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Dimensional Global Core Plus Fixed Income ETF
DFGP

52 hedge funds and large institutions have $559M invested in Dimensional Global Core Plus Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

967% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 3

44% more funds holding

Funds holding: 36 → 52 (+16)

20% more capital invested

Capital invested by funds: $464M → $559M (+$94.7M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

10.57% less ownership

Funds ownership: 84.45% → 73.88% (-11%)

Holders
52
Holders Change
+16
Holders Change %
+44.44%
% of All Funds
0.75%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
17
Increased
32
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$22.4M
2
SW
Simplicity Wealth
New Jersey
+$15.4M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$13.6M
4
RWM
Ruedi Wealth Management
Illinois
+$8.27M
5
FFM
Forum Financial Management
Illinois
+$6.44M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.54M
2
NL
NWAM LLC
Washington
-$206K
3
GWM
Grand Wealth Management
Michigan
-$102K
4
PFM
Phillips Financial Management
Indiana
-$80.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1
Forum Financial Management
Illinois
$270M +$6.44M +121,965 +2%
JC
2
Jentner Corp
Ohio
$42.3M +$5.18M +98,205 +14%
VAS
3
Vestmark Advisory Solutions
Massachusetts
$28M +$2.38M +45,007 +9%
TWA
4
TCI Wealth Advisors
Arizona
$22.7M +$1.15M +21,719 +5%
AWM
5
AE Wealth Management
Kansas
$22.4M +$22.4M +424,304 New
MG
6
MilWealth Group
Wisconsin
$22.3M +$573K +10,849 +3%
Bank of America
7
Bank of America
North Carolina
$20.8M +$4.52M +85,584 +28%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$17M +$13.6M +257,754 +409%
SW
9
Simplicity Wealth
New Jersey
$15.5M +$15.4M +292,168 New
RWM
10
Ruedi Wealth Management
Illinois
$15M +$8.27M +156,586 +123%
DPW
11
DiNuzzo Private Wealth
Pennsylvania
$12.3M +$351K +6,640 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$11.2M -$8.54M -161,699 -43%
AFS
13
Annapolis Financial Services
Maryland
$6.33M +$2.9M +54,858 +85%
NA
14
NewEdge Advisors
Louisiana
$4.6M +$1.83M +34,697 +66%
PWM
15
Penobscot Wealth Management
Maine
$4.6M +$463K +8,766 +11%
QFA
16
Quantum Financial Advisors
California
$4.21M +$2.29M +43,434 +120%
OIA
17
OneDigital Investment Advisors
Kansas
$3.69M +$1.79M +33,911 +95%
OMC
18
Old Mission Capital
Illinois
$3.51M +$217K +4,116 +7%
Truist Financial
19
Truist Financial
North Carolina
$2.59M +$362K +6,850 +16%
JP Morgan Chase
20
JP Morgan Chase
New York
$2.44M +$2.43M +46,106 New
AHL
21
Abel Hall LLC
Louisiana
$2.44M +$2.43M +46,106 New
SWM
22
Sanctuary Wealth Management
Idaho
$2.35M +$856K +16,215 +58%
AWA
23
Acorn Wealth Advisors
Michigan
$2.26M +$860K +16,286 +62%
Jane Street
24
Jane Street
New York
$2M +$72.4K +1,372 +4%
FWP
25
Firethorn Wealth Partners
Georgia
$1.95M +$537K +10,181 +38%
1
2 3

DFGP Hedge Fund Activity: Q2 2024 in Review

52 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Core Plus Fixed Income ETF (DFGP) for Q2 2024, worth a combined $559M — up 20% from $464M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DFGP positions and 1 closed out — a net gain of 16 holders — while 32 added to existing stakes and 3 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $22.4M. The largest seller was Envestnet Asset Management, cutting an estimated $8.54M.

  • 52 institutional investors held Dimensional Global Core Plus Fixed Income ETF (DFGP) as of Q2 2024, up from 36 in Q1 2024.
  • Funds reported $559M of Dimensional Global Core Plus Fixed Income ETF stock for Q2 2024, up 20% quarter-over-quarter.
  • 17 funds opened new Dimensional Global Core Plus Fixed Income ETF positions in Q2 2024 and 1 closed out, a net change of +16 holders.
  • The largest Dimensional Global Core Plus Fixed Income ETF buyer in Q2 2024 was AE Wealth Management, an estimated $22.4M added.
  • The largest Dimensional Global Core Plus Fixed Income ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $8.54M sold.

Based on aggregated 13F filings for Q2 2024.