Dimensional GLBL Core PL FixDFGPETF
13F holders, Q4 2024 (December 31)107holders +33
27new positions
4sold out
1famous investor
$52.78avg. 13F price*
At the end of Q4 2024, 107 institutions reported holding Dimensional GLBL Core PL Fix (DFGP) in their 13F filings, up 33 from Q3 2024. 27 opened new positions and 4 sold out. The largest holders were Forum Financial Management, LP ($287.2M), Jentner Corp ($50.9M) and von Borstel & Associates, Inc. ($46.8M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $38.3M |
| Exits | 4 | $2.2M |
All 13F filers, Q3 2024 → Q4 2024: 3,062,860 shares bought and 62,323 shares sold, net +3,000,537 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Forum Financial Management, LP | 4.76% | Add +2.5% | 5,436,899 | $287.2M |
| Jentner Corp | 14.82% | Add +13.8% | 963,399 | $50.9M |
| von Borstel & Associates, Inc. | 18.33% | Add +54.8% | 886,020 | $46.8M |
| Ruedi Wealth Management, Inc. | 12.54% | Add +57.2% | 752,181 | $39.7M |
| Penobscot Wealth Management | 15.23% | Add +567.0% | 625,408 | $33.0M |
| Vestmark Advisory Solutions, Inc. | 1.13% | Add +6.5% | 622,737 | $32.9M |
| AE Wealth Management LLC | 0.23% | Add +9.0% | 512,313 | $27.1M |
| Bank of America Corp. | 0.00% | Add +14.5% | 510,285 | $27.0M |
| MilWealth Group LLC | 6.57% | Add +4.5% | 455,876 | $24.1M |
| TCI Wealth Advisors, Inc. | 1.94% | Add +4.0% | 439,797 | $23.2M |
| Curio Wealth, LLC | 11.02% | — | 387,918 | $20.5M |
| Straight Path Wealth Management | 7.67% | Add +3.7% | 366,902 | $19.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +6.5% | 349,569 | $18.5M |
| DiNuzzo Private Wealth, Inc. | 1.99% | Add +13.8% | 297,533 | $15.7M |
| United Wealth Management, LLC | 4.95% | — | 278,068 | $14.7M |
| NewEdge Advisors, LLC | 0.09% | Reduce -0.5% | 276,467 | $14.6M |
| Master's Wealth Management Inc. | 7.76% | — | 275,094 | $14.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +23.3% | 266,548 | $14.1M |
| Archer Investment Management, LLC | 8.21% | — | 252,270 | $13.3M |
| Aveo Capital Partners, LLC | 1.31% | New | 225,644 | $11.9M |
| TruNorth Capital Management, LLC | 2.75% | New | 190,255 | $10.1M |
| Bridge Generations Wealth Management LLC | 6.38% | — | 182,747 | $9.7M |
| Quantum Financial Advisors, LLC | 1.37% | Add +39.7% | 170,176 | $9.0M |
| Modera Wealth Management, LLC | 0.11% | New | 167,570 | $8.9M |
| Midwest Heritage Bank, FSB | 3.08% | Add +563.9% | 125,477 | $6.6M |
| Jane Street Group, LLC | 0.01% | Add +138.4% | 93,665 | $4.9M |
| Sanctuary Wealth Management, L.L.C. | 3.23% | Add +52.9% | 92,387 | $4.9M |
| Citadel Advisors | 0.00% | Add +1290.2% | 80,409 | $4.2M |
| Wealth Advisors Northwest LLC | 2.86% | — | 79,405 | $4.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +70.0% | 74,378 | $3.9M |
| Acorn Wealth Advisors, LLC | 1.62% | Add +16.7% | 74,054 | $3.9M |
| One Degree Advisors Inc | 1.52% | Add +12.1% | 70,263 | $3.7M |
| Grand Wealth Management, LLC | 2.03% | Add +54.7% | 68,949 | $3.6M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -7.9% | 65,715 | $3.5M |
| Meredith Wealth Planning | 1.51% | Add +25.4% | 63,989 | $3.4M |
| JPMorgan Chase & Co. | 0.00% | Add +4.8% | 54,293 | $2.9M |
| Abel Hall, LLC | 1.82% | Add +5.0% | 53,975 | $2.9M |
| Truist Financial Corp. | 0.00% | Add +2.8% | 52,792 | $2.8M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.68% | Add +7.6% | 52,426 | $2.8M |
| Old Mission Capital LLC | 0.06% | Add +810.3% | 51,449 | $2.7M |
| Tru Independence Asset Management 2, LLC | 2.12% | Add +222.3% | 48,082 | $2.5M |
| Krilogy Financial LLC | 0.16% | Add +12.8% | 46,774 | $2.5M |
| Disciplined Investors, L.L.C. | 2.30% | — | 45,683 | $2.4M |
| Applied Capital LLC | 1.12% | Add +21.6% | 41,466 | $2.2M |
| Red Lighthouse Investment Management, LLC | 0.77% | Add +85.1% | 36,923 | $2.0M |
| Firethorn Wealth Partners, LLC | 0.96% | Add +8.7% | 36,732 | $1.9M |
| Betterment LLC | 0.00% | Add +206.8% | 36,392 | $1.9M |
| GeoWealth Management, LLC | 0.05% | Add +112.3% | 30,673 | $1.6M |
| Park Avenue Securities LLC | 0.02% | New | 27,797 | $1.5M |
| CreativeOne Wealth, LLC | 0.04% | Add +32.0% | 27,492 | $1.5M |
| American Investment Services, Inc. | 0.26% | Add +2.3% | 27,269 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.1% | 23,856 | $1.3M |
| Sax Wealth Advisors, LLC | 0.10% | Add +195.5% | 23,152 | $1.2M |
| TCFG Wealth Management, LLC | 0.61% | Add +3.1% | 22,791 | $1.2M |
| Two West Capital Advisors LLC | 1.01% | Add +7.7% | 22,219 | $1.2M |
| Citigroup Inc. | 0.00% | Add +142.9% | 20,494 | $1.1M |
| City State Bank | 0.38% | Add +129.3% | 20,175 | $1.1M |
| WPWealth LLP | 0.21% | New | 19,558 | $1.0M |
| Austin Private Wealth, LLC | 0.09% | New | 17,944 | $948K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +118.9% | 15,220 | $804K |
| Tableaux LLC | 0.58% | — | 13,228 | $699K |
| Aurelius Family Office LLC | 0.33% | — | 12,376 | $654K |
| Timonier Family Office, LTD. | 0.30% | — | 11,152 | $589K |
| Osaic Holdings, Inc. | 0.00% | Add +393.0% | 10,127 | $535K |
| Apella Capital, LLC | 0.02% | New | 10,020 | $529K |
| Townsquare Capital LLC | 0.01% | New | 9,874 | $522K |
| Daner Wealth Management, LLC | 0.37% | — | 9,493 | $504K |
| Merit Financial Group, LLC | 0.01% | New | 8,027 | $424K |
| Lane & Associates LLC | 0.20% | Add +80.9% | 7,453 | $396K |
| LPL Financial LLC | 0.00% | Add +9.7% | 7,336 | $388K |
| Nwam LLC | 0.02% | Add +15.5% | 6,953 | $367K |
| Alpha Financial Advisors, LLC | 0.16% | Add +25.1% | 6,890 | $364K |
| Faithward Advisors, LLC | 0.06% | Add +16.7% | 6,668 | $352K |
| Shearwater Capital LLC | 0.21% | Add +44.9% | 5,803 | $307K |
| Fairhaven Wealth Management, LLC | 0.09% | New | 5,351 | $283K |
| Thrivent Financial for Lutherans | 0.00% | New | 5,281 | $279K |
| Gradient Capital Advisors, LLC | 0.09% | New | 5,142 | $272K |
| PBMares Wealth Management LLC | 0.05% | Add +8.8% | 4,983 | $263K |
| SwitchPoint Financial Planning, LLC | 0.24% | — | 4,838 | $256K |
| RCS Financial Planning, LLC | 0.14% | New | 4,820 | $255K |
| Index Fund Advisors, Inc. | 0.01% | Add +22.2% | 4,798 | $253K |
| Main Street Financial Solutions, LLC | 0.02% | New | 4,662 | $246K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +27.3% | 4,643 | $245K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +27.3% | 4,643 | $245K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 4,458 | $235K |
| Farther Finance Advisors, LLC | 0.01% | Add +217.0% | 4,406 | $233K |
| Plancorp, LLC | 0.01% | New | 4,363 | $230K |
| Aspire Private Capital, LLC | 0.06% | Add +1.8% | 4,298 | $227K |
| Aegis Wealth Management LLC | 0.15% | — | 4,082 | $216K |
| Mattern Wealth Management LLC | 0.05% | Reduce -76.5% | 4,060 | $214K |
| Aspen Wealth Management LLC | 0.06% | Add +6.1% | 3,922 | $207K |
| Rehmann Capital Advisory Group | 0.01% | New | 3,873 | $205K |
| Savvy Advisors, Inc. | 0.02% | New | 3,804 | $201K |
| Oliver Lagore Vanvalin Investment Group | 0.05% | Add +175.9% | 3,772 | $199K |
| Concord Wealth Partners | 0.03% | New | 3,562 | $188K |
| Phillips Financial Management, LLC | 0.01% | No change | 2,167 | $114K |
| Coston, McIsaac & Partners | 0.03% | Add +177.6% | 1,760 | $92K |
| Kestra Investment Management, LLC | 0.00% | New | 1,052 | $56K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 732 | $39K |
| Comerica Bank | 0.00% | Add +2.4% | 518 | $27K |
| IFG Advisory, LLC | 0.00% | New | 15,000 | $15K |
| IFP Advisors, Inc | 0.00% | New | 227 | $12K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 194 | $10K |
| Nemes Rush Group LLC | 0.00% | New | 183 | $10K |
| Royal Bank of Canada | 0.00% | Reduce -92.2% | 136 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 47 | $2K |
| Aspect Partners, LLC | 0.00% | New | 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.