Dimensional Global Core Plus Fixed Income ETF
DFGP
74 hedge funds and large institutions have $687M invested in Dimensional Global Core Plus Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 9 reducing their positions, and 4 closing their positions.
550% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 4
322% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 9
42% more funds holding
Funds holding: 52 → 74 (+22)
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
23% more capital invested
Capital invested by funds: $559M → $687M (+$128M)
2.38% less ownership
Funds ownership: 73.88% → 71.5% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPWM
Straight Path Wealth Management
Jenison,
Michigan
|
+$19.2M |
| 2 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$10.5M |
| 3 |
RWM
Ruedi Wealth Management
Champaign,
Illinois
|
+$10.5M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$10.4M |
| 5 |
ODA
One Degree Advisors
San Diego,
California
|
+$3.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$15.5M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.29M |
| 3 |
VF
Virtu Financial
New York
|
-$444K |
| 4 |
HKIMG
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
-$330K |
| 5 |
TWA
TCI Wealth Advisors
Tucson,
Arizona
|
-$303K |
DFGP Hedge Fund Activity: Q3 2024 in Review
74 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Core Plus Fixed Income ETF (DFGP) for Q3 2024, worth a combined $687M — up 23% from $559M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new DFGP positions and 4 closed out — a net gain of 22 holders — while 38 added to existing stakes and 9 trimmed.
The largest buyer was Straight Path Wealth Management, opening a new position worth an estimated $19.2M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $15.5M sold.
- 74 institutional investors held Dimensional Global Core Plus Fixed Income ETF (DFGP) as of Q3 2024, up from 52 in Q2 2024.
- Funds reported $687M of Dimensional Global Core Plus Fixed Income ETF stock for Q3 2024, up 23% quarter-over-quarter.
- 26 funds opened new Dimensional Global Core Plus Fixed Income ETF positions in Q3 2024 and 4 closed out, a net change of +22 holders.
- The largest Dimensional Global Core Plus Fixed Income ETF buyer in Q3 2024 was Straight Path Wealth Management, an estimated $19.2M added.
- The largest Dimensional Global Core Plus Fixed Income ETF seller in Q3 2024 was Simplicity Wealth, an estimated $15.5M sold.
Based on aggregated 13F filings for Q3 2024.