Dimensional GLBL Core PL FixDFGPETF
13F holders, Q3 2024 (September 30)74holders +22
23new positions
4sold out
1famous investor
$55.10avg. 13F price*
At the end of Q3 2024, 74 institutions reported holding Dimensional GLBL Core PL Fix (DFGP) in their 13F filings, up 22 from Q2 2024. 23 opened new positions and 4 sold out. The largest holders were Forum Financial Management, LP ($292.1M), Jentner Corp ($46.7M) and Vestmark Advisory Solutions, Inc. ($32.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional GLBL Core PL Fix
- CUSIP
- 25434V583
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $30.7M |
| Exits | 4 | $15.8M |
All 13F filers, Q2 2024 → Q3 2024: 1,687,071 shares bought and 385,016 shares sold, net +1,302,055 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Forum Financial Management, LP | 4.86% | Add +3.8% | 5,301,763 | $292.1M |
| Jentner Corp | 14.29% | Add +5.9% | 846,980 | $46.7M |
| Vestmark Advisory Solutions, Inc. | 1.20% | Add +10.4% | 584,567 | $32.2M |
| von Borstel & Associates, Inc. | 17.86% | — | 572,269 | $31.5M |
| Ruedi Wealth Management, Inc. | 9.05% | Add +68.5% | 478,402 | $26.4M |
| AE Wealth Management LLC | 0.23% | Add +10.7% | 469,851 | $25.9M |
| Bank of America Corp. | 0.00% | Add +13.5% | 445,549 | $24.5M |
| MilWealth Group LLC | 7.05% | Add +3.5% | 436,331 | $24.0M |
| TCI Wealth Advisors, Inc. | 1.96% | Reduce -1.3% | 422,791 | $23.3M |
| Straight Path Wealth Management | 8.40% | New | 353,964 | $19.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +2.3% | 328,147 | $18.1M |
| NewEdge Advisors, LLC | 0.10% | Add +219.8% | 277,935 | $15.3M |
| DiNuzzo Private Wealth, Inc. | 1.78% | Add +12.1% | 261,340 | $14.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.5% | 216,150 | $11.9M |
| Annapolis Financial Services, LLC | 2.33% | Add +19.3% | 142,761 | $7.9M |
| Quantum Financial Advisors, LLC | 1.05% | Add +53.2% | 121,777 | $6.7M |
| Penobscot Wealth Management | 2.79% | Add +8.7% | 93,768 | $5.2M |
| OneDigital Investment Advisors LLC | 0.04% | Add +2.4% | 71,364 | $3.9M |
| Acorn Wealth Advisors, LLC | 1.50% | Add +48.5% | 63,480 | $3.5M |
| One Degree Advisors Inc | 1.46% | New | 62,681 | $3.5M |
| Sanctuary Wealth Management, L.L.C. | 2.38% | Add +36.3% | 60,416 | $3.3M |
| JPMorgan Chase & Co. | 0.00% | Add +12.3% | 51,802 | $2.9M |
| Abel Hall, LLC | 1.85% | Add +11.5% | 51,412 | $2.8M |
| Truist Financial Corp. | 0.00% | Add +4.8% | 51,336 | $2.8M |
| Meredith Wealth Planning | 1.34% | Add +56.3% | 51,030 | $2.8M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.67% | Add +559.0% | 48,716 | $2.7M |
| Grand Wealth Management, LLC | 1.39% | Add +54.8% | 44,569 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +75.2% | 43,759 | $2.4M |
| Krilogy Financial LLC | 0.16% | Add +13.1% | 41,482 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +4.0% | 39,280 | $2.2M |
| Applied Capital LLC | 0.97% | Add +33.2% | 34,100 | $1.9M |
| Firethorn Wealth Partners, LLC | 0.94% | Reduce -8.4% | 33,782 | $1.9M |
| American Investment Services, Inc. | 0.25% | Add +72.5% | 26,659 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +193.9% | 22,485 | $1.2M |
| TCFG Wealth Management, LLC | 0.61% | — | 22,097 | $1.2M |
| CreativeOne Wealth, LLC | 0.04% | New | 20,827 | $1.1M |
| Two West Capital Advisors LLC | 0.92% | Add +14.2% | 20,626 | $1.1M |
| Red Lighthouse Investment Management, LLC | 0.43% | Add +116.1% | 19,945 | $1.1M |
| Midwest Heritage Bank, FSB | 0.49% | New | 18,899 | $1.0M |
| B.O.S.S. Retirement Advisors, LLC | 0.20% | Add +5.0% | 18,320 | $1.0M |
| Mattern Wealth Management LLC | 0.21% | Add +55.6% | 17,261 | $951K |
| Virtu Financial LLC | 0.05% | Reduce -35.1% | 15,134 | $834K |
| Tru Independence Asset Management 2, LLC | 0.69% | — | 14,920 | $822K |
| GeoWealth Management, LLC | 0.03% | Add +102.2% | 14,446 | $796K |
| Betterment LLC | 0.00% | Add +61.8% | 11,860 | $653K |
| Raymond James & Associates | 0.00% | New | 11,384 | $627K |
| City State Bank | 0.18% | New | 8,800 | $485K |
| Citigroup Inc. | 0.00% | New | 8,437 | $465K |
| Sax Wealth Advisors, LLC | 0.04% | New | 7,835 | $432K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 6,953 | $383K |
| Keel Point, LLC | 0.03% | New | 6,920 | $381K |
| LPL Financial LLC | 0.00% | New | 6,687 | $368K |
| Nwam LLC | 0.02% | New | 6,022 | $332K |
| Citadel Advisors | 0.00% | New | 5,784 | $319K |
| Faithward Advisors, LLC | 0.05% | New | 5,714 | $315K |
| Old Mission Capital LLC | 0.01% | Reduce -91.5% | 5,652 | $311K |
| Alpha Financial Advisors, LLC | 0.13% | New | 5,510 | $304K |
| PBMares Wealth Management LLC | 0.05% | No change | 4,578 | $252K |
| Aspire Private Capital, LLC | 0.06% | Reduce -6.5% | 4,223 | $233K |
| Lane & Associates LLC | 0.12% | New | 4,119 | $227K |
| Shearwater Capital LLC | 0.15% | New | 4,004 | $221K |
| Index Fund Advisors, Inc. | 0.01% | New | 3,927 | $216K |
| Aspen Wealth Management LLC | 0.06% | New | 3,695 | $204K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -48.3% | 3,648 | $201K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -48.3% | 3,648 | $201K |
| Phillips Financial Management, LLC | 0.01% | Reduce -28.0% | 2,167 | $119K |
| Osaic Holdings, Inc. | 0.00% | Add +381.0% | 2,054 | $113K |
| Royal Bank of Canada | 0.00% | New | 1,734 | $96K |
| Aspire Wealth Management Corp | 0.05% | New | 1,716 | $95K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,390 | $77K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Add +11.0% | 1,367 | $75K |
| Coston, McIsaac & Partners | 0.01% | New | 634 | $34K |
| Comerica Bank | 0.00% | Reduce -0.4% | 506 | $28K |
| Morgan Stanley | 0.00% | Add +26.9% | 33 | $2K |
"% 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.