Dimensional GLBL Core PL FixDFGPETF
13F holders, Q3 2025 (September 30)141holders +12
22new positions
10sold out
1famous investor
$55.54avg. 13F price*
At the end of Q3 2025, 141 institutions reported holding Dimensional GLBL Core PL Fix (DFGP) in their 13F filings, up 12 from Q2 2025. 22 opened new positions and 10 sold out. The largest holders were Forum Financial Management, LP ($335.7M), Maseco LLP ($173.7M) and von Borstel & Associates, Inc. ($74.1M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $157.7M |
| Exits | 10 | $4.2M |
All 13F filers, Q2 2025 → Q3 2025: 5,066,200 shares bought and 855,317 shares sold, net +4,210,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 141 holders
| Forum Financial Management, LP | 4.60% | Add +2.4% | 6,041,452 | $335.7M |
| Maseco LLP | 8.42% | Add +17.3% | 3,126,268 | $173.7M |
| von Borstel & Associates, Inc. | 11.36% | Add +7.8% | 1,342,063 | $74.1M |
| Beacon Pointe Advisors, LLC | 0.53% | New | 1,126,109 | $62.6M |
| WPWealth LLP | 8.61% | Add +12.1% | 947,632 | $52.7M |
| Ruedi Wealth Management, Inc. | 13.14% | Add +2.9% | 844,711 | $46.9M |
| Penobscot Wealth Management | 14.40% | Add +11.0% | 807,488 | $44.9M |
| Vestmark Advisory Solutions, Inc. | 0.80% | Reduce -46.5% | 753,363 | $41.9M |
| Curio Wealth, LLC | 14.29% | Add +9.0% | 626,726 | $34.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.1% | 607,945 | $33.8M |
| Mach-1 Financial Group, LLC | 5.37% | New | 604,867 | $33.6M |
| Integrity Advisory Solutions, LLC | 5.37% | — | 604,867 | $33.6M |
| TCI Wealth Advisors, Inc. | 1.97% | Add +1.0% | 593,655 | $33.0M |
| AE Wealth Management LLC | 0.20% | Reduce -10.1% | 565,628 | $31.4M |
| Bank of America Corp. | 0.00% | Add +7.8% | 562,744 | $31.3M |
| MilWealth Group LLC | 6.48% | Add +2.8% | 478,634 | $26.6M |
| Integrity Alliance, Llc. | 1.15% | Add +8.8% | 440,574 | $24.5M |
| Straight Path Wealth Management | 6.37% | Add +5.0% | 410,741 | $22.8M |
| RFG Advisory, LLC | 0.46% | Add +0.7% | 398,471 | $22.1M |
| DiNuzzo Private Wealth, Inc. | 2.33% | Add +7.7% | 374,242 | $20.5M |
| United Wealth Management, LLC | 5.43% | Add +3.8% | 359,147 | $20.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.6% | 345,346 | $19.2M |
| Master's Wealth Management Inc. | 7.63% | Add +3.0% | 316,346 | $17.6M |
| Beaird Harris Wealth Management, LLC | 1.09% | Add +201.4% | 277,207 | $15.4M |
| Archer Investment Management, LLC | 9.24% | Add +3.8% | 270,671 | $15.0M |
| Integrated Wealth Concepts LLC | 0.13% | New | 270,282 | $15.0M |
| Midwest Heritage Bank, FSB | 4.98% | Add +2.9% | 253,289 | $14.1M |
| Quantum Financial Advisors, LLC | 1.68% | Add +23.5% | 248,411 | $13.8M |
| Outbound Financial Inc | 11.14% | Add +6.3% | 245,823 | $13.7M |
| Citadel Advisors | 0.01% | Add +1077.8% | 244,060 | $13.6M |
| TruNorth Capital Management, LLC | 2.65% | Add +8.7% | 241,299 | $13.4M |
| Wealth Advisors Northwest LLC | 6.25% | Add +16.2% | 232,638 | $12.9M |
| Moneta Group Investment Advisors LLC | 0.10% | New | 225,878 | $12.6M |
| Modera Wealth Management, LLC | 0.13% | Reduce -1.9% | 199,629 | $11.1M |
| GeoWealth Management, LLC | 0.35% | Add +9.8% | 172,799 | $9.6M |
| Bridge Generations Wealth Management LLC | 5.96% | Add +1.9% | 161,514 | $9.0M |
| Merit Financial Group, LLC | 0.08% | Add +37.5% | 153,901 | $8.6M |
| Archford Capital Strategies, LLC | 0.94% | New | 142,203 | $7.9M |
| Signature Resources Capital Management, LLC | 4.19% | Add +0.6% | 137,877 | $7.7M |
| Betterment LLC | 0.01% | Add +17.4% | 123,248 | $6.8M |
| Grand Wealth Management, LLC | 3.30% | Add +8.1% | 123,153 | $6.8M |
| Park Avenue Securities LLC | 0.05% | New | 120,766 | $6.7M |
| Kings Path Partners LLC | 2.29% | Add +15.3% | 111,970 | $6.2M |
| Tru Independence Asset Management 2, LLC | 4.05% | Add +9.4% | 110,958 | $6.2M |
| Mariner, LLC | 0.01% | Add +1.9% | 109,255 | $6.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +18.7% | 100,534 | $5.6M |
| Allworth Financial LP | 0.02% | New | 97,212 | $5.4M |
| Meredith Wealth Planning | 1.63% | Add +29.9% | 92,801 | $5.2M |
| One Degree Advisors Inc | 1.49% | Add +13.6% | 87,645 | $4.9M |
| Gradient Capital Advisors, LLC | 1.26% | Add +559.4% | 84,557 | $4.7M |
| Red Lighthouse Investment Management, LLC | 1.64% | Add +74.1% | 84,256 | $4.7M |
| HFM Investment Advisors, LLC | 1.86% | Add +12.5% | 82,717 | $4.6M |
| Krilogy Financial LLC | 0.17% | Add +27.5% | 82,940 | $4.6M |
| NewEdge Advisors, LLC | 0.02% | Reduce -32.4% | 78,530 | $4.4M |
| Jane Street Group, LLC | 0.01% | New | 76,230 | $4.2M |
| Applied Capital LLC | 1.53% | Add +17.6% | 68,375 | $3.8M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.80% | Add +10.3% | 67,877 | $3.8M |
| Acorn Wealth Advisors, LLC | 1.18% | Reduce -5.2% | 67,864 | $3.8M |
| OneDigital Investment Advisors LLC | 0.04% | Add +1.6% | 63,401 | $3.5M |
| Truist Financial Corp. | 0.00% | Add +0.2% | 57,116 | $3.2M |
| Disciplined Investors, L.L.C. | 2.16% | Add +2.5% | 54,541 | $3.0M |
| City State Bank | 0.86% | Add +2.4% | 53,456 | $3.0M |
| International Private Wealth Advisors LLC | 1.79% | New | 51,322 | $2.9M |
| Foster Group, Inc. | 0.08% | Add +1.0% | 47,910 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Add +186.7% | 45,646 | $2.5M |
| LPL Financial LLC | 0.00% | Add +45.0% | 45,389 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Add +6.2% | 45,134 | $2.5M |
| Abel Hall, LLC | 1.01% | Add +5.4% | 44,797 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +94.7% | 43,108 | $2.4M |
| Sax Wealth Advisors, LLC | 0.12% | Add +0.5% | 40,656 | $2.3M |
| Kestra Investment Management, LLC | 0.06% | Add +62.8% | 38,748 | $2.2M |
| Austin Private Wealth, LLC | 0.16% | Add +19.0% | 37,707 | $2.1M |
| Citigroup Inc. | 0.00% | Add +22.1% | 36,059 | $2.0M |
| Firethorn Wealth Partners, LLC | 0.77% | Reduce -1.6% | 34,998 | $1.9M |
| CreativeOne Wealth, LLC | 0.04% | Add +0.2% | 33,109 | $1.8M |
| Nwam LLC | 0.10% | Add +12.3% | 31,634 | $1.8M |
| Two West Capital Advisors LLC | 1.04% | Add +18.0% | 30,953 | $1.7M |
| Wise Wealth Partners | 2.60% | Reduce -21.2% | 30,603 | $1.7M |
| American Investment Services, Inc. | 0.39% | Add +25.5% | 29,270 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +24.2% | 28,751 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +1.5% | 27,642 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 25,326 | $1.4M |
| XY Planning Network, Inc. | 0.47% | No change | 25,264 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +40.2% | 23,589 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +82.9% | 20,888 | $1.2M |
| Tandem Financial, LLC | 0.41% | New | 20,009 | $1.1M |
| Savant Capital, LLC | 0.01% | New | 18,337 | $1.0M |
| Old Mission Capital LLC | 0.04% | New | 18,318 | $1.0M |
| Farther Finance Advisors, LLC | 0.01% | Add +72.8% | 16,727 | $930K |
| Brookstone Capital Management | 0.01% | Add +23.7% | 16,272 | $904K |
| Vantage Point Financial LLC | 0.34% | Add +15.7% | 15,868 | $882K |
| Vested Financial Planning, LLC | 0.71% | Add +7.3% | 15,690 | $872K |
| Triad Wealth Partners, LLC | 0.11% | Add +13.7% | 15,452 | $859K |
| Aurelius Family Office LLC | 0.38% | Reduce -0.6% | 15,382 | $855K |
| Shearwater Capital LLC | 0.50% | Add +5.1% | 15,171 | $843K |
| Parkwoods Wealth Partners, LLC | 0.28% | Add +72.2% | 14,566 | $809K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 12,642 | $698K |
| Equita Financial Network, Inc. | 0.23% | Add +155.3% | 12,324 | $685K |
| Mutual Advisors, LLC | 0.01% | Add +11.7% | 11,988 | $665K |
| Faithward Advisors, LLC | 0.10% | Add +29.3% | 11,864 | $659K |
"% 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.