Dimensional GLBL Core PL FixDFGPETF
13F holders, Q2 2026 (June 30)185holders +9
20new positions
10sold out
$54.25avg. 13F price*
At the end of Q2 2026, 185 institutions reported holding Dimensional GLBL Core PL Fix (DFGP) in their 13F filings, up 9 from Q1 2026. 20 opened new positions and 10 sold out. The largest holders were Forum Financial Management, LP ($370.7M), Maseco LLP ($223.7M) and Symmetry Partners, LLC ($136.1M).
- Company
- Dimensional GLBL Core PL Fix
- CUSIP
- 25434V583
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $64.8M |
| Exits | 10 | $3.3M |
All 13F filers, Q1 2026 → Q2 2026: 4,668,529 shares bought and 587,810 shares sold, net +4,080,719 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 185 holders
| Forum Financial Management, LP | 4.76% | Add +4.1% | 6,807,681 | $370.7M |
| Maseco LLP | 6.29% | Add +6.7% | 4,107,724 | $223.7M |
| Symmetry Partners, LLC | 6.94% | Reduce -1.6% | 2,499,991 | $136.1M |
| von Borstel & Associates, Inc. | 18.05% | Add +5.9% | 1,616,680 | $88.0M |
| Beacon Pointe Advisors, LLC | 0.30% | Reduce -1.2% | 1,170,296 | $63.7M |
| WPWealth LLP | 8.70% | Reduce -9.4% | 1,076,585 | $58.6M |
| Ruedi Wealth Management, Inc. | 13.46% | Add +6.1% | 1,053,280 | $57.4M |
| Curio Wealth, LLC | 15.73% | Add +11.1% | 930,622 | $50.7M |
| Integrity Advisory Solutions, LLC | 5.14% | Add +17.5% | 916,984 | $49.9M |
| Vestmark Advisory Solutions, Inc. | 0.44% | No change | 857,514 | $46.7M |
| Penobscot Wealth Management | 12.26% | Reduce -7.0% | 841,792 | $45.8M |
| Beaird Harris Wealth Management, LLC | 2.54% | Add +17.5% | 743,391 | $40.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.0% | 712,638 | $38.8M |
| Bank of America Corp. | 0.00% | Add +15.3% | 708,687 | $38.6M |
| TCI Wealth Advisors, Inc. | 1.62% | Add +11.5% | 685,446 | $37.3M |
| Integrity Alliance, Llc. | 1.11% | Add +5.5% | 649,402 | $35.4M |
| AE Wealth Management LLC | 0.15% | Add +4.7% | 610,795 | $33.3M |
| Allworth Financial LP | 0.14% | Add +37.2% | 597,304 | $32.5M |
| MilWealth Group LLC | 6.46% | Add +8.6% | 556,533 | $30.3M |
| Wealth Advisors Northwest LLC | 10.00% | Add +62.9% | 538,423 | $29.3M |
| Straight Path Wealth Management | 6.59% | Add +5.8% | 517,408 | $28.2M |
| DiNuzzo Private Wealth, Inc. | 2.71% | Add +9.2% | 502,670 | $27.4M |
| Jones Financial Companies LLLP | 0.01% | New | 482,694 | $26.4M |
| RFG Advisory, LLC | 0.39% | Add +5.3% | 461,737 | $25.1M |
| United Wealth Management, LLC | 5.50% | Add +5.8% | 448,547 | $24.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +9.9% | 436,461 | $23.8M |
| Quantum Financial Advisors, LLC | 2.11% | Add +20.9% | 392,244 | $21.4M |
| Stolz & Associates, PS | 12.94% | Add +36.6% | 380,781 | $20.7M |
| Midwest Heritage Bank, FSB | 5.56% | Add +4.2% | 360,392 | $19.6M |
| Moneta Group Investment Advisors LLC | 0.13% | Add +8.1% | 322,380 | $17.6M |
| Outbound Financial Inc | 10.85% | Add +8.7% | 307,636 | $16.8M |
| TruNorth Capital Management, LLC | 2.61% | Add +7.8% | 298,155 | $16.2M |
| Integrated Wealth Concepts LLC | 0.11% | Add +3.4% | 297,299 | $16.2M |
| Savant Capital, LLC | 0.05% | Add +31.0% | 285,337 | $15.5M |
| Gradient Capital Advisors, LLC | 2.96% | Add +8.2% | 234,833 | $12.8M |
| Wheels Up Wealth, Inc. | 10.55% | Add +6.7% | 228,468 | $12.4M |
| Meredith Wealth Planning | 2.94% | Add +15.4% | 228,393 | $12.4M |
| GeoWealth Management, LLC | 0.37% | Add +3.3% | 213,656 | $11.6M |
| Dynamic Advisor Solutions LLC | 0.31% | Reduce -1.2% | 197,120 | $10.7M |
| Grand Wealth Management, LLC | 4.47% | Add +8.9% | 196,912 | $10.7M |
| Old Mission Capital LLC | 0.27% | New | 192,871 | $10.5M |
| Archford Capital Strategies, LLC | 1.06% | Add +3.9% | 191,581 | $10.4M |
| Modera Wealth Management, LLC | 0.11% | Reduce -0.9% | 186,495 | $10.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 184,792 | $10.1M |
| Fort Vancouver Investment Management, LLC | 4.67% | Add +9.0% | 183,660 | $10.0M |
| Signature Resources Capital Management, LLC | 3.75% | Add +11.0% | 174,708 | $9.5M |
| Fiduciary Financial Advisors | 0.96% | Add +54.1% | 173,102 | $9.4M |
| Betterment LLC | 0.02% | Add +9.0% | 170,324 | $9.3M |
| Apella Capital, LLC | 0.13% | Add +573.3% | 167,820 | $9.1M |
| CSP Financial Group, LLC | 7.72% | Add +10.1% | 166,233 | $9.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +14.3% | 163,638 | $8.9M |
| Vestia Personal Wealth Advisors | 3.35% | Add +181.7% | 319,534 | $8.6M |
| OneDigital Investment Advisors LLC | 0.07% | Add +20.1% | 157,662 | $8.6M |
| Bridge Generations Wealth Management LLC | 4.36% | Reduce -3.2% | 156,964 | $8.5M |
| Kings Path Partners LLC | 2.21% | Add +6.7% | 152,709 | $8.3M |
| AA Financial Advisors, LLC | 0.98% | Reduce -1.8% | 150,128 | $8.2M |
| LPL Financial LLC | 0.00% | Add +66.1% | 146,512 | $8.0M |
| Park Avenue Securities LLC | 0.05% | Reduce -9.4% | 143,923 | $7.8M |
| Red Lighthouse Investment Management, LLC | 2.26% | Add +10.1% | 139,541 | $7.6M |
| Tru Independence Asset Management 2, LLC | 4.09% | Add +11.1% | 138,782 | $7.6M |
| Visionary Wealth Advisors | 0.28% | New | 131,199 | $7.1M |
| JPMorgan Chase & Co. | 0.00% | Add +81.8% | 123,220 | $6.7M |
| Applied Capital LLC | 2.12% | Add +2.4% | 120,737 | $6.6M |
| Mariner, LLC | 0.01% | Reduce -0.9% | 118,141 | $6.4M |
| Mission Hills Financial Advisory, LLC | 2.54% | New | 106,371 | $5.8M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -16.1% | 106,007 | $5.8M |
| Citigroup Inc. | 0.00% | Add +83.3% | 102,852 | $5.6M |
| One Degree Advisors Inc | 1.22% | Add +2.5% | 100,576 | $5.5M |
| Krilogy Financial LLC | 0.16% | Add +4.3% | 100,017 | $5.4M |
| City State Bank | 1.22% | Add +11.3% | 97,780 | $5.3M |
| HFM Investment Advisors, LLC | 1.81% | Add +1.4% | 94,751 | $5.2M |
| marrick wealth, LLC | 3.50% | Add +2.0% | 90,617 | $4.9M |
| 55 North Private Wealth, LLC | 0.97% | Add +11.6% | 90,588 | $4.9M |
| International Private Wealth Advisors LLC | 2.41% | Add +2.0% | 85,888 | $4.7M |
| Disciplined Investors, L.L.C. | 2.29% | Add +29.8% | 84,137 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Add +16.2% | 82,717 | $4.5M |
| Vise Technologies, Inc. | 0.05% | Add +1364.2% | 80,221 | $4.4M |
| Wells Fargo & Company | 0.00% | Add +320.8% | 77,958 | $4.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.80% | Add +0.3% | 76,752 | $4.2M |
| Root Financial Partners, LLC | 0.16% | Add +7168.9% | 75,160 | $4.1M |
| Professional Financial Advisors, LLC | 0.71% | Add +14.5% | 75,128 | $4.1M |
| Acorn Wealth Advisors, LLC | 0.99% | Add +28.2% | 74,907 | $4.1M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +5.2% | 70,898 | $3.9M |
| Sax Wealth Advisors, LLC | 0.15% | Add +28.2% | 70,505 | $3.8M |
| Jane Street Group, LLC | 0.00% | New | 65,738 | $3.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.3% | 61,709 | $3.4M |
| Keating Financial Advisory Services, Inc. | 0.42% | Add +48.0% | 58,585 | $3.2M |
| Glassy Mountain Advisors, Inc. | 0.85% | New | 56,777 | $3.1M |
| PFG Advisors | 0.15% | Add +7.7% | 56,189 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +16.2% | 54,135 | $2.9M |
| Abel Hall, LLC | 0.49% | Add +12.2% | 51,673 | $2.8M |
| Nwam LLC | 0.14% | Add +23.4% | 50,162 | $2.7M |
| Cerity Partners LLC | 0.00% | Add +2.6% | 48,363 | $2.6M |
| Foster Group, Inc. | 0.07% | Add +1.1% | 46,605 | $2.5M |
| Two West Capital Advisors LLC | 1.15% | Add +9.1% | 42,916 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 41,620 | $2.3M |
| Master's Wealth Management Inc. | 0.66% | Reduce -27.1% | 40,334 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -22.8% | 40,112 | $2.2M |
| Foundry Financial LLC | 0.69% | Add +6.7% | 37,566 | $2.0M |
| XY Planning Network, Inc. | 0.26% | Add +1.5% | 37,557 | $2.0M |
"% of holder's portfolio" is DFGP's weight in each manager's 13F, not the share of Dimensional GLBL Core PL Fix the manager owns.