Dimensional GLBL Core PL FixDFGPETF
13F holders, Q1 2025 (March 31)115holders +8
18new positions
7sold out
1famous investor
$54.55avg. 13F price*
At the end of Q1 2025, 115 institutions reported holding Dimensional GLBL Core PL Fix (DFGP) in their 13F filings, up 8 from Q4 2024. 18 opened new positions and 7 sold out. The largest holders were Forum Financial Management, LP ($300.1M), von Borstel & Associates, Inc. ($62.2M) and Jentner Corp ($54.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $61.5M |
| Exits | 7 | $1.6M |
All 13F filers, Q4 2024 → Q1 2025: 2,721,003 shares bought and 867,391 shares sold, net +1,853,612 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Forum Financial Management, LP | 4.97% | Add +3.3% | 5,616,220 | $300.1M |
| von Borstel & Associates, Inc. | 18.57% | Add +31.3% | 1,163,407 | $62.2M |
| Jentner Corp | 16.27% | Add +5.6% | 1,017,736 | $54.4M |
| Ruedi Wealth Management, Inc. | 13.15% | Add +4.5% | 786,263 | $42.0M |
| Penobscot Wealth Management | 15.12% | Add +7.6% | 672,825 | $35.9M |
| Vestmark Advisory Solutions, Inc. | 0.86% | Add +0.5% | 625,951 | $33.4M |
| AE Wealth Management LLC | 0.24% | Add +6.2% | 543,953 | $29.1M |
| Bank of America Corp. | 0.00% | Reduce -6.8% | 475,377 | $25.4M |
| MilWealth Group LLC | 6.86% | Add +2.3% | 466,435 | $24.9M |
| TCI Wealth Advisors, Inc. | 1.97% | Add +4.7% | 460,310 | $24.6M |
| RFG Advisory, LLC | 0.58% | New | 405,018 | $21.6M |
| Curio Wealth, LLC | 10.85% | Reduce -99.9% | 380 | $20.8M |
| Straight Path Wealth Management | 8.20% | Add +3.4% | 379,341 | $20.3M |
| Integrity Alliance, Llc. | 0.79% | New | 371,899 | $19.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +3.8% | 362,714 | $19.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +27.7% | 340,411 | $18.2M |
| United Wealth Management, LLC | 5.63% | Add +21.0% | 336,505 | $18.0M |
| DiNuzzo Private Wealth, Inc. | 2.17% | Add +8.4% | 322,613 | $17.2M |
| Master's Wealth Management Inc. | 8.20% | Add +6.3% | 292,405 | $15.6M |
| Aveo Capital Partners, LLC | 2.13% | Add +6.0% | 239,217 | $12.8M |
| Archer Investment Management, LLC | 8.77% | Reduce -6.0% | 237,243 | $12.7M |
| Midwest Heritage Bank, FSB | 5.01% | Add +81.5% | 227,721 | $12.2M |
| TruNorth Capital Management, LLC | 2.68% | Add +6.2% | 202,000 | $10.8M |
| Modera Wealth Management, LLC | 0.14% | Add +19.4% | 200,095 | $10.7M |
| Quantum Financial Advisors, LLC | 1.42% | Add +4.4% | 177,686 | $9.5M |
| Bridge Generations Wealth Management LLC | 5.61% | Reduce -8.5% | 167,248 | $8.9M |
| Wealth Advisors Northwest LLC | 4.79% | Add +78.2% | 141,524 | $7.6M |
| NewEdge Advisors, LLC | 0.04% | Reduce -52.2% | 132,188 | $7.1M |
| Merit Financial Group, LLC | 0.09% | Add +1319.7% | 113,960 | $6.1M |
| Grand Wealth Management, LLC | 3.33% | Add +64.3% | 113,314 | $6.1M |
| Mariner, LLC | 0.01% | New | 106,748 | $5.7M |
| Raymond James Financial Inc. | 0.00% | New | 96,626 | $5.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +6.6% | 79,277 | $4.2M |
| WPWealth LLP | 0.79% | Add +284.2% | 75,140 | $4.0M |
| Betterment LLC | 0.01% | Add +102.2% | 73,601 | $3.9M |
| Acorn Wealth Advisors, LLC | 1.63% | Reduce -1.3% | 73,115 | $3.9M |
| One Degree Advisors Inc | 1.58% | Add +2.0% | 71,646 | $3.8M |
| Park Avenue Securities LLC | 0.05% | Add +150.6% | 69,644 | $3.7M |
| Tru Independence Asset Management 2, LLC | 2.73% | Add +42.2% | 68,381 | $3.7M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -0.4% | 65,439 | $3.5M |
| Meredith Wealth Planning | 1.51% | Add +0.4% | 64,248 | $3.4M |
| Truist Financial Corp. | 0.00% | Add +8.6% | 57,311 | $3.1M |
| Applied Capital LLC | 1.44% | Add +32.2% | 54,826 | $2.9M |
| Disciplined Investors, L.L.C. | 2.55% | Add +15.7% | 52,862 | $2.8M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.67% | Add +0.3% | 52,603 | $2.8M |
| Krilogy Financial LLC | 0.18% | Add +10.1% | 51,508 | $2.8M |
| Jane Street Group, LLC | 0.00% | Reduce -46.4% | 50,167 | $2.7M |
| City State Bank | 0.81% | Add +128.8% | 46,162 | $2.5M |
| Kings Path Partners LLC | 1.18% | New | 45,296 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.2% | 44,950 | $2.4M |
| Abel Hall, LLC | 1.45% | Reduce -16.8% | 44,901 | $2.4M |
| Sax Wealth Advisors, LLC | 0.15% | Add +71.4% | 39,682 | $2.1M |
| GeoWealth Management, LLC | 0.08% | Add +24.9% | 38,324 | $2.0M |
| Firethorn Wealth Partners, LLC | 0.92% | Reduce -1.8% | 36,066 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -58.7% | 33,180 | $1.8M |
| CreativeOne Wealth, LLC | 0.05% | Add +18.1% | 32,476 | $1.7M |
| Austin Private Wealth, LLC | 0.15% | Add +76.3% | 31,633 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.04% | New | 28,998 | $1.5M |
| American Investment Services, Inc. | 0.27% | Add +4.5% | 28,501 | $1.5M |
| Citigroup Inc. | 0.00% | Add +31.3% | 26,899 | $1.4M |
| Two West Capital Advisors LLC | 1.16% | Add +18.7% | 26,380 | $1.4M |
| CW Advisors, LLC | 0.01% | New | 23,402 | $1.3M |
| XY Planning Network, Inc. | 0.77% | New | 21,515 | $1.1M |
| Balance Wealth Partners LLC | 0.58% | — | 16,835 | $899K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.6% | 16,071 | $859K |
| Aurelius Family Office LLC | 0.43% | Add +27.3% | 15,755 | $842K |
| LPL Financial LLC | 0.00% | Add +111.6% | 15,521 | $829K |
| Nwam LLC | 0.07% | Add +122.3% | 15,455 | $826K |
| Kestra Investment Management, LLC | 0.01% | Add +1184.3% | 13,511 | $722K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +195.2% | 13,160 | $703K |
| Old Mission Capital LLC | 0.01% | Reduce -78.0% | 11,301 | $604K |
| Timonier Family Office, LTD. | 0.25% | Reduce -4.4% | 10,658 | $569K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.3% | 9,991 | $534K |
| Apella Capital, LLC | 0.02% | Reduce -0.0% | 10,018 | $529K |
| Mutual Advisors, LLC | 0.01% | New | 9,244 | $496K |
| Alpha Financial Advisors, LLC | 0.21% | Add +30.8% | 9,013 | $482K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -63.0% | 8,819 | $471K |
| Vantage Point Financial LLC | 0.23% | New | 8,597 | $459K |
| Virtu Financial LLC | 0.02% | New | 8,439 | $451K |
| Plancorp, LLC | 0.02% | Add +86.4% | 8,133 | $435K |
| Lane & Associates LLC | 0.22% | Add +3.7% | 7,728 | $413K |
| Triad Wealth Partners, LLC | 0.12% | New | 7,467 | $399K |
| Faithward Advisors, LLC | 0.07% | Add +8.7% | 7,250 | $387K |
| Savvy Advisors, Inc. | 0.04% | Add +90.6% | 7,250 | $387K |
| Clarity Capital Advisors, LLC | 0.22% | New | 6,380 | $341K |
| Aegis Wealth Management LLC | 0.18% | Add +39.9% | 5,712 | $305K |
| Main Street Financial Solutions, LLC | 0.03% | Add +21.3% | 5,653 | $302K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 5,490 | $293K |
| Townsquare Capital LLC | 0.00% | Reduce -46.9% | 5,244 | $280K |
| Gradient Capital Advisors, LLC | 0.09% | No change | 5,142 | $275K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +9.0% | 5,059 | $270K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +9.0% | 5,059 | $270K |
| PBMares Wealth Management LLC | 0.05% | No change | 4,983 | $266K |
| SwitchPoint Financial Planning, LLC | 0.25% | No change | 4,838 | $258K |
| Farther Finance Advisors, LLC | 0.01% | Add +4.2% | 4,589 | $246K |
| Index Fund Advisors, Inc. | 0.01% | Reduce -5.3% | 4,543 | $243K |
| Aspen Wealth Management LLC | 0.07% | Add +14.6% | 4,494 | $240K |
| RCS Financial Planning, LLC | 0.12% | Reduce -13.6% | 4,165 | $223K |
| TCFG Wealth Management, LLC | 0.11% | Reduce -82.3% | 4,038 | $216K |
| Rehmann Capital Advisory Group | 0.01% | Add +4.2% | 4,037 | $216K |
"% 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.