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 |
| Vantage Point Financial LLC | 0.45% | Add +3.9% | 23,551 | $1.3M |
| Xcelsior Advisor Partners LLC | 0.48% | Add +5.2% | 23,233 | $1.3M |
| Triad Wealth Partners, LLC | 0.10% | Add +15.6% | 23,231 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +198.3% | 22,383 | $1.2M |
| Alpha Financial Advisors, LLC | 0.33% | Add +58.2% | 20,124 | $1.1M |
| Tandem Financial, LLC | 0.37% | New | 20,009 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +1070.3% | 18,525 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +13.4% | 18,058 | $975K |
| Shearwater Capital LLC | 0.49% | Add +4.8% | 17,173 | $927K |
| Vested Financial Planning, LLC | 0.71% | Add +3.8% | 17,165 | $927K |
| Arkadios Wealth Advisors | 0.01% | No change | 16,834 | $909K |
| Faithward Advisors, LLC | 0.13% | Add +10.4% | 16,478 | $890K |
| Mutual Advisors, LLC | 0.02% | Add +27.3% | 16,058 | $867K |
| Sterling Wealth Management, Inc. | 0.23% | New | 15,257 | $824K |
| Aurelius Family Office LLC | 0.35% | Reduce -1.0% | 15,087 | $815K |
| Diversify Wealth Management, LLC | 0.01% | New | 14,648 | $793K |
| Choreo, LLC | 0.01% | New | 11,031 | $596K |
| Donalies Financial Planning, LLC | 0.50% | Add +10.7% | 10,946 | $591K |
| Daner Wealth Management, LLC | 0.34% | Add +27.3% | 10,727 | $582K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +20.0% | 10,662 | $576K |
| Optimus Capital Advisors, LLC | 0.33% | Reduce -21.9% | 10,192 | $550K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +39.6% | 9,547 | $515K |
| Plancorp, LLC | 0.01% | Add +11.0% | 9,327 | $506K |
| Sei Investments Co. | 0.00% | Add +39.5% | 8,478 | $458K |
| IHT Wealth Management, LLC | 0.01% | New | 8,476 | $445K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.9% | 8,126 | $440K |
| Uptick Partners, LLC | 0.09% | New | 8,076 | $436K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -53.4% | 8,015 | $433K |
| Fisher Asset Management | 0.00% | New | 7,500 | $405K |
| Aegis Wealth Management LLC | 0.23% | Add +4.5% | 7,362 | $397K |
| First Financial Group Corp | 0.32% | New | 7,316 | $395K |
| Savvy Advisors, Inc. | 0.01% | Reduce -0.6% | 7,099 | $383K |
| Johnson Wealth Management, LLC | 0.17% | Add +1.7% | 6,695 | $361K |
| Clarity Capital Advisors, LLC | 0.17% | No change | 6,594 | $356K |
| Wellington-Altus USA Inc. | 0.19% | New | 5,975 | $325K |
| Werba Rubin Papier Wealth Management | 0.04% | Add +28.1% | 5,854 | $316K |
| Vise Technologies, Inc. | 0.01% | No change | 5,479 | $296K |
| Accurate Wealth Management, LLC | 0.04% | New | 5,401 | $293K |
| Axis Wealth Partners, LLC | 0.15% | Add +23.3% | 5,222 | $282K |
| Concord Wealth Partners | 0.04% | No change | 5,101 | $275K |
| Royal Bank of Canada | 0.00% | Add +260.8% | 4,907 | $265K |
| National Bank of Canada | 0.00% | Add +339.9% | 4,883 | $264K |
| SwitchPoint Financial Planning, LLC | 0.18% | No change | 4,838 | $261K |
| Advyzon Investment Management, LLC | 0.02% | Add +3.2% | 4,634 | $250K |
| IFG Advisory, LLC | 0.69% | New | 4,485 | $242K |
| Index Fund Advisors, Inc. | 0.01% | No change | 4,465 | $241K |
| Everest Financial Group LLC | 0.04% | New | 4,425 | $239K |
| Victory Financial Group, LLC | 0.03% | Add +3.7% | 4,334 | $234K |
| Brooklyn Investment Group | 0.01% | Reduce -18.4% | 4,228 | $228K |
| Rehmann Capital Advisory Group | 0.01% | Add +3.6% | 4,182 | $226K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 4,160 | $225K |
| Brookwood Investment Group LLC | 0.03% | New | 3,987 | $215K |
| BankChampaign, National Association | 0.19% | Add +596.0% | 3,473 | $188K |
| Clarity Asset Management, Inc. | 0.09% | New | 3,235 | $175K |
| Harbour Investments, Inc. | 0.00% | New | 2,747 | $148K |
| Assetmark, Inc. | 0.00% | New | 1,796 | $97K |
| Coston, McIsaac & Partners | 0.02% | No change | 1,781 | $96K |
| Trust Co | 0.01% | No change | 1,600 | $86K |
| Private Wealth Management Group, LLC | 0.02% | Add +8.5% | 1,488 | $80K |
| Cwm, LLC | 0.00% | Add +95.1% | 1,366 | $74K |
| Ascentis Independent Advisors | 0.01% | New | 1,258 | $68K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +0.5% | 1,160 | $63K |
| Root Financial Partners, LLC | 0.00% | Add +113.6% | 1,034 | $56K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +1.6% | 986 | $53K |
| Elevate Wealth Advisory, Inc. | 0.02% | No change | 585 | $32K |
| CoreCap Advisors, LLC | 0.00% | New | 533 | $29K |
| Fifth Third Bancorp | 0.00% | New | 531 | $29K |
| RHL Group, LLC | 0.02% | Add +2.3% | 847 | $23K |
| Torren Management, LLC | 0.01% | No change | 410 | $22K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 342 | $18K |
| UBS Group AG | 0.00% | New | 308 | $17K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -86.9% | 242 | $13K |
| Nemes Rush Group LLC | 0.00% | No change | 162 | $9K |
| Larson Financial Group LLC | 0.00% | No change | 110 | $6K |
| Aspect Partners, LLC | 0.00% | No change | 33 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 29 | $2K |
"% 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.