Who Owns Dimensional - Global Core Plus Fixed Income ETF (DFGP)?Hedge Fund & Institutional Holders

$54.06+0.26 (+0.48%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -6

Price History

$52.19$53.18$54.17$55.16$56.15Aug 24Jun 25Mar 26

DFGP — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Symmetry Partners, LLCNew Position+2.5M+$133.6B
BANK OF AMERICA CORP /DE/Increased+71K+$34.0B
MilWealth Group LLCNew Position+498K+$26.9B
Straight Path Wealth ManagementNew Position+436K+$23.6B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+374K+$20.0B
Midwest Heritage Bank, FSBNew Position+271K+$14.7B
TruNorth Capital Management, LLCNew Position+270K+$14.6B
MASECO LLPIncreased+262K+$9.5B
Gradient Capital Advisors, LLCNew Position+164K+$8.9B
BRIDGE GENERATIONS WEALTH MANAGEMENT LLCNew Position+160K+$8.6B
GRAND WEALTH MANAGEMENT, LLCNew Position+157K+$8.5B
WPWealth LLPIncreased+181K+$8.3B
Signature Resources Capital Management, LLCNew Position+143K+$7.8B
Beaird Harris Wealth Management, LLCIncreased+151K+$7.7B
Meredith Wealth PlanningNew Position+132K+$7.1B

DFGP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Mach-1 Financial Group, LLCClosed Position-605K-$33.6B
CITADEL ADVISORS LLCClosed Position-244K-$13.6B
Archer Investment Management, LLCDecreased-95K-$5.5B
NewEdge Advisors, LLCDecreased-15K-$4.4B
GREAT VALLEY ADVISOR GROUP, INC.Decreased-6K-$1.6B
GOLDMAN SACHS GROUP INCClosed Position-25K-$1.4B
MERCER GLOBAL ADVISORS INC /ADVDecreased-4K-$1.2B
OLD MISSION CAPITAL LLCClosed Position-18K-$1.0B
Brookstone Capital ManagementDecreased-350-$903.4M
Private Advisor Group, LLCDecreased-72-$421.0M
AlphaStar Capital Management, LLCClosed Position-6K-$339.2M
Brooklyn Investment GroupDecreased-122-$294.9M
UBS Group AGClosed Position-3K-$171.5M
O'SHAUGHNESSY ASSET MANAGEMENT, LLCDecreased-126-$109.8M
Spinnaker Investment Group, LLCDecreased-1K-$87.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MASECO LLP3,388,477$183.3B7.98%Share
2Symmetry Partners, LLC1,825,909$98.7B5.84%Share
3WPWealth LLP1,128,300$61.0B9.55%Share
4Ruedi Wealth Management, Inc.918,918$49.7B13.02%Share
5PENOBSCOT WEALTH MANAGEMENT858,974$46.4B14.36%Share
6CURIO WEALTH, LLC762,441$41.3B14.63%Share
7Integrity Advisory Solutions, LLC696,564$37.7B5.42%Share
8Symmetry Partners, LLC645,761$34.9B2.07%Share
9BANK OF AMERICA CORP /DE/631,708$34.0B2.47%Share
10INTEGRITY ALLIANCE, LLC.566,175$30.6B1.12%Share
11MilWealth Group LLC497,757$26.9B6.41%Share
12DiNuzzo Private Wealth, Inc.436,497$23.6B2.57%Share
13Straight Path Wealth Management435,642$23.6B6.35%Share
14Beaird Harris Wealth Management, LLC427,954$23.1B1.59%Share
15United Wealth Management, LLC370,008$20.0B5.18%Share
16COMMONWEALTH EQUITY SERVICES, LLC374,081$20.0B26.66%Share
17Wealth Advisors Northwest LLC294,929$15.9B7.07%Share
18Quantum Financial Advisors, LLC291,229$15.7B1.77%Share
19Midwest Heritage Bank, FSB271,104$14.7B5.06%Share
20TruNorth Capital Management, LLC270,401$14.6B2.77%Share
21Archer Investment Management, LLC176,015$9.5B5.12%Share
22GeoWealth Management, LLC179,680$9.0B0.33%Share
23Gradient Capital Advisors, LLC164,336$8.9B2.29%Share
24BRIDGE GENERATIONS WEALTH MANAGEMENT LLC159,541$8.6B5.34%Share
25GRAND WEALTH MANAGEMENT, LLC156,694$8.5B3.84%Share
26Signature Resources Capital Management, LLC143,343$7.8B3.92%Share
27Meredith Wealth Planning132,039$7.1B2.13%Share
28RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC113,913$6.2B2.20%Share
29OneDigital Investment Advisors LLC118,008$6.0B58.81%Share
30Krilogy Financial LLC91,446$5.0B0.17%Share
31Applied Capital LLC86,529$4.7B1.80%Share
32Farther Finance Advisors, LLC85,046$4.6B49.26%Share
33HFM Investment Advisors, LLC83,473$4.5B1.76%Share
34City State Bank70,767$3.8B1.05%Share
35International Private Wealth Advisors LLC67,287$3.6B2.29%Share
36MASTER'S WEALTH MANAGEMENT INC.63,993$3.5B1.24%Share
37Acorn Wealth Advisors, LLC62,301$3.4B1.00%Share
38Disciplined Investors, L.L.C.62,057$3.4B2.20%Share
39SAX WEALTH ADVISORS, LLC55,008$3.0B0.14%Share
40Wealthcare Advisory Partners LLC54,356$2.9B57.73%Share
41Foster Group, Inc.48,043$2.6B0.08%Share
42PFG Advisors46,809$2.5B0.12%Share
43Austin Private Wealth, LLC40,950$2.2B0.16%Share
44JPMORGAN CHASE & CO50,569$2.0B0.13%Share
45OSAIC HOLDINGS, INC.45,716$2.0B2.92%Share
46CITIGROUP INC38,085$2.0B0.88%Share
47Abel Hall, LLC46,253$2.0B0.47%Share
48Two West Capital Advisors LLC35,915$1.9B1.13%Share
49XY Planning Network, Inc.35,768$1.9B0.34%Share
50FIRETHORN WEALTH PARTNERS, LLC35,417$1.9B0.72%Share

DFGP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025157$966.9B+78
Q3 202579$820.3B-38
Q2 2025117$876.4B+4
Q1 2025113$604.1B+30
Q4 202483$24.0T+43
Q3 202440$330.5T+9
Q2 202431$283.5T+7
Q1 202424$288.0T—

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As of Q4 2025, 50 institutional investors hold DFGP (Dimensional - Global Core Plus Fixed Income ETF). The largest holder is MASECO LLP with $183.3B in shares. This quarter, 11 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own DFGP?

As of Q4 2025, 50 institutional investors report holding DFGP (Dimensional - Global Core Plus Fixed Income ETF) in their 13F filings.

Who is the largest institutional holder of DFGP?

The largest institutional holder of DFGP is MASECO LLP with $183.3B in shares.

Is institutional ownership of DFGP increasing or decreasing?

This quarter, 11 institutions opened new positions in DFGP and 6 closed their positions.