Who owns DFGP?
Dimensional Global Core Plus Fixed Income ETF · Dimensional
184 institutions reported holding DFGP, worth $2.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DFGP
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Forum Financial Management, LP | Lombard, IL | $370.7M | 6,807,681 | +267,318 shares |
| Maseco LLP | London, United Kingdom | $223.7M | 4,107,724 | +257,087 shares |
| Symmetry Partners, LLC | Glastonbury, CT | $136.1M | 2,499,991 | −41,962 shares |
| von Borstel & Associates, Inc. | The Dalles, OR | $88.0M | 1,616,680 | +90,718 shares |
| Beacon Pointe Advisors, LLC | Newport Beach, CA | $63.7M | 1,170,296 | −14,160 shares |
| WPWealth LLP | Fort Worth, TX | $58.6M | 1,076,585 | −111,346 shares |
| Ruedi Wealth Management, Inc. | Champaign, IL | $57.4M | 1,053,280 | +60,240 shares |
| Curio Wealth, LLC | Annapolis, MD | $50.7M | 930,622 | +92,615 shares |
| Integrity Advisory Solutions, LLC | Dallas, TX | $49.9M | 916,984 | +136,415 shares |
| Vestmark Advisory Solutions, Inc. | Wakefield, MA | $46.7M | 857,514 | No change |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DFGP?
184 institutional managers reported holding DFGP in Form 13F filings for June 30, 2026, worth $2.3B in total. The largest reported position was held by Forum Financial Management, LP, at $370.7M.
Did institutions buy or sell DFGP last quarter?
Reported 13F value rose 14.2% from March 31, 2026, which includes price moves as well as buying and selling. 26 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DFGP ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.