Dimensional GLBL Core PL FixDFGPETF
13F holders, Q1 2026 (March 31)176holders +12
28new positions
15sold out
1famous investor
$53.98avg. 13F price*
At the end of Q1 2026, 176 institutions reported holding Dimensional GLBL Core PL Fix (DFGP) in their 13F filings, up 12 from Q4 2025. 28 opened new positions and 15 sold out. The largest holders were Forum Financial Management, LP ($353.1M), Maseco LLP ($207.9M) and Symmetry Partners, LLC ($137.2M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $45.9M |
| Exits | 15 | $40.0M |
All 13F filers, Q4 2025 → Q1 2026: 4,029,233 shares bought and 847,306 shares sold, net +3,181,927 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 176 holders
| Forum Financial Management, LP | 5.00% | Add +4.5% | 6,540,363 | $353.1M |
| Maseco LLP | 6.52% | Add +13.6% | 3,850,637 | $207.9M |
| Symmetry Partners, LLC | 7.84% | Add +2.8% | 2,541,953 | $137.2M |
| von Borstel & Associates, Inc. | 18.85% | Add +9.9% | 1,525,962 | $82.4M |
| WPWealth LLP | 9.80% | Add +5.3% | 1,187,931 | $64.1M |
| Beacon Pointe Advisors, LLC | 0.34% | Add +0.7% | 1,184,456 | $63.9M |
| Ruedi Wealth Management, Inc. | 13.81% | Add +8.1% | 993,040 | $53.6M |
| Penobscot Wealth Management | 14.43% | Add +5.3% | 904,625 | $48.8M |
| Vestmark Advisory Solutions, Inc. | 0.51% | Add +1.9% | 857,514 | $46.3M |
| Curio Wealth, LLC | 15.46% | Add +9.9% | 838,007 | $45.2M |
| Integrity Advisory Solutions, LLC | 5.57% | Add +12.1% | 780,569 | $42.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.6% | 685,143 | $37.0M |
| Beaird Harris Wealth Management, LLC | 2.32% | Add +47.8% | 632,699 | $34.2M |
| Integrity Alliance, Llc. | 1.26% | Add +8.7% | 615,537 | $33.2M |
| Bank of America Corp. | 0.00% | Reduce -3.0% | 614,755 | $33.2M |
| TCI Wealth Advisors, Inc. | 1.76% | Add +1.8% | 614,735 | $33.2M |
| AE Wealth Management LLC | 0.17% | Add +3.4% | 583,563 | $31.5M |
| MilWealth Group LLC | 6.58% | Add +2.9% | 512,349 | $27.7M |
| Straight Path Wealth Management | 7.05% | Add +12.2% | 488,899 | $26.4M |
| DiNuzzo Private Wealth, Inc. | 2.68% | Add +5.5% | 460,302 | $24.9M |
| RFG Advisory, LLC | 0.44% | Add +4.6% | 438,484 | $23.7M |
| Allworth Financial LP | 0.10% | Add +106.6% | 435,427 | $23.5M |
| United Wealth Management, LLC | 5.69% | Add +14.6% | 424,059 | $22.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +6.2% | 397,207 | $21.4M |
| Midwest Heritage Bank, FSB | 5.99% | Add +27.6% | 345,985 | $18.7M |
| Wealth Advisors Northwest LLC | 7.49% | Add +12.1% | 330,590 | $17.8M |
| Quantum Financial Advisors, LLC | 1.96% | Add +11.4% | 324,364 | $17.5M |
| Moneta Group Investment Advisors LLC | 0.12% | Add +19.9% | 298,326 | $16.1M |
| Integrated Wealth Concepts LLC | 0.12% | Add +2.4% | 287,674 | $15.5M |
| Outbound Financial Inc | 11.46% | Add +5.6% | 283,042 | $15.3M |
| Stolz & Associates, PS | 10.59% | Add +68.0% | 278,826 | $15.2M |
| TruNorth Capital Management, LLC | 2.86% | Add +2.3% | 276,590 | $14.9M |
| Savant Capital, LLC | 0.06% | Add +61.3% | 217,805 | $11.8M |
| Gradient Capital Advisors, LLC | 3.04% | Add +32.0% | 217,002 | $11.7M |
| Wheels Up Wealth, Inc. | 10.87% | Add +2.4% | 214,229 | $11.6M |
| GeoWealth Management, LLC | 0.40% | Add +15.1% | 206,813 | $11.2M |
| Dynamic Advisor Solutions LLC | 0.34% | Add +9.8% | 199,549 | $10.8M |
| Meredith Wealth Planning | 2.89% | Add +49.9% | 197,859 | $10.7M |
| Modera Wealth Management, LLC | 0.12% | Add +0.1% | 188,173 | $10.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 184,792 | $10.0M |
| Archford Capital Strategies, LLC | 1.14% | Add +21.8% | 184,387 | $10.0M |
| Grand Wealth Management, LLC | 4.59% | Add +15.4% | 180,846 | $9.8M |
| Fort Vancouver Investment Management, LLC | 4.62% | New | 168,441 | $9.1M |
| Pandowealth. LLC | 7.74% | Add +5.8% | 164,247 | $8.9M |
| Bridge Generations Wealth Management LLC | 5.02% | Add +1.7% | 162,187 | $8.8M |
| Park Avenue Securities LLC | 0.07% | Add +19.6% | 158,902 | $8.6M |
| Signature Resources Capital Management, LLC | 4.03% | Add +9.8% | 157,401 | $8.5M |
| Betterment LLC | 0.02% | Add +10.1% | 156,211 | $8.4M |
| AA Financial Advisors, LLC | 1.16% | New | 152,869 | $8.3M |
| CSP Financial Group, LLC | 8.35% | — | 151,014 | $8.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +6.4% | 143,197 | $7.7M |
| Kings Path Partners LLC | 2.66% | Add +3.0% | 143,143 | $7.7M |
| OneDigital Investment Advisors LLC | 0.07% | Add +11.2% | 131,264 | $7.1M |
| Red Lighthouse Investment Management, LLC | 2.31% | Add +11.3% | 126,786 | $6.8M |
| Farther Finance Advisors, LLC | 0.06% | Add +48.5% | 126,277 | $6.8M |
| Tru Independence Asset Management 2, LLC | 4.15% | Add +4.9% | 124,897 | $6.7M |
| Mariner, LLC | 0.01% | Add +5.6% | 119,177 | $6.4M |
| Applied Capital LLC | 2.38% | Add +36.2% | 117,867 | $6.4M |
| Fiduciary Financial Advisors | 5.41% | — | 112,348 | $6.1M |
| Vestia Personal Wealth Advisors | 2.56% | New | 113,433 | $5.4M |
| One Degree Advisors Inc | 1.39% | Add +6.9% | 98,113 | $5.3M |
| Krilogy Financial LLC | 0.17% | Add +4.9% | 95,943 | $5.2M |
| HFM Investment Advisors, LLC | 1.94% | Add +11.9% | 93,449 | $5.0M |
| marrick wealth, LLC | 4.03% | Add +1.4% | 88,810 | $4.8M |
| LPL Financial LLC | 0.00% | Add +16.2% | 88,208 | $4.8M |
| City State Bank | 1.23% | Add +24.1% | 87,845 | $4.7M |
| International Private Wealth Advisors LLC | 2.78% | Add +25.1% | 84,165 | $4.5M |
| 55 North Private Wealth, LLC | 1.12% | Add +1.6% | 81,211 | $4.4M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.86% | Add +11.5% | 76,519 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +8.7% | 71,209 | $3.8M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +24.0% | 67,387 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Add +34.0% | 67,758 | $3.6M |
| Professional Financial Advisors, LLC | 0.72% | New | 65,617 | $3.5M |
| Disciplined Investors, L.L.C. | 2.08% | Add +4.5% | 64,829 | $3.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.2% | 62,539 | $3.4M |
| Acorn Wealth Advisors, LLC | 0.92% | Reduce -6.2% | 58,441 | $3.2M |
| Citigroup Inc. | 0.00% | Add +47.3% | 56,106 | $3.0M |
| Master's Wealth Management Inc. | 1.01% | Reduce -13.6% | 55,308 | $3.0M |
| Sax Wealth Advisors, LLC | 0.14% | No change | 55,008 | $3.0M |
| Merit Financial Group, LLC | 0.02% | Reduce -18.1% | 52,313 | $2.8M |
| PFG Advisors | 0.14% | Add +11.4% | 52,168 | $2.8M |
| Truist Financial Corp. | 0.00% | Reduce -5.9% | 51,954 | $2.8M |
| Cerity Partners LLC | 0.00% | New | 47,119 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +38.8% | 46,586 | $2.5M |
| Foster Group, Inc. | 0.07% | Reduce -4.1% | 46,090 | $2.5M |
| Abel Hall, LLC | 0.53% | Reduce -0.4% | 46,065 | $2.5M |
| Nwam LLC | 0.13% | Add +23.9% | 40,634 | $2.2M |
| Keating Financial Advisory Services, Inc. | 0.35% | Add +67.4% | 39,573 | $2.1M |
| Two West Capital Advisors LLC | 1.13% | Add +9.5% | 39,326 | $2.1M |
| XY Planning Network, Inc. | 0.32% | Add +3.5% | 37,014 | $2.0M |
| American Investment Services, Inc. | 0.43% | Add +5.3% | 36,094 | $1.9M |
| Foundry Financial LLC | 0.81% | Reduce -49.9% | 35,219 | $1.9M |
| Firethorn Wealth Partners, LLC | 0.68% | Reduce -3.6% | 34,147 | $1.8M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -4.1% | 32,842 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +31.3% | 29,620 | $1.6M |
| Parkwoods Wealth Partners, LLC | 0.37% | Add +28.3% | 27,890 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +0.8% | 26,118 | $1.4M |
| MML Investors Services, LLC | 0.00% | Reduce -14.4% | 25,866 | $1.4M |
| Apella Capital, LLC | 0.02% | Add +55.9% | 24,924 | $1.4M |
| Kane Co Wealth Management, Inc. | 1.14% | Add +12.1% | 25,039 | $1.4M |
"% 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.