DFGP icon

Dimensional Global Core Plus Fixed Income ETF
DFGP

Overview Fund Activity

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.

Holders
115
Holders Change
+8
Holders Change %
+7.48%
% of All Funds
1.56%
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
1
RFG Advisory
Alabama
$21.6M
2
IA
2
Integrity Alliance
Iowa
$19.9M
3
VBA
3
von Borstel & Associates
Oregon
$62.2M
4
FFM
4
Forum Financial Management
Illinois
$300M
5
Mariner
5
Mariner
Kansas
$5.7M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$20.8M
2
NA
2
NewEdge Advisors
Louisiana
$7.06M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.77M
4
Jane Street
4
Jane Street
New York
$2.68M
5
OMC
5
Old Mission Capital
Illinois
$604K
Name Market Value Shares Shares
Change 		Shares
Change %
FFM
1
Forum Financial Management
Illinois
$300M 5,616,220 +179,321 +3%
VBA
2
von Borstel & Associates
Oregon
$62.2M 1,163,407 +277,387 +31%
JC
3
Jentner Corp
Ohio
$54.4M 1,017,736 +54,337 +6%
RWM
4
Ruedi Wealth Management
Illinois
$42M 786,263 +34,082 +5%
PWM
5
Penobscot Wealth Management
Maine
$35.9M 672,825 +47,417 +8%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$33.4M 625,951 +3,214 +0.5%
AWM
7
AE Wealth Management
Kansas
$29.1M 543,953 +31,640 +6%
Bank of America
8
Bank of America
North Carolina
$25.4M 475,377 -34,908 -7%
MG
9
MilWealth Group
Wisconsin
$24.9M 466,435 +10,559 +2%
TWA
10
TCI Wealth Advisors
Arizona
$24.6M 460,310 +20,513 +5%
RA
11
RFG Advisory
Alabama
$21.6M 405,018 +405,018 New
CW
12
Curio Wealth
Maryland
$20.8M 380 -387,538 -100%
SPWM
13
Straight Path Wealth Management
Michigan
$20.3M 379,341 +12,439 +3%
IA
14
Integrity Alliance
Iowa
$19.9M 371,899 +371,899 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$19.4M 362,714 +13,145 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$18.2M 340,411 +73,863 +28%
UWM
17
United Wealth Management
Virginia
$18M 336,505 +58,437 +21%
DPW
18
DiNuzzo Private Wealth
Pennsylvania
$17.2M 322,613 +25,080 +8%
MSWM
19
Master's Wealth Management
Pennsylvania
$15.6M 292,405 +17,311 +6%
ACP
20
Aveo Capital Partners
Colorado
$12.8M 239,217 +13,573 +6%
AIM
21
Archer Investment Management
Texas
$12.7M 237,243 -15,027 -6%
MHB
22
Midwest Heritage Bank
Iowa
$12.2M 227,721 +102,244 +81%
TCM
23
TruNorth Capital Management
Michigan
$10.8M 202,000 +11,745 +6%
MWM
24
Modera Wealth Management
New Jersey
$10.7M 200,095 +32,525 +19%
QFA
25
Quantum Financial Advisors
California
$9.49M 177,686 +7,510 +4%
1
2 3 4 5