Who owns DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF?
- Ticker: DFGP
- CUSIP Number: 25434v583
Tip: Access positions for across all investors
Analyze quarterly positions in Dimensional Global Core Plus Fixed Income Etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Dimensional Global Core Plus Fixed Income Etf stock
Who bought or sold DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Forum Financial Management | 5.4M | $287M | 3% | Dec 2024 |
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| Jentner | 963k | $51M | 14% | Dec 2024 |
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| Penobscot Wealth Management | 625k | $33M | 567% | Dec 2024 |
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| Vestmark Advisory Solutions | 623k | $33M | 7% | Dec 2024 |
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| von Borstel & Associates | 572k | $32M | 100% | Sep 2024 |
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| AE Wealth Management | 512k | $27M | 9% | Dec 2024 |
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| Bank of America Corporation | 510k | $27M | 15% | Dec 2024 |
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| Ruedi Wealth Management | 478k | $26M | 68% | Sep 2024 |
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| McCarthy Grittinger Financial Group | 456k | $24M | 4% | Dec 2024 |
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| TCI Wealth Advisors | 440k | $23M | 4% | Dec 2024 |
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| Curio Wealth | 388k | $21M | 100% | Dec 2024 |
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| Straight Path Wealth Management | 367k | $19M | 4% | Dec 2024 |
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| Commonwealth Equity Services | 350k | $19M | 7% | Dec 2024 |
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| DiNuzzo Private Wealth | 298k | $16M | 14% | Dec 2024 |
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| United Wealth Management | 278k | $15M | 100% | Dec 2024 |
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| Goss Wealth Management | 277k | $15M | -1% | Dec 2024 |
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| Master's Wealth Management | 275k | $15M | 100% | Dec 2024 |
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| Envestnet Asset Management | 267k | $14M | 23% | Dec 2024 |
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| Archer Investment Management | 252k | $13M | 100% | Dec 2024 |
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| Aveo Capital Partners | 226k | $12M | 100% | Dec 2024 |
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| Bridge Generations Wealth Management | 183k | $9.7M | 100% | Dec 2024 |
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| Quantum Financial Advisors | 170k | $9.0M | 40% | Dec 2024 |
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| Modera Wealth Management | 168k | $8.9M | 100% | Dec 2024 |
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| Annapolis Financial Services | 143k | $7.9M | 19% | Sep 2024 |
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| Midwest Heritage Bank | 126k | $6.6M | 564% | Dec 2024 |
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| Jane Street | 94k | $4.9M | 138% | Dec 2024 |
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| Sanctuary Wealth Management | 92k | $4.9M | 53% | Dec 2024 |
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| Citadel Advisors | 80k | $4.2M | 1290% | Dec 2024 |
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| Wealth Advisors Northwest | 79k | $4.2M | 100% | Dec 2024 |
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| Kestra Advisory Services | 74k | $3.9M | 70% | Dec 2024 |
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| Acorn Wealth Advisors | 74k | $3.9M | 17% | Dec 2024 |
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| Grand Wealth Management | 69k | $3.6M | 55% | Dec 2024 |
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| Resources Investment Advisors | 66k | $3.5M | -8% | Dec 2024 |
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| Meredith Wealth Planning | 64k | $3.4M | 25% | Dec 2024 |
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| One Degree Advisors | 63k | $3.5M | 100% | Sep 2024 |
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| Jpmorgan Chase & Co | 54k | $2.9M | 5% | Dec 2024 |
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| Abel Hall | 54k | $2.9M | 5% | Dec 2024 |
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| Branch Banking & Trust Company | 53k | $2.8M | 3% | Dec 2024 |
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| Schwarz Dygos Wheeler Investment Advisors | 52k | $2.8M | 8% | Dec 2024 |
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| Old Mission Capital | 51k | $2.7M | 810% | Dec 2024 |
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| Tru Independence Asset Management 2 | 48k | $2.5M | 222% | Dec 2024 |
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| Krilogy Financial | 47k | $2.5M | 13% | Dec 2024 |
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| Disciplined Investors | 46k | $2.4M | 100% | Dec 2024 |
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| Applied Capital | 42k | $2.2M | 22% | Dec 2024 |
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| Red Lighthouse Investment Management | 37k | $2.0M | 85% | Dec 2024 |
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| Firethorn Wealth Partners | 37k | $1.9M | 9% | Dec 2024 |
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| Betterment | 36k | $1.9M | 207% | Dec 2024 |
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| GeoWealth Management | 31k | $1.6M | 112% | Dec 2024 |
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| Park Avenue Securities | 28k | $1.5M | 100% | Dec 2024 |
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| Change Path | 28k | $1.5M | 32% | Dec 2024 |
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| American Investment Services | 27k | $1.4M | 2% | Dec 2024 |
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| Sax Wealth Advisors | 23k | $1.2M | 195% | Dec 2024 |
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| Tcfg Wealth Management | 23k | $1.2M | 3% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 23k | $1.2M | 194% | Dec 2024 |
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| Two West Capital Advisors | 22k | $1.2M | 8% | Dec 2024 |
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| Citigroup | 21k | $1.1M | 143% | Dec 2024 |
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| City State Bank | 20k | $1.1M | 129% | Dec 2024 |
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| WPWealth | 20k | $1.0M | 100% | Dec 2024 |
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| Austin Private Wealth | 18k | $948k | 100% | Dec 2024 |
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| Cambridge Investment Research Advisors | 15k | $804k | 119% | Dec 2024 |
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| IFG Advisory | 15k | $15k | 100% | Dec 2024 |
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| Aurelius Family Office | 12k | $654k | 100% | Dec 2024 |
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| Raymond James & Associates | 11k | $627k | 100% | Sep 2024 |
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| Timonier Family Office | 11k | $589k | 100% | Dec 2024 |
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| Apella Capital | 10k | $529k | 100% | Dec 2024 |
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| Townsquare Capital | 9.9k | $522k | 100% | Dec 2024 |
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| Merit Financial Group | 8.0k | $424k | 100% | Dec 2024 |
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| Lane & Associates | 7.5k | $396k | 81% | Dec 2024 |
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| LPL Financial | 7.3k | $388k | 10% | Dec 2024 |
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| Nwam | 7.0k | $367k | 15% | Dec 2024 |
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| Alpha Financial Advisors | 6.9k | $364k | 25% | Dec 2024 |
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| Ambassador Advisors | 6.7k | $352k | 17% | Dec 2024 |
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| Shearwater Capital | 5.8k | $307k | 45% | Dec 2024 |
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| Fairhaven Wealth Management | 5.4k | $283k | 100% | Dec 2024 |
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| Thrivent Financial for Lutherans | 5.3k | $279k | 100% | Dec 2024 |
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| Gradient Capital Advisors | 5.1k | $272k | 100% | Dec 2024 |
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| PBMares Wealth Management | 5.0k | $263k | 9% | Dec 2024 |
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| RCS Financial Planning | 4.8k | $255k | 100% | Dec 2024 |
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| Index Fund Advisors | 4.8k | $254k | 22% | Dec 2024 |
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| Main Street Financial Solutions | 4.7k | $246k | 100% | Dec 2024 |
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| Orion Portfolio Solutions | 4.6k | $245k | 27% | Dec 2024 |
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| Great Valley Advisor Group | 4.5k | $235k | 100% | Dec 2024 |
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| Farther Finance Advisors | 4.4k | $233k | 217% | Dec 2024 |
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| Plan | 4.4k | $231k | 100% | Dec 2024 |
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| Aspire Private Capital | 4.3k | $227k | 2% | Dec 2024 |
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| Aegis Wealth Management | 4.1k | $216k | 100% | Dec 2024 |
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| Mattern Wealth Management | 4.1k | $215k | -76% | Dec 2024 |
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| Helen Stephens Group | 3.9k | $207k | 6% | Dec 2024 |
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| Huntington National Bank | 3.9k | $205k | 100% | Dec 2024 |
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| Rehmann Capital Advisory | 3.9k | $205k | 100% | Dec 2024 |
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| Savvy Advisors | 3.8k | $201k | 100% | Dec 2024 |
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| Concord Wealth Partners | 3.6k | $188k | 100% | Dec 2024 |
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| Phillips Financial Management | 2.2k | $115k | 0% | Dec 2024 |
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| Coston, McIsaac & Partners | 1.8k | $92k | 178% | Dec 2024 |
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| Aspire Wealth Management Corp | 1.7k | $95k | 100% | Sep 2024 |
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| Oliver Lagore Vanvalin Investment Group | 1.4k | $75k | 11% | Sep 2024 |
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| Kestra Investment Management | 1.1k | $56k | 100% | Dec 2024 |
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| EverSource Wealth Advisors | 732.00 | $39k | 100% | Dec 2024 |
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| Brian McDonald | 518.00 | $27k | 2% | Dec 2024 |
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| Advisor Group Holdings | 427.00 | $23k | -79% | Dec 2024 |
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| IFP Advisors | 227.00 | $12k | 100% | Dec 2024 |
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| UMA Financial Services | 194.00 | $10k | 100% | Dec 2024 |
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| Royal Bank of Canada | 136.00 | $7.0k | -92% | Dec 2024 |
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| O'shaughnessy Asset Management | 47.00 | $2.5k | 100% | Dec 2024 |
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| Aspect Partners | 33.00 | $1.7k | 100% | Dec 2024 |
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Who sold out of Dimensional Global Core Plus Fixed Income Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| B.O.S.S. Retirement Advisors | Sep 2024 | 18k | $1.0M |
| Virtu Financial | Sep 2024 | 15k | $834k |
| Keel Point | Sep 2024 | 6.9k | $381k |
| Nemes Rush Group | Jun 2024 | 162.00 | $8.6k |
| Morgan Stanley | Sep 2024 | 33.00 | $1.8k |