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Dimensional Global Core Plus Fixed Income ETF
DFGP

Overview Fund Activity

127 hedge funds and large institutions have $1.36B invested in Dimensional Global Core Plus Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+12
Holders Change %
+10.43%
% of All Funds
1.7%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
23
Increased
68
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
$76.8M
2
W
WPWealth
Texas
$46.1M
3
CW
Curio Wealth
Maryland
$31.3M
4
FFM
Forum Financial Management
Illinois
$322M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$29.5M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
$14.7K
2
PAS
Park Avenue Securities
New York
$0
3
Jane Street
Jane Street
New York
$0
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$18.3M
5
BW
Balance Wealth
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
1
Forum Financial Management
Illinois
$322M +$15.6M +286,077 +5%
MPW
2
MASECO Private Wealth
$145M +$145M +2,664,712 New
VAS
3
Vestmark Advisory Solutions
Massachusetts
$76.8M +$42.7M +783,133 +125%
VBA
4
von Borstel & Associates
Oregon
$68.3M +$4.47M +81,387 +7%
JC
5
Jentner Corp
Ohio
$59.6M +$4.16M +76,396 +8%
W
6
WPWealth
Texas
$46.1M +$42M +770,534 +1,025%
RWM
7
Ruedi Wealth Management
Illinois
$44.7M +$1.9M +34,893 +4%
PWM
8
Penobscot Wealth Management
Maine
$39.7M +$2.99M +54,884 +8%
AWM
9
AE Wealth Management
Kansas
$34.3M +$4.63M +85,061 +16%
TWA
10
TCI Wealth Advisors
Arizona
$32M +$6.96M +127,712 +28%
CW
11
Curio Wealth
Maryland
$31.3M +$31.3M +574,714 +151,241%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$29.5M +$11M +201,791 +59%
Bank of America
13
Bank of America
North Carolina
$28.4M +$2.55M +46,728 +10%
MG
14
MilWealth Group
Wisconsin
$25.4M -$53K -972 -0.2%
IA
15
Integrity Alliance
Iowa
$22.1M +$1.81M +33,220 +9%
RA
16
RFG Advisory
Alabama
$21.6M -$498K -9,136 -2%
SPWM
17
Straight Path Wealth Management
Michigan
$21.3M +$650K +11,936 +3%
DPW
18
DiNuzzo Private Wealth
Pennsylvania
$18.9M +$1.36M +24,890 +8%
UWM
19
United Wealth Management
Virginia
$18.9M +$523K +9,606 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$18.3M -$1.42M -25,998 -7%
MSWM
21
Master's Wealth Management
Pennsylvania
$16.7M +$803K +14,735 +5%
AIM
22
Archer Investment Management
Texas
$14.2M +$1.29M +23,642 +10%
MHB
23
Midwest Heritage Bank
Iowa
$13.4M +$1.01M +18,528 +8%
TCM
24
TruNorth Capital Management
Michigan
$12.1M +$1.09M +19,990 +10%
MWM
25
Modera Wealth Management
New Jersey
$11.1M +$187K +3,436 +2%
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