Capital
North Carolina
$209K – – –
TWM
112
TCFG Wealth Management
California
$204K -$15.4K -287 -7%
CWP
113
Concord Wealth Partners
Virginia
$191K -$2.89K -54 -2%
BIG
114
Brooklyn Investment Group
New York
$119K +$117K +2,180 New
Jones Financial Companies
115
Jones Financial Companies
Missouri
$107K +$105K +1,966 New
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$103K – – –
UBS Group
117
UBS Group
Switzerland
$99.7K +$97.9K +1,829 New
CMP
118
Coston McIsaac & Partners
Maine
$93K +$54 +1 +0.1%
National Bank of Canada
119
National Bank of Canada
Quebec, Canada
$49.8K +$48.9K +914 New
PWMG
120
Private Wealth Management Group
New Jersey
$48.5K – – –
PWA
121
Physician Wealth Advisors
Utah
$47K +$27.6K +515 +148%
EWA
122
Elevate Wealth Advisory
Georgia
$31.9K +$11.3K +211 +56%
Comerica Bank
123
Comerica Bank
Texas
$27.9K +$482 +9 +2%
NRG
124
Nemes Rush Group
Michigan
$19.2K – – –
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$17K +$17.1K +320 New
2 3 4
5
6

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.