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Dimensional Global Core Plus Fixed Income ETF
DFGP

115 hedge funds and large institutions have $1.02B invested in Dimensional Global Core Plus Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

164% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 25

14% more capital invested

Capital invested by funds: $891M → $1.02B (+$126M)

7% more funds holding

Funds holding: 107 → 115 (+8)

6% more funds holding in top 10

Funds holding in top 10: 16 → 17 (+1)

6.38% less ownership

Funds ownership: 79.61% → 73.23% (-6.4%)

Holders
115
Holders Change
+8
Holders Change %
+7.48%
% of All Funds
1.54%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.23%
New
19
Increased
66
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
RFG Advisory
Alabama
+$21.5M
2
IA
Integrity Alliance
Iowa
+$19.8M
3
VBA
von Borstel & Associates
Oregon
+$14.7M
4
FFM
Forum Financial Management
Illinois
+$9.53M
5
Mariner
Mariner
Kansas
+$5.67M

Top Sellers

1
CW
Curio Wealth
Maryland
-$20.6M
2
NA
NewEdge Advisors
Louisiana
-$7.67M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.51M
4
Jane Street
Jane Street
New York
-$2.31M
5
OMC
Old Mission Capital
Illinois
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1
Forum Financial Management
Illinois
$300M +$9.53M +179,321 +3%
VBA
2
von Borstel & Associates
Oregon
$62.2M +$14.7M +277,387 +31%
JC
3
Jentner Corp
Ohio
$54.4M +$2.89M +54,337 +6%
RWM
4
Ruedi Wealth Management
Illinois
$42M +$1.81M +34,082 +5%
PWM
5
Penobscot Wealth Management
Maine
$35.9M +$2.52M +47,417 +8%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$33.4M +$171K +3,214 +0.5%
AWM
7
AE Wealth Management
Kansas
$29.1M +$1.68M +31,640 +6%
Bank of America
8
Bank of America
North Carolina
$25.4M -$1.86M -34,908 -7%
MG
9
MilWealth Group
Wisconsin
$24.9M +$561K +10,559 +2%
TWA
10
TCI Wealth Advisors
Arizona
$24.6M +$1.09M +20,513 +5%
RA
11
RFG Advisory
Alabama
$21.6M +$21.5M +405,018 New
CW
12
Curio Wealth
Maryland
$20.8M -$20.6M -387,538 -100%
SPWM
13
Straight Path Wealth Management
Michigan
$20.3M +$661K +12,439 +3%
IA
14
Integrity Alliance
Iowa
$19.9M +$19.8M +371,899 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$19.4M +$699K +13,145 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$18.2M +$3.93M +73,863 +28%
UWM
17
United Wealth Management
Virginia
$18M +$3.11M +58,437 +21%
DPW
18
DiNuzzo Private Wealth
Pennsylvania
$17.2M +$1.33M +25,080 +8%
MSWM
19
Master's Wealth Management
Pennsylvania
$15.6M +$920K +17,311 +6%
ACP
20
Aveo Capital Partners
Colorado
$12.8M +$722K +13,573 +6%
AIM
21
Archer Investment Management
Texas
$12.7M -$799K -15,027 -6%
MHB
22
Midwest Heritage Bank
Iowa
$12.2M +$5.44M +102,244 +81%
TCM
23
TruNorth Capital Management
Michigan
$10.8M +$624K +11,745 +6%
MWM
24
Modera Wealth Management
New Jersey
$10.7M +$1.73M +32,525 +19%
QFA
25
Quantum Financial Advisors
California
$9.49M +$399K +7,510 +4%
1
2 3 4 5

DFGP Hedge Fund Activity: Q1 2025 in Review

115 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Core Plus Fixed Income ETF (DFGP) for Q1 2025, worth a combined $1.02B — up 14% from $891M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DFGP positions and 7 closed out — a net gain of 12 holders — while 66 added to existing stakes and 25 trimmed.

The largest buyer was RFG Advisory, opening a new position worth an estimated $21.5M. The largest seller was Curio Wealth, cutting an estimated $20.6M.

  • 115 institutional investors held Dimensional Global Core Plus Fixed Income ETF (DFGP) as of Q1 2025, up from 107 in Q4 2024.
  • Funds reported $1.02B of Dimensional Global Core Plus Fixed Income ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 19 funds opened new Dimensional Global Core Plus Fixed Income ETF positions in Q1 2025 and 7 closed out, a net change of +12 holders.
  • The largest Dimensional Global Core Plus Fixed Income ETF buyer in Q1 2025 was RFG Advisory, an estimated $21.5M added.
  • The largest Dimensional Global Core Plus Fixed Income ETF seller in Q1 2025 was Curio Wealth, an estimated $20.6M sold.

Based on aggregated 13F filings for Q1 2025.