Dimensional GLBL Core PL FixDFGPETF
13F holders, Q2 2025 (June 30)129holders +14
22new positions
8sold out
1famous investor
$54.51avg. 13F price*
At the end of Q2 2025, 129 institutions reported holding Dimensional GLBL Core PL Fix (DFGP) in their 13F filings, up 14 from Q1 2025. 22 opened new positions and 8 sold out. The largest holders were Forum Financial Management, LP ($321.6M), Maseco LLP ($145.2M) and Vestmark Advisory Solutions, Inc. ($76.8M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $30.1M |
| Exits | 8 | $8.8M |
All 13F filers, Q1 2025 → Q2 2025: 4,354,573 shares bought and 368,381 shares sold, net +3,986,192 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 129 holders
| Forum Financial Management, LP | 4.89% | Add +5.1% | 5,902,297 | $321.6M |
| Maseco LLP | 5.52% | — | 2,664,712 | $145.2M |
| Vestmark Advisory Solutions, Inc. | 1.11% | Add +125.1% | 1,409,084 | $76.8M |
| von Borstel & Associates, Inc. | 18.02% | Add +7.0% | 1,244,794 | $68.3M |
| Jentner Corp | 15.97% | Add +7.5% | 1,094,132 | $59.6M |
| WPWealth LLP | 8.31% | Add +1025.5% | 845,674 | $46.1M |
| Ruedi Wealth Management, Inc. | 13.27% | Add +4.4% | 821,156 | $44.7M |
| Penobscot Wealth Management | 14.20% | Add +8.2% | 727,709 | $39.7M |
| AE Wealth Management LLC | 0.25% | Add +15.6% | 629,014 | $34.3M |
| TCI Wealth Advisors, Inc. | 2.20% | Add +27.7% | 588,022 | $32.0M |
| Curio Wealth, LLC | 13.73% | Add +151240.5% | 575,094 | $31.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +59.3% | 542,202 | $29.5M |
| Bank of America Corp. | 0.00% | Add +9.8% | 522,105 | $28.4M |
| MilWealth Group LLC | 6.53% | Reduce -0.2% | 465,463 | $25.4M |
| Integrity Alliance, Llc. | 1.21% | Add +8.9% | 405,119 | $22.1M |
| RFG Advisory, LLC | 0.51% | Reduce -2.3% | 395,882 | $21.6M |
| Straight Path Wealth Management | 7.24% | Add +3.1% | 391,277 | $21.3M |
| DiNuzzo Private Wealth, Inc. | 2.25% | Add +7.7% | 347,503 | $18.9M |
| United Wealth Management, LLC | 5.48% | Add +2.9% | 346,111 | $18.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -7.2% | 336,716 | $18.3M |
| Master's Wealth Management Inc. | 7.81% | Add +5.0% | 307,140 | $16.7M |
| Archer Investment Management, LLC | 10.32% | Add +10.0% | 260,885 | $14.2M |
| Midwest Heritage Bank, FSB | 5.05% | Add +8.1% | 246,249 | $13.4M |
| Outbound Financial Inc | 11.51% | — | 231,191 | $12.6M |
| TruNorth Capital Management, LLC | 2.69% | Add +9.9% | 221,990 | $12.1M |
| Modera Wealth Management, LLC | 0.14% | Add +1.7% | 203,531 | $11.1M |
| Quantum Financial Advisors, LLC | 1.48% | Add +13.2% | 201,187 | $11.0M |
| Wealth Advisors Northwest LLC | 5.75% | Add +41.5% | 200,222 | $10.9M |
| Bridge Generations Wealth Management LLC | 5.24% | Reduce -5.2% | 158,479 | $8.6M |
| GeoWealth Management, LLC | 0.33% | Add +310.7% | 157,388 | $8.6M |
| Signature Resources Capital Management, LLC | 4.54% | New | 137,082 | $7.5M |
| NewEdge Advisors, LLC | 0.03% | Reduce -12.2% | 116,095 | $6.3M |
| Grand Wealth Management, LLC | 3.19% | Add +0.5% | 113,914 | $6.2M |
| Merit Financial Group, LLC | 0.07% | Reduce -1.8% | 111,959 | $6.1M |
| Mariner, LLC | 0.01% | Add +0.4% | 107,216 | $5.8M |
| Betterment LLC | 0.01% | Add +42.7% | 105,027 | $5.7M |
| Tru Independence Asset Management 2, LLC | 3.78% | Add +48.4% | 101,445 | $5.5M |
| Kings Path Partners LLC | 2.13% | Add +114.3% | 97,076 | $5.3M |
| Beaird Harris Wealth Management, LLC | 0.39% | New | 91,965 | $5.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +6.8% | 84,687 | $4.6M |
| One Degree Advisors Inc | 1.50% | Add +7.7% | 77,152 | $4.2M |
| HFM Investment Advisors, LLC | 1.76% | New | 73,509 | $4.0M |
| Acorn Wealth Advisors, LLC | 1.45% | Reduce -2.1% | 71,592 | $3.9M |
| Meredith Wealth Planning | 1.41% | Add +11.2% | 71,470 | $3.9M |
| Krilogy Financial LLC | 0.20% | Add +26.3% | 65,049 | $3.5M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -4.7% | 62,393 | $3.4M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.76% | Add +17.0% | 61,531 | $3.4M |
| Applied Capital LLC | 1.39% | Add +6.0% | 58,137 | $3.2M |
| Truist Financial Corp. | 0.00% | Reduce -0.6% | 56,979 | $3.1M |
| Disciplined Investors, L.L.C. | 2.26% | Add +0.7% | 53,217 | $2.9M |
| City State Bank | 0.89% | Add +13.0% | 52,182 | $2.8M |
| Red Lighthouse Investment Management, LLC | 1.01% | Add +1716.2% | 48,401 | $2.6M |
| Foster Group, Inc. | 0.09% | New | 47,419 | $2.6M |
| Thrivent Financial for Lutherans | 0.01% | New | 45,607 | $2.5M |
| Abel Hall, LLC | 1.07% | Reduce -5.4% | 42,496 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.5% | 42,496 | $2.3M |
| Sax Wealth Advisors, LLC | 0.13% | Add +2.0% | 40,467 | $2.2M |
| Wise Wealth Partners | 3.54% | New | 38,852 | $2.1M |
| Firethorn Wealth Partners, LLC | 0.84% | Reduce -1.3% | 35,585 | $1.9M |
| CreativeOne Wealth, LLC | 0.05% | Add +1.7% | 33,032 | $1.8M |
| Austin Private Wealth, LLC | 0.14% | Add +0.2% | 31,688 | $1.7M |
| LPL Financial LLC | 0.00% | Add +101.6% | 31,293 | $1.7M |
| Citigroup Inc. | 0.00% | Add +9.8% | 29,522 | $1.6M |
| Nwam LLC | 0.09% | Add +82.3% | 28,172 | $1.5M |
| MML Investors Services, LLC | 0.00% | New | 27,239 | $1.5M |
| Two West Capital Advisors LLC | 0.93% | Reduce -0.6% | 26,225 | $1.4M |
| CW Advisors, LLC | 0.01% | Add +8.4% | 25,360 | $1.4M |
| XY Planning Network, Inc. | 0.47% | Add +17.4% | 25,264 | $1.4M |
| Kestra Investment Management, LLC | 0.04% | Add +76.1% | 23,795 | $1.3M |
| American Investment Services, Inc. | 0.32% | Reduce -18.2% | 23,325 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +76.0% | 23,156 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -23.6% | 22,146 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -37.5% | 20,722 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.7% | 16,823 | $917K |
| Osaic Holdings, Inc. | 0.00% | Add +59.4% | 15,921 | $868K |
| Aurelius Family Office LLC | 0.40% | Reduce -1.7% | 15,481 | $844K |
| Vested Financial Planning, LLC | 0.71% | New | 14,618 | $797K |
| Shearwater Capital LLC | 0.49% | New | 14,432 | $786K |
| Vantage Point Financial LLC | 0.33% | Add +59.5% | 13,712 | $747K |
| Triad Wealth Partners, LLC | 0.15% | Add +81.9% | 13,585 | $740K |
| Brookstone Capital Management | 0.01% | New | 13,151 | $717K |
| Gradient Capital Advisors, LLC | 0.21% | Add +149.4% | 12,824 | $699K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +31.9% | 11,635 | $634K |
| Mercer Global Advisors Inc. | 0.00% | New | 11,421 | $622K |
| Mutual Advisors, LLC | 0.01% | Add +16.1% | 10,731 | $584K |
| Farther Finance Advisors, LLC | 0.01% | Add +111.0% | 9,682 | $528K |
| Faithward Advisors, LLC | 0.08% | Add +26.6% | 9,179 | $500K |
| Parkwoods Wealth Partners, LLC | 0.27% | Add +116.2% | 8,458 | $461K |
| Alpha Financial Advisors, LLC | 0.17% | Reduce -8.8% | 8,216 | $448K |
| Savvy Advisors, Inc. | 0.03% | Add +13.3% | 8,215 | $448K |
| Plancorp, LLC | 0.02% | Add +0.1% | 8,138 | $443K |
| Apella Capital, LLC | 0.01% | Reduce -24.7% | 7,547 | $410K |
| Sei Investments Co. | 0.00% | New | 7,263 | $396K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +25.7% | 6,899 | $376K |
| Daner Wealth Management, LLC | 0.26% | — | 6,859 | $376K |
| Clarity Capital Advisors, LLC | 0.20% | Add +0.1% | 6,384 | $348K |
| Timonier Family Office, LTD. | 0.12% | Reduce -43.8% | 5,989 | $326K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +17.0% | 5,920 | $323K |
| Aegis Wealth Management LLC | 0.18% | No change | 5,712 | $305K |
| HighTower Advisors, LLC | 0.00% | New | 5,533 | $301K |
"% 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.