Dimensional Global Core Plus Fixed Income

DFGP • NASDAQ

Dimensional Global Core Plus Fixed Income is an exchange-traded fund on NASDAQ. As of Q3 2025, 138 institutional investors hold shares in this ETF, with total holdings valued at $1.4B. Forum Financial Management, LP is the largest holder with a position valued at $335.7M.

Overview

Overview of institutional ownership in DFGP as of Q3 2025

All Institutions

Institutions: 138
Value Held: $1.4B
Shares Held: 25.5M
Avg Position: $10.3M
Median Position: $2.0M

Hedge Funds

Hedge Funds: 1
Value Held: $13.6M
Shares Held: 244.1K
Avg Position: $13.6M
Median Position: $13.6M

Biggest Investors

Institutions with the largest positions in DFGP as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Forum Financial Management, LP RIA/Wealth	Jonathan Marichal Rogers CIO	$335.7M 4.59% of portfolio	6.0M shares	Q1 2024 Held for 1y 8m	$7.3B
V von Borstel & Associates, Inc. RIA/Wealth	Wayne Von Borstel Owner	$74.6M 12.03% of portfolio	1.3M shares	Q3 2024 Held for 1y 2m	$620.0M
Beacon Pointe Advisors, LLC RIA/Wealth	Shannon Elizabeth Eusey CEO	$62.6M 0.53% of portfolio	1.1M shares	Q3 2025 Held for 2 months	$11.8B
WPWealth LLP RIA/Wealth	John Westley Vallance Partner	$52.7M 8.62% of portfolio	947.6K shares	Q4 2024 Held for 11 months	$610.6M
Ruedi Wealth Management, Inc. RIA/Wealth	Paul Arthur Ruedi CEO	$46.9M 13.14% of portfolio	844.7K shares	Q4 2023 Held for 1y 11m	$357.2M
PENOBSCOT WEALTH MANAGEMENT RIA/Wealth	Craig Arthur Joncas CEO	$44.9M 14.40% of portfolio	807.5K shares	Q1 2024 Held for 1y 8m	$311.6M
Vestmark Advisory Solutions, Inc. Fund of Funds	Robert Guido Battista President	$41.9M 0.80% of portfolio	753.4K shares	Q4 2023 Held for 1y 11m	$5.2B
CURIO WEALTH, LLC RIA/Wealth	Lyn Ann Dippel CCO	$34.8M 14.30% of portfolio	626.7K shares	Q4 2024 Held for 11 months	$243.5M
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$33.8M 0.01% of portfolio	607.9K shares	Q4 2023 Held for 1y 11m	$341.99B
Mach-1 Financial Group, Inc. RIA/Wealth	Matthew Jordan Walters CEO	$33.6M 5.41% of portfolio	604.9K shares	Q3 2025 Held for 2 months	$621.8M

Net Capital Flow

Institutional buying and selling activity for DFGP in Q3 2025

Traded: +$241.3M
Buyers: 108
Sellers: 25
Total Bought: +$288.5M
Total Sold: −$47.2M
Avg Position: $9.7M

Biggest Buyers

Institution	Net Bought	Current Position
Beacon Pointe Advisors, LLC RIA/Wealth	+$62.6M +1.1M shares	$62.6M 1.1M shares
Mach-1 Financial Group, Inc. RIA/Wealth	+$33.6M +604.9K shares	$33.6M 604.9K shares
Integrity Advisory Solutions, LLC RIA/Wealth	+$33.6M +604.9K shares	$33.6M 604.9K shares
Integrated Wealth Concepts LLC RIA/Wealth	+$15.0M +270.3K shares	$15.0M 270.3K shares
MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth	+$12.6M +225.9K shares	$12.6M 225.9K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$12.4M +223.3K shares	$13.6M 244.1K shares
Beaird Harris Wealth Management, LLC RIA/Wealth	+$10.3M +185.2K shares	$15.4M 277.2K shares
Archford Capital Strategies, LLC RIA/Wealth	+$7.9M +142.2K shares	$7.9M 142.2K shares
Forum Financial Management, LP RIA/Wealth	+$7.7M +139.2K shares	$335.7M 6.0M shares
PARK AVENUE SECURITIES LLC RIA/Wealth	+$6.7M +120.8K shares	$6.7M 120.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
Vestmark Advisory Solutions, Inc. Fund of Funds	−$36.4M −655.7K shares	$41.9M 753.4K shares
AE Wealth Management LLC RIA/Wealth	−$3.5M −63.4K shares	$31.4M 565.6K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	−$2.5M −45.6K shares	Sold Off 0 shares
Goss Wealth Management LLC RIA/Wealth	−$2.1M −37.6K shares	$4.4M 78.5K shares
W Wise Wealth Partners RIA/Wealth	−$458.4K −8.2K shares	$1.7M 30.6K shares
HighTower Advisors, LLC RIA/Wealth	−$301.5K −5.5K shares	Sold Off 0 shares
Main Street Financial Solutions, LLC RIA/Wealth	−$289.2K −5.3K shares	Sold Off 0 shares
TOWNSQUARE CAPITAL LLC RIA/Wealth	−$285.7K −5.2K shares	Sold Off 0 shares
H Helen Stephens Group, LLC Institution	−$252.9K −4.6K shares	Sold Off 0 shares
M Modera Wealth Management, LLC RIA/Wealth	−$216.8K −3.9K shares	$11.1M 199.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DFGP in Q3 2025

New Positions: 19
New Value: $179.3M
Exited Positions: 8
Exited Value: $3.9M

New Positions

Institution	Position Value
Beacon Pointe Advisors, LLC RIA/Wealth	$62.6M 1.1M shares
Integrity Advisory Solutions, LLC RIA/Wealth	$33.6M 604.9K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$33.6M 604.9K shares
Integrated Wealth Concepts LLC RIA/Wealth	$15.0M 270.3K shares
MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth	$12.6M 225.9K shares
Archford Capital Strategies, LLC RIA/Wealth	$7.9M 142.2K shares
Hanson McClain, Inc. RIA/Wealth	$5.4M 97.2K shares
International Private Wealth Advisors LLC RIA/Wealth	$2.9M 51.3K shares
GOLDMAN SACHS GROUP INC Institution	$1.4M 25.3K shares
Tandem Financial, LLC RIA/Wealth	$1.1M 20.0K shares

Exited Positions

Institution	Previous Position
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$2.5M 45.6K shares
HighTower Advisors, LLC RIA/Wealth	$301.5K 5.5K shares
Main Street Financial Solutions, LLC RIA/Wealth	$289.2K 5.3K shares
TOWNSQUARE CAPITAL LLC RIA/Wealth	$285.7K 5.2K shares
H Helen Stephens Group, LLC Institution	$252.9K 4.6K shares
T TCFG WEALTH MANAGEMENT, LLC Institution	$204.4K 3.8K shares
J JONES FINANCIAL COMPANIES LLLP Institution	$106.9K 2.0K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$14.7K 270.0 shares

Options Activity

Institutions with the largest Call and Put options positions in DFGP as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DFGP as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
PENOBSCOT WEALTH MANAGEMENT RIA/Wealth	Craig Arthur Joncas CEO	14.40% $44.9M	807.5K shares	Q1 2024 Held for 1y 8m	$311.6M
CURIO WEALTH, LLC RIA/Wealth	Lyn Ann Dippel CCO	14.30% $34.8M	626.7K shares	Q4 2024 Held for 11 months	$243.5M
Ruedi Wealth Management, Inc. RIA/Wealth	Paul Arthur Ruedi CEO	13.14% $46.9M	844.7K shares	Q4 2023 Held for 1y 11m	$357.2M
V von Borstel & Associates, Inc. RIA/Wealth	Wayne Von Borstel Owner	12.03% $74.6M	1.3M shares	Q3 2024 Held for 1y 2m	$620.0M
Archer Investment Management, LLC RIA/Wealth	Richard James Archer President	9.24% $15.0M	270.7K shares	Q4 2024 Held for 11 months	$162.8M
WPWealth LLP RIA/Wealth	John Westley Vallance Partner	8.62% $52.7M	947.6K shares	Q4 2024 Held for 11 months	$610.6M
MASTER'S WEALTH MANAGEMENT INC. RIA/Wealth	Lyle E Hershey CEO	7.63% $17.6M	316.3K shares	Q4 2024 Held for 11 months	$230.4M
McCarthy Grittinger Financial Group, LLC RIA/Wealth	Matthew T. Miler Managing Partner	6.48% $26.6M	478.6K shares	Q4 2023 Held for 1y 11m	$410.3M
Straight Path Wealth Management RIA/Wealth	Matthew Brian Boersen President	6.41% $22.8M	410.7K shares	Q3 2024 Held for 1y 2m	$355.9M
W Wealth Advisors Northwest LLC Institution	-	6.25% $12.9M	232.6K shares	Q4 2024 Held for 11 months	$206.8M

Hedge Fund Spotlight

Discover hedge funds investing in DFGP

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Dimensional Global Core Plus Fixed Income

Market Value: $13.6M
Shares Held: 244.1K
Portfolio Weight: 0.01%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%