Dimensional GLBL Core PL FixDFGPETF
13F holders, Q2 2024 (June 30)52holders +16
16new positions
1sold out
$52.91avg. 13F price*
At the end of Q2 2024, 52 institutions reported holding Dimensional GLBL Core PL Fix (DFGP) in their 13F filings, up 16 from Q1 2024. 16 opened new positions and 1 sold out. The largest holders were Forum Financial Management, LP ($270.2M), Jentner Corp ($42.3M) and Vestmark Advisory Solutions, Inc. ($28.0M).
- Company
- Dimensional GLBL Core PL Fix
- CUSIP
- 25434V583
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $47.4M |
| Exits | 1 | $206K |
All 13F filers, Q1 2024 → Q2 2024: 2,017,683 shares bought and 169,043 shares sold, net +1,848,640 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Forum Financial Management, LP | 4.89% | Add +2.5% | 5,107,268 | $270.2M |
| Jentner Corp | 14.06% | Add +14.0% | 800,101 | $42.3M |
| Vestmark Advisory Solutions, Inc. | 1.17% | Add +9.3% | 529,696 | $28.0M |
| TCI Wealth Advisors, Inc. | 2.14% | Add +5.3% | 428,388 | $22.7M |
| AE Wealth Management LLC | 0.22% | New | 424,304 | $22.4M |
| MilWealth Group LLC | 7.04% | Add +2.6% | 421,760 | $22.3M |
| Bank of America Corp. | 0.00% | Add +27.9% | 392,585 | $20.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +408.9% | 320,789 | $17.0M |
| Simplicity Wealth,LLC | 0.35% | New | 292,168 | $15.5M |
| Ruedi Wealth Management, Inc. | 5.92% | Add +123.0% | 283,927 | $15.0M |
| DiNuzzo Private Wealth, Inc. | 1.66% | Add +2.9% | 233,051 | $12.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -43.4% | 210,886 | $11.2M |
| Annapolis Financial Services, LLC | 2.05% | Add +84.6% | 119,715 | $6.3M |
| NewEdge Advisors, LLC | 0.03% | Add +66.5% | 86,904 | $4.6M |
| Penobscot Wealth Management | 2.74% | Add +11.3% | 86,294 | $4.6M |
| Quantum Financial Advisors, LLC | 0.74% | Add +120.4% | 79,509 | $4.2M |
| OneDigital Investment Advisors LLC | 0.05% | Add +94.8% | 69,681 | $3.7M |
| Old Mission Capital LLC | 0.09% | Add +6.6% | 66,342 | $3.5M |
| Truist Financial Corp. | 0.00% | Add +16.3% | 48,981 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | New | 46,106 | $2.4M |
| Abel Hall, LLC | 1.73% | New | 46,106 | $2.4M |
| Sanctuary Wealth Management, L.L.C. | 1.78% | Add +57.7% | 44,329 | $2.3M |
| Acorn Wealth Advisors, LLC | 1.12% | Add +61.6% | 42,734 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +3.8% | 37,773 | $2.0M |
| Firethorn Wealth Partners, LLC | 1.10% | Add +38.1% | 36,890 | $2.0M |
| Krilogy Financial LLC | 0.14% | Add +77.8% | 36,682 | $1.9M |
| Meredith Wealth Planning | 0.91% | Add +704.9% | 32,653 | $1.7M |
| Grand Wealth Management, LLC | 0.90% | Reduce -6.3% | 28,789 | $1.5M |
| Applied Capital LLC | 0.78% | Add +38.7% | 25,593 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +135.8% | 24,977 | $1.3M |
| Virtu Financial LLC | 0.09% | New | 23,333 | $1.2M |
| Two West Capital Advisors LLC | 0.91% | — | 18,061 | $956K |
| B.O.S.S. Retirement Advisors, LLC | 0.24% | New | 17,450 | $923K |
| American Investment Services, Inc. | 0.14% | Add +30.2% | 15,459 | $818K |
| Mattern Wealth Management LLC | 0.14% | New | 11,090 | $587K |
| Red Lighthouse Investment Management, LLC | 0.20% | Add +246.4% | 9,231 | $488K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 7,651 | $405K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.11% | Add +24.6% | 7,393 | $391K |
| Betterment LLC | 0.00% | New | 7,330 | $388K |
| GeoWealth Management, LLC | 0.02% | Add +367.3% | 7,145 | $378K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 7,057 | $373K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 7,057 | $373K |
| Hutchens & Kramer Investment Management Group, LLC | 0.18% | Add +53.7% | 6,276 | $330K |
| PBMares Wealth Management LLC | 0.06% | New | 4,578 | $242K |
| Aspire Private Capital, LLC | 0.06% | Add +11.2% | 4,516 | $239K |
| Phillips Financial Management, LLC | 0.01% | Reduce -33.6% | 3,011 | $159K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | New | 1,232 | $65K |
| Innealta Capital, LLC | 0.02% | New | 859 | $45K |
| Comerica Bank | 0.00% | Add +0.4% | 508 | $27K |
| Osaic Holdings, Inc. | 0.00% | Add +46.7% | 427 | $23K |
| Nemes Rush Group LLC | 0.00% | New | 162 | $9K |
| Morgan Stanley | 0.00% | New | 26 | $1K |
"% 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.