Who owns DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF?
- Ticker: DFGP
- CUSIP Number: 25434v583
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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 | 6.5M | $353M | 4% | Mar 2026 |
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| Maseco | 3.9M | $208M | 14% | Mar 2026 |
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| Symmetry Partner | 2.5M | $137M | 3% | Mar 2026 |
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| von Borstel & Associates | 1.5M | $82M | 10% | Mar 2026 |
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| WPWealth | 1.2M | $64M | 5% | Mar 2026 |
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| Beacon Pointe Advisors | 1.2M | $64M | 4% | Dec 2025 |
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| Ruedi Wealth Management | 993k | $54M | 8% | Mar 2026 |
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| Penobscot Wealth Management | 905k | $49M | 5% | Mar 2026 |
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| Vestmark Advisory Solutions | 858k | $46M | 2% | Mar 2026 |
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| Curio Wealth | 838k | $45M | 10% | Mar 2026 |
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| Integrity Advisory Solutions | 781k | $42M | 12% | Mar 2026 |
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| Envestnet Asset Management | 685k | $37M | 6% | Mar 2026 |
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| Integrity Alliance | 616k | $33M | 9% | Mar 2026 |
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| Bank of America Corporation | 615k | $33M | 100% | Mar 2026 |
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| TCI Wealth Advisors | 615k | $33M | 2% | Mar 2026 |
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| AE Wealth Management | 584k | $32M | 3% | Mar 2026 |
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| McCarthy Grittinger Financial Group | 512k | $28M | 3% | Mar 2026 |
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| Straight Path Wealth Management | 489k | $26M | 12% | Mar 2026 |
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| DiNuzzo Private Wealth | 460k | $25M | 5% | Mar 2026 |
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| RFG Advisory | 439k | $24M | 5% | Mar 2026 |
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| Beaird Harris Wealth Management | 428k | $23M | 54% | Dec 2025 |
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| United Wealth Management | 424k | $23M | 15% | Mar 2026 |
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| Commonwealth Equity Services | 397k | $21M | 6% | Mar 2026 |
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| Midwest Heritage Bank | 346k | $19M | 28% | Mar 2026 |
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| Wealth Advisors Northwest | 331k | $18M | 12% | Mar 2026 |
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| Quantum Financial Advisors | 324k | $18M | 11% | Mar 2026 |
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| Moneta Group Investment Advisors | 298k | $16M | 20% | Mar 2026 |
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| Integrated Wealth Concepts | 288k | $16M | 2% | Mar 2026 |
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| Stolz & Associates, Ps | 279k | $15M | 68% | Mar 2026 |
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| TruNorth Capital Management | 277k | $15M | 2% | Mar 2026 |
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| Savant Capital Management | 218k | $12M | 61% | Mar 2026 |
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| Gradient Capital Advisors | 217k | $12M | 32% | Mar 2026 |
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| Wheels Up Wealth | 214k | $12M | 100% | Mar 2026 |
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| Hanson McClain Advisors | 211k | $11M | 117% | Dec 2025 |
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| GeoWealth Management | 207k | $11M | 15% | Mar 2026 |
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| Dynamic Advisors Solutions | 200k | $11M | 10% | Mar 2026 |
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| Meredith Wealth Planning | 198k | $11M | 50% | Mar 2026 |
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| Modera Wealth Management | 188k | $10M | 0% | Mar 2026 |
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| Ubs Global Asset Management Americas | 185k | $10M | 100% | Mar 2026 |
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| Archford Capital Strategies | 184k | $10M | 22% | Mar 2026 |
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| Grand Wealth Management | 181k | $9.8M | 15% | Mar 2026 |
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| Fort Vancouver Investment Management | 168k | $9.1M | 100% | Mar 2026 |
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| Bridge Generations Wealth Management | 162k | $8.8M | 2% | Mar 2026 |
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| Park Avenue Securities | 159k | $8.6M | 20% | Mar 2026 |
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| Signature Resources Capital Management | 157k | $8.5M | 10% | Mar 2026 |
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| AA Financial Advisors | 153k | $8.3M | 100% | Mar 2026 |
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| CSP Financial Group | 151k | $8.2M | 100% | Mar 2026 |
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| Kestra Advisory Services | 143k | $7.7M | 6% | Mar 2026 |
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| Betterment | 142k | $7.7M | 15% | Dec 2025 |
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| Resources Investment Advisors | 131k | $7.1M | 11% | Mar 2026 |
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| Red Lighthouse Investment Management | 127k | $6.8M | 11% | Mar 2026 |
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| Farther Finance Advisors | 126k | $6.8M | 48% | Mar 2026 |
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| Tru Independence Asset Management 2 | 125k | $6.7M | 5% | Mar 2026 |
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| Mariner Wealth Advisors | 119k | $6.4M | 6% | Mar 2026 |
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| Applied Capital | 118k | $6.4M | 36% | Mar 2026 |
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| Vestia Personal Wealth Advisors | 113k | $5.4M | 100% | Mar 2026 |
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| Action Point Financial Planning | 112k | $6.1M | 100% | Mar 2026 |
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| One Degree Advisors | 98k | $5.3M | 7% | Mar 2026 |
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| Krilogy Financial | 96k | $5.2M | 5% | Mar 2026 |
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| HFM Investment Advisors | 93k | $5.0M | 12% | Mar 2026 |
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| marrick wealth | 89k | $4.8M | 100% | Mar 2026 |
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| LPL Financial | 88k | $4.8M | 16% | Mar 2026 |
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| City State Bank | 88k | $4.7M | 24% | Mar 2026 |
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| International Private Wealth Advisors | 84k | $4.5M | 25% | Mar 2026 |
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| 55 North Private Wealth | 81k | $4.4M | 2% | Mar 2026 |
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| Schwarz Dygos Wheeler Investment Advisors | 77k | $4.1M | 11% | Mar 2026 |
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| Wealthcare Advisory Partners | 67k | $3.6M | 24% | Mar 2026 |
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| Professional Financial Advisors | 66k | $3.5M | 100% | Mar 2026 |
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| Advisor Group Holdings | 66k | $3.5M | 44% | Dec 2025 |
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| Disciplined Investors | 65k | $3.5M | 4% | Mar 2026 |
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| Goss Wealth Management | 63k | $63k | -2% | Mar 2026 |
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| Acorn Wealth Advisors | 58k | $3.2M | -6% | Mar 2026 |
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| Citigroup | 56k | $3.0M | 100% | Mar 2026 |
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| Master's Wealth Management | 55k | $3.0M | -14% | Mar 2026 |
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| Sax Wealth Advisors | 55k | $3.0M | 0% | Mar 2026 |
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| Merit Financial Group | 52k | $2.8M | -18% | Mar 2026 |
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| PFG Advisors | 52k | $2.8M | 11% | Mar 2026 |
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| Branch Banking & Trust Company | 52k | $2.8M | -6% | Mar 2026 |
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| HPM Partners | 47k | $2.5M | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 47k | $2.5M | 39% | Mar 2026 |
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| Foster Group | 46k | $2.5M | -4% | Mar 2026 |
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| Abel Hall | 46k | $2.5M | 0% | Mar 2026 |
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| Austin Private Wealth | 41k | $2.2M | 9% | Dec 2025 |
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| Nwam | 41k | $2.2M | 24% | Mar 2026 |
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| Keating Financial Advisory Services | 40k | $2.1M | 100% | Mar 2026 |
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| Two West Capital Advisors | 39k | $2.1M | 9% | Mar 2026 |
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| XY Planning Network | 37k | $2.0M | 3% | Mar 2026 |
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| American Investment Services | 36k | $1.9M | 5% | Mar 2026 |
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| Foundry Financial | 35k | $1.9M | 100% | Mar 2026 |
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| Firethorn Wealth Partners | 34k | $1.8M | -4% | Mar 2026 |
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| Change Path | 33k | $1.8M | -4% | Mar 2026 |
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| Great Valley Advisor Group | 30k | $1.6M | 31% | Mar 2026 |
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| Parkwoods Wealth Partners | 28k | $1.5M | 28% | Mar 2026 |
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| Prime Capital Investment Advisors | 26k | $1.4M | 1% | Mar 2026 |
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| Mml Investors Services | 26k | $1.4M | -14% | Mar 2026 |
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| Kane Co Wealth Management | 25k | $1.4M | 12% | Mar 2026 |
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| Apella Capital | 25k | $1.4M | 56% | Mar 2026 |
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| Vantage Point Financial | 24k | $1.3M | 4% | Mar 2026 |
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| Excelsior Advisor Network | 23k | $1.3M | 100% | Mar 2026 |
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| Triad Wealth Partners | 23k | $1.3M | 16% | Mar 2026 |
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| Private Advisor | 22k | $1.2M | 198% | Mar 2026 |
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| Alpha Financial Advisors | 20k | $1.1M | 58% | Mar 2026 |
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| Tandem Financial | 20k | $1.1M | 100% | Mar 2026 |
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| Wells Fargo & Company | 19k | $1.0M | 1070% | Mar 2026 |
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| Brookstone Capital Management | 18k | $975k | 13% | Mar 2026 |
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| Shearwater Capital | 17k | $927k | 5% | Mar 2026 |
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| Vested Financial Planning | 17k | $927k | 4% | Mar 2026 |
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| Arkadios Wealth Advisors | 17k | $909k | 0% | Mar 2026 |
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| Ambassador Advisors | 17k | $890k | 10% | Mar 2026 |
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| Mutual Advisors | 16k | $867k | 27% | Mar 2026 |
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| Sterling Wealth Management | 15k | $824k | 100% | Mar 2026 |
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| Aurelius Family Office | 15k | $815k | -1% | Mar 2026 |
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| Diversify Wealth Management | 15k | $793k | 100% | Mar 2026 |
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| Rsm Us Wealth Management | 11k | $596k | 100% | Mar 2026 |
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| Donalies Financial Planning | 11k | $591k | 100% | Mar 2026 |
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| Daner Wealth Management | 11k | $582k | 27% | Mar 2026 |
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| CLS Investments | 11k | $576k | 20% | Mar 2026 |
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| Buckingham Strategic Partners | 9.5k | $515k | 40% | Mar 2026 |
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| Plan | 9.3k | $506k | 11% | Mar 2026 |
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| Sei Investments | 8.5k | $458k | 39% | Mar 2026 |
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| Holistic Planning | 8.1k | $436k | 100% | Mar 2026 |
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| Mercer Global Advisors | 8.0k | $433k | -53% | Mar 2026 |
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| Virtu Financial | 7.6k | $410k | 100% | Dec 2025 |
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| Fisher Investments | 7.5k | $405k | 100% | Mar 2026 |
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| Aegis Wealth Management | 7.4k | $398k | 4% | Mar 2026 |
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| First Financial Group Corp | 7.3k | $395k | 100% | Mar 2026 |
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| Savvy Advisors | 7.1k | $383k | -1% | Mar 2026 |
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| Johnson Wealth Management | 6.7k | $362k | 100% | Mar 2026 |
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| Clarity Capital Advisors | 6.6k | $356k | 0% | Mar 2026 |
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| Werba Rubin Papier Wealth Management | 5.9k | $316k | 28% | Mar 2026 |
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| Vise Technologies | 5.5k | $296k | 0% | Mar 2026 |
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| Accurate Wealth Management | 5.4k | $293k | 100% | Mar 2026 |
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| Timonier Family Office | 5.2k | $284k | -8% | Dec 2025 |
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| Axis Wealth Partners | 5.2k | $282k | 23% | Mar 2026 |
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| Concord Wealth Partners | 5.1k | $275k | 0% | Mar 2026 |
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| Royal Bank of Canada | 4.9k | $265k | 667% | Mar 2026 |
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| SwitchPoint Financial Planning | 4.8k | $261k | 0% | Mar 2026 |
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| Advyzon Investment Management | 4.6k | $250k | 3% | Mar 2026 |
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| IFG Advisory | 4.5k | $242k | 100% | Mar 2026 |
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| Index Fund Advisors | 4.5k | $241k | 0% | Mar 2026 |
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| Everest Financial Group | 4.4k | $239k | 100% | Mar 2026 |
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| Victory Financial Group | 4.3k | $234k | 4% | Mar 2026 |
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| Skopos Labs | 4.2k | $228k | -18% | Mar 2026 |
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| Rehmann Capital Advisory | 4.2k | $226k | 4% | Mar 2026 |
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| Stratos Wealth Partners | 4.2k | $225k | 100% | Mar 2026 |
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| Brookwood Investment Group | 4.0k | $215k | 100% | Mar 2026 |
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| BankChampaign, National Association | 3.5k | $188k | 596% | Mar 2026 |
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| Clarity Asset Management | 3.2k | $175k | 100% | Mar 2026 |
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| Harbour Investments | 2.7k | $148k | 100% | Mar 2026 |
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| Assetmark | 1.8k | $97k | 100% | Mar 2026 |
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| O'shaughnessy Asset Management | 242.00 | $13k | -87% | Mar 2026 |
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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 |
|---|---|---|---|
| Jane Street | Dec 2025 | 242k | $13M |
| Archer Investment Management | Dec 2025 | 176k | $9.5M |
| Thrivent Financial for Lutherans | Dec 2025 | 99k | $5.4M |
| Wolfstich Capital | Dec 2025 | 87k | $4.7M |
| Kestra Investment Management | Dec 2025 | 57k | $3.1M |
| Jpmorgan Chase & Co | Sep 2025 | 45k | $2.5M |
| Investor's Fiduciary Advisor Network | Dec 2025 | 19k | $998k |
| Old Mission Capital | Sep 2025 | 18k | $1.0M |
| Equita Financial Network | Dec 2025 | 18k | $990k |
| Diversify Advisory Services | Dec 2025 | 13k | $701k |
| Wealth Enhancement Advisory Services | Dec 2025 | 8.5k | $459k |
| Ameritas Advisory Services | Dec 2025 | 6.4k | $347k |
| Spinnaker Investment Group | Dec 2025 | 5.1k | $277k |
| Creative Planning | Dec 2025 | 4.3k | $234k |
| Hartland & Co | Dec 2025 | 4.2k | $228k |