Dimensional GLBL Core PL FixDFGPETF
13F holders, Q1 2024 (March 31)36holders
$53.38avg. 13F price*
At the end of Q1 2024, 36 institutions reported holding Dimensional GLBL Core PL Fix (DFGP) in their 13F filings. The largest holders were Forum Financial Management, LP ($266.1M), Jentner Corp ($37.5M) and Vestmark Advisory Solutions, Inc. ($25.9M).
- Company
- Dimensional GLBL Core PL Fix
- CUSIP
- 25434V583
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $297.6M |
| Exits | 3 | $62K |
Ownership 36 holders
| Forum Financial Management, LP | 4.55% | New | 4,985,303 | $266.1M |
| Jentner Corp | 13.16% | Add +10.7% | 701,896 | $37.5M |
| Vestmark Advisory Solutions, Inc. | 1.11% | Add +17.8% | 484,689 | $25.9M |
| MilWealth Group LLC | 6.99% | Add +2.5% | 410,911 | $21.9M |
| TCI Wealth Advisors, Inc. | 2.14% | Add +3.0% | 406,669 | $21.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +82.9% | 372,585 | $19.9M |
| Bank of America Corp. | 0.00% | New | 307,001 | $16.4M |
| DiNuzzo Private Wealth, Inc. | 1.63% | Add +11.0% | 226,411 | $12.1M |
| Ruedi Wealth Management, Inc. | 2.86% | Add +469.4% | 127,341 | $6.8M |
| Penobscot Wealth Management | 2.61% | New | 77,528 | $4.1M |
| Annapolis Financial Services, LLC | 1.14% | Add +38.7% | 64,857 | $3.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +298.4% | 63,035 | $3.4M |
| Old Mission Capital LLC | 0.08% | Add +545.4% | 62,226 | $3.3M |
| NewEdge Advisors, LLC | 0.02% | Add +77.6% | 52,207 | $2.8M |
| Truist Financial Corp. | 0.00% | Reduce -7.0% | 42,131 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -79.5% | 36,401 | $1.9M |
| Quantum Financial Advisors, LLC | 0.35% | New | 36,075 | $1.9M |
| OneDigital Investment Advisors LLC | 0.03% | New | 35,770 | $1.9M |
| Grand Wealth Management, LLC | 0.78% | New | 30,717 | $1.6M |
| Sanctuary Wealth Management, L.L.C. | 1.22% | New | 28,114 | $1.5M |
| Firethorn Wealth Partners, LLC | 0.84% | Add +283.5% | 26,709 | $1.4M |
| Acorn Wealth Advisors, LLC | 0.74% | New | 26,448 | $1.4M |
| Krilogy Financial LLC | 0.08% | New | 20,633 | $1.1M |
| Applied Capital LLC | 0.58% | Add +151.0% | 18,454 | $985K |
| American Investment Services, Inc. | 0.11% | Add +18.2% | 11,876 | $634K |
| Kestra Advisory Services, LLC | 0.00% | Add +105.5% | 10,592 | $565K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.09% | New | 5,933 | $317K |
| Phillips Financial Management, LLC | 0.02% | New | 4,538 | $242K |
| Aspire Private Capital, LLC | 0.06% | Add +28.6% | 4,061 | $217K |
| Meredith Wealth Planning | 0.12% | New | 4,057 | $217K |
| Hutchens & Kramer Investment Management Group, LLC | 0.13% | New | 4,084 | $216K |
| Nwam LLC | 0.02% | New | 3,889 | $206K |
| Red Lighthouse Investment Management, LLC | 0.06% | New | 2,665 | $142K |
| GeoWealth Management, LLC | 0.00% | New | 1,529 | $82K |
| Comerica Bank | 0.00% | Add +3.0% | 506 | $27K |
| Osaic Holdings, Inc. | 0.00% | New | 291 | $16K |
"% 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.