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Dimensional Global Core Plus Fixed Income ETF
DFGP

128 hedge funds and large institutions have $1.38B invested in Dimensional Global Core Plus Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

152% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 27

36% more capital invested

Capital invested by funds: $1.02B → $1.38B (+$362M)

35% more funds holding in top 10

Funds holding in top 10: 17 → 23 (+6)

12.19% more ownership

Funds ownership: 73.23% → 85.42% (+12%)

11% more funds holding

Funds holding: 115 → 128 (+13)

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
1.69%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.3%
New
24
Increased
68
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VAS
Vestmark Advisory Solutions
Massachusetts
+$41.9M
2
W
WPWealth
Texas
+$41.2M
3
CW
Curio Wealth
Maryland
+$30.8M
4
FFM
Forum Financial Management
Illinois
+$15.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$5.16M
2
PAS
Park Avenue Securities
New York
-$3.72M
3
Jane Street
Jane Street
New York
-$2.68M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.39M
5
BW
Balance Wealth
Ohio
-$899K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1
Forum Financial Management
Illinois
$322M +$15.3M +286,077 +5%
MPW
2
MASECO Private Wealth
$145M +$143M +2,664,712 New
VAS
3
Vestmark Advisory Solutions
Massachusetts
$76.8M +$41.9M +783,133 +125%
VBA
4
von Borstel & Associates
Oregon
$68.3M +$4.36M +81,387 +7%
JC
5
Jentner Corp
Ohio
$59.6M +$4.09M +76,396 +8%
W
6
WPWealth
Texas
$46.1M +$41.2M +770,534 +1,025%
RWM
7
Ruedi Wealth Management
Illinois
$44.7M +$1.87M +34,893 +4%
PWM
8
Penobscot Wealth Management
Maine
$39.7M +$2.94M +54,884 +8%
AWM
9
AE Wealth Management
Kansas
$34.3M +$4.55M +85,061 +16%
TWA
10
TCI Wealth Advisors
Arizona
$32M +$6.84M +127,712 +28%
CW
11
Curio Wealth
Maryland
$31.3M +$30.8M +574,714 +151,241%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$29.5M +$10.8M +201,791 +59%
Bank of America
13
Bank of America
North Carolina
$28.4M +$2.5M +46,728 +10%
MG
14
MilWealth Group
Wisconsin
$25.4M -$52K -972 -0.2%
IA
15
Integrity Alliance
Iowa
$22.1M +$1.78M +33,220 +9%
RA
16
RFG Advisory
Alabama
$21.6M -$489K -9,136 -2%
SPWM
17
Straight Path Wealth Management
Michigan
$21.3M +$639K +11,936 +3%
DPW
18
DiNuzzo Private Wealth
Pennsylvania
$18.9M +$1.33M +24,890 +8%
UWM
19
United Wealth Management
Virginia
$18.9M +$514K +9,606 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$18.3M -$1.39M -25,998 -7%
MSWM
21
Master's Wealth Management
Pennsylvania
$16.7M +$789K +14,735 +5%
AIM
22
Archer Investment Management
Texas
$14.2M +$1.27M +23,642 +10%
MHB
23
Midwest Heritage Bank
Iowa
$13.4M +$992K +18,528 +8%
OFI
24
Outbound Financial Inc
Colorado
$12.6M +$12.4M +231,191 New
TCM
25
TruNorth Capital Management
Michigan
$12.1M +$1.07M +19,990 +10%
1
2 3 4 5

DFGP Hedge Fund Activity: Q2 2025 in Review

128 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Core Plus Fixed Income ETF (DFGP) for Q2 2025, worth a combined $1.38B — up 36% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFGP positions and 9 closed out — a net gain of 15 holders — while 68 added to existing stakes and 27 trimmed.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $41.9M. The largest seller was Raymond James Financial, cutting an estimated $5.16M.

  • 128 institutional investors held Dimensional Global Core Plus Fixed Income ETF (DFGP) as of Q2 2025, up from 115 in Q1 2025.
  • Funds reported $1.38B of Dimensional Global Core Plus Fixed Income ETF stock for Q2 2025, up 36% quarter-over-quarter.
  • 24 funds opened new Dimensional Global Core Plus Fixed Income ETF positions in Q2 2025 and 9 closed out, a net change of +15 holders.
  • The largest Dimensional Global Core Plus Fixed Income ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $41.9M added.
  • The largest Dimensional Global Core Plus Fixed Income ETF seller in Q2 2025 was Raymond James Financial, an estimated $5.16M sold.

Based on aggregated 13F filings for Q2 2025.