We are live on ! Find out more
DFGP icon

Dimensional Global Core Plus Fixed Income ETF
DFGP

107 hedge funds and large institutions have $891M invested in Dimensional Global Core Plus Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,450% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 4

900% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 4

129% more funds holding in top 10

Funds holding in top 10: 7 → 16 (+9)

45% more funds holding

Funds holding: 74 → 107 (+33)

30% more capital invested

Capital invested by funds: $687M → $891M (+$204M)

8.11% more ownership

Funds ownership: 71.5% → 79.61% (+8.1%)

Holders
107
Holders Change
+33
Holders Change %
+44.59%
% of All Funds
1.41%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.21%
New
40
Increased
62
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWM
Penobscot Wealth Management
Maine
+$28.8M
2
VBA
von Borstel & Associates
Oregon
+$17M
3
RWM
Ruedi Wealth Management
Illinois
+$14.8M
4
ACP
Aveo Capital Partners
Colorado
+$12.2M
5
TCM
TruNorth Capital Management
Michigan
+$10.3M

Top Sellers

1
BOSSRA
B.O.S.S. Retirement Advisors
Utah
-$1.01M
2
VF
Virtu Financial
New York
-$834K
3
MWM
Mattern Wealth Management
Kansas
-$714K
4
KP
Keel Point
Alabama
-$381K
5
OIA
OneDigital Investment Advisors
Kansas
-$306K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1
Forum Financial Management
Illinois
$287M +$7.31M +135,136 +3%
JC
2
Jentner Corp
Ohio
$50.9M +$6.3M +116,419 +14%
VBA
3
von Borstel & Associates
Oregon
$46.8M +$17M +313,751 +55%
RWM
4
Ruedi Wealth Management
Illinois
$39.7M +$14.8M +273,779 +57%
PWM
5
Penobscot Wealth Management
Maine
$33M +$28.8M +531,640 +567%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$32.9M +$2.06M +38,170 +7%
AWM
7
AE Wealth Management
Kansas
$27.1M +$2.3M +42,462 +9%
Bank of America
8
Bank of America
North Carolina
$27M +$3.5M +64,736 +15%
MG
9
MilWealth Group
Wisconsin
$24.1M +$1.06M +19,545 +4%
TWA
10
TCI Wealth Advisors
Arizona
$23.2M +$920K +17,006 +4%
CW
11
Curio Wealth
Maryland
$20.5M +$21M +387,918 New
SPWM
12
Straight Path Wealth Management
Michigan
$19.4M +$700K +12,938 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$18.5M +$1.16M +21,422 +7%
DPW
14
DiNuzzo Private Wealth
Pennsylvania
$15.7M +$1.96M +36,193 +14%
UWM
15
United Wealth Management
Virginia
$14.7M +$15M +278,068 New
NA
16
NewEdge Advisors
Louisiana
$14.6M -$79.4K -1,468 -0.5%
MSWM
17
Master's Wealth Management
Pennsylvania
$14.5M +$14.9M +275,094 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$14.1M +$2.73M +50,398 +23%
AIM
19
Archer Investment Management
Texas
$13.3M +$13.6M +252,270 New
ACP
20
Aveo Capital Partners
Colorado
$11.9M +$12.2M +225,644 New
TCM
21
TruNorth Capital Management
Michigan
$10.1M +$10.3M +190,255 New
BGWM
22
Bridge Generations Wealth Management
Florida
$9.65M +$9.88M +182,747 New
QFA
23
Quantum Financial Advisors
California
$8.99M +$2.62M +48,399 +40%
MWM
24
Modera Wealth Management
New Jersey
$8.85M +$9.06M +167,570 New
MHB
25
Midwest Heritage Bank
Iowa
$6.63M +$5.76M +106,578 +564%
1
2 3 4 5

DFGP Hedge Fund Activity: Q4 2024 in Review

107 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Core Plus Fixed Income ETF (DFGP) for Q4 2024, worth a combined $891M — up 30% from $687M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new DFGP positions and 4 closed out — a net gain of 36 holders — while 62 added to existing stakes and 4 trimmed.

The largest buyer was Penobscot Wealth Management, adding an estimated $28.8M. The largest seller was B.O.S.S. Retirement Advisors, exiting entirely with an estimated $1.01M sold.

  • 107 institutional investors held Dimensional Global Core Plus Fixed Income ETF (DFGP) as of Q4 2024, up from 74 in Q3 2024.
  • Funds reported $891M of Dimensional Global Core Plus Fixed Income ETF stock for Q4 2024, up 30% quarter-over-quarter.
  • 40 funds opened new Dimensional Global Core Plus Fixed Income ETF positions in Q4 2024 and 4 closed out, a net change of +36 holders.
  • The largest Dimensional Global Core Plus Fixed Income ETF buyer in Q4 2024 was Penobscot Wealth Management, an estimated $28.8M added.
  • The largest Dimensional Global Core Plus Fixed Income ETF seller in Q4 2024 was B.O.S.S. Retirement Advisors, an estimated $1.01M sold.

Based on aggregated 13F filings for Q4 2024.