Who Owns DFGP?
Dimensional - Global Core Plus Fixed Income ETF — Institutional Ownership & 13F Holdings
$54.43
+0.12 (+0.23%)
Market Cap
$2.3B
Shares Outstanding
42,910,694
Institutional Holders
113
Total Inst. Value
$981.8M
% of Float Held
—
QoQ Holder Change
+89
Institutional data as of Q1 2025
New Positions
41
Closed Positions
11
Increased
51
Decreased
17
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Forum Financial Management, LP | $300.1M | 5,616,220 |
| 2 | von Borstel & Associates, Inc. | $62.2M | 1,163,407 |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $54.6M | 1,022 |
| 4 | Jentner Corp | $54.4M | 1,017,736 |
| 5 | Ruedi Wealth Management, Inc. | $42.0M | 786,263 |
| 6 | PENOBSCOT WEALTH MANAGEMENT | $35.9M | 672,825 |
| 7 | Vestmark Advisory Solutions, Inc. | $33.4M | 625,951 |
| 8 | AE Wealth Management LLC | $29.1M | 543,953 |
| 9 | BANK OF AMERICA CORP /DE/ | $25.4M | 475,377 |
| 10 | MilWealth Group LLCNew | $24.9M | 466,435 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Forum Financial Management, LP | +347K | $300.1M |
| von Borstel & Associates, Inc. | +277K | $62.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +1K | $54.6M |
| Jentner Corp | +54K | $54.4M |
| Ruedi Wealth Management, Inc. | +34K | $42.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CURIO WEALTH, LLC | -388K | $20.8M |
| NewEdge Advisors, LLC | -144K | $7.1M |
| CITADEL ADVISORS LLC | -47K | $2K |
| JANE STREET GROUP, LLC | -43K | $2.7M |
| OLD MISSION CAPITAL LLC | -40K | $604K |
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Frequently Asked Questions
How many institutional investors hold DFGP?
As of Q1 2025, 113 institutional investors report holding DFGP (Dimensional - Global Core Plus Fixed Income ETF) in their 13F filings.
Which hedge fund owns the most DFGP?
The largest institutional holder of DFGP is Forum Financial Management, LP with $300.1M in shares.
Are institutions buying or selling DFGP?
This quarter, 41 institutions opened new positions in DFGP and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.