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Dimensional Global Core Plus Fixed Income ETF
DFGP

36 hedge funds and large institutions have $464M invested in Dimensional Global Core Plus Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 2

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

232% more capital invested

Capital invested by funds: $140M → $464M (+$324M)

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

64% more funds holding

Funds holding: 22 → 36 (+14)

11.18% less ownership

Funds ownership: 95.63% → 84.45% (-11%)

Holders
36
Holders Change
+14
Holders Change %
+63.64%
% of All Funds
0.52%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
17
Increased
17
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
+$264M
2
Bank of America
Bank of America
North Carolina
+$16.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.95M
4
RWM
Ruedi Wealth Management
Illinois
+$5.56M
5
PWM
Penobscot Wealth Management
Maine
+$4.11M

Top Sellers

1
Jane Street
Jane Street
New York
-$7.47M
2
Truist Financial
Truist Financial
North Carolina
-$167K
3
TWA
Tandem Wealth Advisors
Arizona
-$60.9K
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$639
5
TRCT
Tower Research Capital (TRC)
New York
-$107
Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1
Forum Financial Management
Illinois
$266M +$264M +4,985,303 New
JC
2
Jentner Corp
Ohio
$37.5M +$3.59M +67,762 +11%
VAS
3
Vestmark Advisory Solutions
Massachusetts
$25.9M +$3.88M +73,261 +18%
MG
4
MilWealth Group
Wisconsin
$21.9M +$531K +10,019 +2%
TWA
5
TCI Wealth Advisors
Arizona
$21.7M +$632K +11,923 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$19.9M +$8.95M +168,881 +83%
Bank of America
7
Bank of America
North Carolina
$16.4M +$16.3M +307,001 New
DPW
8
DiNuzzo Private Wealth
Pennsylvania
$12.1M +$1.18M +22,362 +11%
RWM
9
Ruedi Wealth Management
Illinois
$6.8M +$5.56M +104,977 +469%
PWM
10
Penobscot Wealth Management
Maine
$4.14M +$4.11M +77,528 New
AFS
11
Annapolis Financial Services
Maryland
$3.46M +$958K +18,089 +39%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.37M +$2.5M +47,215 +298%
OMC
13
Old Mission Capital
Illinois
$3.32M +$2.79M +52,585 +545%
NA
14
NewEdge Advisors
Louisiana
$2.79M +$1.21M +22,814 +78%
Truist Financial
15
Truist Financial
North Carolina
$2.25M -$167K -3,147 -7%
Jane Street
16
Jane Street
New York
$1.94M -$7.47M -140,947 -79%
QFA
17
Quantum Financial Advisors
California
$1.93M +$1.91M +36,075 New
OIA
18
OneDigital Investment Advisors
Kansas
$1.91M +$1.89M +35,770 New
GWM
19
Grand Wealth Management
Michigan
$1.64M +$1.63M +30,717 New
SWM
20
Sanctuary Wealth Management
Idaho
$1.5M +$1.49M +28,114 New
FWP
21
Firethorn Wealth Partners
Georgia
$1.43M +$1.05M +19,744 +283%
AWA
22
Acorn Wealth Advisors
Michigan
$1.41M +$1.4M +26,448 New
KF
23
Krilogy Financial
Missouri
$1.1M +$1.09M +20,633 New
AC
24
Applied Capital
Arkansas
$985K +$588K +11,101 +151%
AIS
25
American Investment Services
Massachusetts
$634K +$97K +1,832 +18%
1
2

DFGP Hedge Fund Activity: Q1 2024 in Review

36 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Core Plus Fixed Income ETF (DFGP) for Q1 2024, worth a combined $464M — up 232% from $140M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DFGP positions and 3 closed out — a net gain of 14 holders — while 17 added to existing stakes and 2 trimmed.

The largest buyer was Forum Financial Management, opening a new position worth an estimated $264M. The largest seller was Jane Street, cutting an estimated $7.47M.

  • 36 institutional investors held Dimensional Global Core Plus Fixed Income ETF (DFGP) as of Q1 2024, up from 22 in Q4 2023.
  • Funds reported $464M of Dimensional Global Core Plus Fixed Income ETF stock for Q1 2024, up 232% quarter-over-quarter.
  • 17 funds opened new Dimensional Global Core Plus Fixed Income ETF positions in Q1 2024 and 3 closed out, a net change of +14 holders.
  • The largest Dimensional Global Core Plus Fixed Income ETF buyer in Q1 2024 was Forum Financial Management, an estimated $264M added.
  • The largest Dimensional Global Core Plus Fixed Income ETF seller in Q1 2024 was Jane Street, an estimated $7.47M sold.

Based on aggregated 13F filings for Q1 2024.