Dimensional GLBL Core PL FixDFGPETF
13F holders, Q4 2025 (December 31)164holders +23
23new positions
14sold out
$54.08avg. 13F price*
At the end of Q4 2025, 164 institutions reported holding Dimensional GLBL Core PL Fix (DFGP) in their 13F filings, up 23 from Q3 2025. 23 opened new positions and 14 sold out. The largest holders were Forum Financial Management, LP ($338.5M), Maseco LLP ($183.3M) and Symmetry Partners, LLC ($133.6M).
- Company
- Dimensional GLBL Core PL Fix
- CUSIP
- 25434V583
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $153.0M |
| Exits | 14 | $54.0M |
All 13F filers, Q3 2025 → Q4 2025: 6,070,657 shares bought and 1,470,137 shares sold, net +4,600,520 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 164 holders
| Forum Financial Management, LP | 4.40% | Add +3.6% | 6,260,951 | $338.5M |
| Maseco LLP | 7.98% | Add +8.4% | 3,388,477 | $183.3M |
| Symmetry Partners, LLC | 7.91% | New | 2,471,670 | $133.6M |
| von Borstel & Associates, Inc. | 17.60% | Add +3.5% | 1,388,442 | $75.1M |
| Beacon Pointe Advisors, LLC | 0.45% | Add +4.4% | 1,175,744 | $63.6M |
| WPWealth LLP | 9.55% | Add +19.1% | 1,128,300 | $61.0M |
| Ruedi Wealth Management, Inc. | 13.02% | Add +8.8% | 918,918 | $49.7M |
| Penobscot Wealth Management | 14.36% | Add +6.4% | 858,974 | $46.4M |
| Vestmark Advisory Solutions, Inc. | 0.61% | Add +11.7% | 841,462 | $45.5M |
| Curio Wealth, LLC | 14.63% | Add +21.6% | 762,441 | $41.3M |
| Integrity Advisory Solutions, LLC | 5.42% | Add +15.2% | 696,564 | $37.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.7% | 648,726 | $35.1M |
| Bank of America Corp. | 0.00% | Add +12.7% | 633,977 | $34.3M |
| TCI Wealth Advisors, Inc. | 1.80% | Add +1.7% | 603,912 | $32.7M |
| Integrity Alliance, Llc. | 1.12% | Add +28.5% | 566,175 | $30.6M |
| AE Wealth Management LLC | 0.18% | Reduce -0.2% | 564,672 | $30.5M |
| MilWealth Group LLC | 6.41% | Add +4.0% | 497,757 | $26.9M |
| DiNuzzo Private Wealth, Inc. | 2.57% | Add +16.6% | 436,497 | $23.6M |
| Straight Path Wealth Management | 6.35% | Add +6.1% | 435,642 | $23.6M |
| Beaird Harris Wealth Management, LLC | 1.59% | Add +54.4% | 427,954 | $23.1M |
| RFG Advisory, LLC | 0.43% | Add +5.2% | 419,044 | $22.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +8.3% | 374,081 | $20.2M |
| United Wealth Management, LLC | 5.18% | Add +3.0% | 370,008 | $20.0M |
| Wealth Advisors Northwest LLC | 7.07% | Add +26.8% | 294,929 | $15.9M |
| Quantum Financial Advisors, LLC | 1.77% | Add +17.2% | 291,229 | $15.7M |
| Integrated Wealth Concepts LLC | 0.18% | Add +3.9% | 280,920 | $15.2M |
| Midwest Heritage Bank, FSB | 5.06% | Add +7.0% | 271,104 | $14.7M |
| TruNorth Capital Management, LLC | 2.77% | Add +12.1% | 270,401 | $14.6M |
| Outbound Financial Inc | 11.28% | Add +9.0% | 267,957 | $14.5M |
| Moneta Group Investment Advisors LLC | 0.10% | Add +10.1% | 248,717 | $13.4M |
| Jane Street Group, LLC | 0.02% | Add +217.5% | 242,004 | $13.1M |
| Allworth Financial LP | 0.05% | Add +116.8% | 210,748 | $11.4M |
| Wheels Up Wealth, Inc. | 10.54% | — | 209,179 | $11.3M |
| Modera Wealth Management, LLC | 0.12% | Reduce -5.9% | 187,890 | $10.2M |
| Dynamic Advisor Solutions LLC | 0.32% | Add +2369.0% | 181,697 | $9.8M |
| GeoWealth Management, LLC | 0.36% | Add +4.0% | 179,680 | $9.7M |
| Archer Investment Management, LLC | 5.12% | Reduce -35.0% | 176,015 | $9.5M |
| Stolz & Associates, PS | 6.92% | — | 165,930 | $9.0M |
| Gradient Capital Advisors, LLC | 2.29% | Add +94.3% | 164,336 | $8.9M |
| Bridge Generations Wealth Management LLC | 5.34% | Reduce -1.2% | 159,541 | $8.6M |
| Grand Wealth Management, LLC | 3.84% | Add +27.2% | 156,694 | $8.5M |
| Pandowealth. LLC | 7.70% | — | 155,196 | $8.4M |
| Archford Capital Strategies, LLC | 0.95% | Add +6.5% | 151,395 | $8.2M |
| Signature Resources Capital Management, LLC | 3.92% | Add +4.0% | 143,343 | $7.8M |
| Betterment LLC | 0.01% | Add +15.1% | 141,867 | $7.7M |
| Kings Path Partners LLC | 2.63% | Add +24.1% | 138,912 | $7.5M |
| Savant Capital, LLC | 0.04% | Add +636.4% | 135,030 | $7.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +33.9% | 134,627 | $7.3M |
| Park Avenue Securities LLC | 0.06% | Add +10.0% | 132,807 | $7.2M |
| Meredith Wealth Planning | 2.13% | Add +42.3% | 132,039 | $7.1M |
| Tru Independence Asset Management 2, LLC | 4.03% | Add +7.3% | 119,060 | $6.4M |
| OneDigital Investment Advisors LLC | 0.06% | Add +86.1% | 118,008 | $6.4M |
| Red Lighthouse Investment Management, LLC | 2.20% | Add +35.2% | 113,913 | $6.2M |
| Mariner, LLC | 0.01% | Add +3.3% | 112,890 | $6.1M |
| Thrivent Financial for Lutherans | 0.01% | New | 99,312 | $5.4M |
| Krilogy Financial LLC | 0.17% | Add +10.3% | 91,446 | $5.0M |
| One Degree Advisors Inc | 1.36% | Add +4.7% | 91,774 | $5.0M |
| marrick wealth, LLC | 3.88% | — | 87,593 | $4.7M |
| Wolfstich Capital, LLC | 4.35% | New | 87,222 | $4.7M |
| Applied Capital LLC | 1.80% | Add +26.6% | 86,529 | $4.7M |
| Farther Finance Advisors, LLC | 0.05% | Add +408.4% | 85,046 | $4.6M |
| HFM Investment Advisors, LLC | 1.76% | Add +0.9% | 83,473 | $4.5M |
| 55 North Private Wealth, LLC | 1.14% | — | 79,929 | $4.3M |
| LPL Financial LLC | 0.00% | Add +67.3% | 75,933 | $4.1M |
| City State Bank | 1.05% | Add +32.4% | 70,767 | $3.8M |
| Foundry Financial LLC | 2.00% | — | 70,325 | $3.8M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.77% | Add +1.1% | 68,636 | $3.7M |
| International Private Wealth Advisors LLC | 2.29% | Add +31.1% | 67,287 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Add +43.5% | 65,525 | $3.5M |
| Master's Wealth Management Inc. | 1.24% | Reduce -79.8% | 63,993 | $3.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -18.6% | 63,959 | $3.5M |
| Merit Financial Group, LLC | 0.03% | Reduce -58.5% | 63,904 | $3.5M |
| Acorn Wealth Advisors, LLC | 1.00% | Reduce -8.2% | 62,301 | $3.4M |
| Disciplined Investors, L.L.C. | 2.20% | Add +13.8% | 62,057 | $3.4M |
| Kestra Investment Management, LLC | 0.07% | Add +45.9% | 56,533 | $3.1M |
| Truist Financial Corp. | 0.00% | Reduce -3.3% | 55,224 | $3.0M |
| Sax Wealth Advisors, LLC | 0.14% | Add +35.3% | 55,008 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +26.1% | 54,356 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Add +12.0% | 50,569 | $2.7M |
| Foster Group, Inc. | 0.08% | Add +0.3% | 48,043 | $2.6M |
| PFG Advisors | 0.12% | New | 46,809 | $2.5M |
| Abel Hall, LLC | 0.58% | Add +3.3% | 46,253 | $2.5M |
| Austin Private Wealth, LLC | 0.17% | Add +8.6% | 40,950 | $2.2M |
| Citigroup Inc. | 0.00% | Add +5.6% | 38,085 | $2.1M |
| Two West Capital Advisors LLC | 1.13% | Add +16.0% | 35,915 | $1.9M |
| XY Planning Network, Inc. | 0.34% | Add +41.6% | 35,768 | $1.9M |
| Firethorn Wealth Partners, LLC | 0.72% | Add +1.2% | 35,417 | $1.9M |
| American Investment Services, Inc. | 0.43% | Add +17.1% | 34,266 | $1.9M |
| CreativeOne Wealth, LLC | 0.04% | Add +3.4% | 34,249 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +42.3% | 33,569 | $1.8M |
| Nwam LLC | 0.10% | Add +3.7% | 32,792 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +9.3% | 30,219 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | New | 25,915 | $1.4M |
| Keating Financial Advisory Services, Inc. | 0.17% | — | 23,636 | $1.3M |
| Vantage Point Financial LLC | 0.44% | Add +42.8% | 22,666 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -21.5% | 22,559 | $1.2M |
| Kane Co Wealth Management, Inc. | 1.06% | — | 22,329 | $1.2M |
| Xcelsior Advisor Partners LLC | 0.58% | — | 22,085 | $1.2M |
| Parkwoods Wealth Partners, LLC | 0.35% | Add +49.3% | 21,743 | $1.2M |
| Triad Wealth Partners, LLC | 0.10% | Add +30.1% | 20,096 | $1.1M |
"% 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.