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Dimensional Global Core Plus Fixed Income ETF
DFGP

22 hedge funds and large institutions have $140M invested in Dimensional Global Core Plus Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

95.63% more ownership

Funds ownership: 0% → 95.63% (+96%)

Holders
22
Holders Change
+22
Holders Change %
–
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JC
Jentner Corp
Ohio
+$32.9M
2
VAS
Vestmark Advisory Solutions
Massachusetts
+$21.4M
3
MG
MilWealth Group
Wisconsin
+$20.8M
4
TWA
TCI Wealth Advisors
Arizona
+$20.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.6M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1
Jentner Corp
Ohio
$33.8M +$32.9M +634,134 New
VAS
2
Vestmark Advisory Solutions
Massachusetts
$21.9M +$21.4M +411,428 New
MG
3
MilWealth Group
Wisconsin
$21.4M +$20.8M +400,892 New
TWA
4
TCI Wealth Advisors
Arizona
$21M +$20.5M +394,746 New
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$10.9M +$10.6M +204,049 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$10.8M +$10.6M +203,704 New
Jane Street
7
Jane Street
New York
$9.45M +$9.21M +177,348 New
AFS
8
Annapolis Financial Services
Maryland
$2.49M +$2.43M +46,768 New
Truist Financial
9
Truist Financial
North Carolina
$2.33M +$2.35M +45,278 New
NA
10
NewEdge Advisors
Louisiana
$1.55M +$1.53M +29,393 New
RWM
11
Ruedi Wealth Management
Illinois
$1.19M +$1.16M +22,364 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$843K +$821K +15,820 New
AIS
13
American Investment Services
Massachusetts
$535K +$521K +10,044 New
OMC
14
Old Mission Capital
Illinois
$514K +$501K +9,641 New
AC
15
Applied Capital
Arkansas
$392K +$382K +7,353 New
FWP
16
Firethorn Wealth Partners
Georgia
$371K +$362K +6,965 New
KAS
17
Kestra Advisory Services
Texas
$274K +$268K +5,153 New
APC
18
Aspire Private Capital
North Carolina
$168K +$164K +3,159 New
TWA
19
Tandem Wealth Advisors
Arizona
$60.9K +$59.3K +1,143 New
Comerica Bank
20
Comerica Bank
Texas
$26.2K +$25.5K +491 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$639 +$623 +12 New
TRCT
22
Tower Research Capital (TRC)
New York
$107 +$104 +2 New

DFGP Hedge Fund Activity: Q4 2023 in Review

22 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Core Plus Fixed Income ETF (DFGP) for Q4 2023, worth a combined $140M.

Buyers outnumbered sellers: 22 funds opened new DFGP positions and 0 closed out — a net gain of 22 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Jentner Corp, opening a new position worth an estimated $32.9M.

  • 22 institutional investors held Dimensional Global Core Plus Fixed Income ETF (DFGP) as of Q4 2023, up from 0 in Q3 2023.
  • Funds reported $140M of Dimensional Global Core Plus Fixed Income ETF stock for Q4 2023.
  • 22 funds opened new Dimensional Global Core Plus Fixed Income ETF positions in Q4 2023 and 0 closed out, a net change of +22 holders.
  • The largest Dimensional Global Core Plus Fixed Income ETF buyer in Q4 2023 was Jentner Corp, an estimated $32.9M added.

Based on aggregated 13F filings for Q4 2023.