Who owns Dimensional - Global Core Plus Fixed Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DFGP from SEC Form 13F filings across 185 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 185 institutions disclosed 41.9M shares of Dimensional - Global Core Plus Fixed Income ETF worth $2.27B — about 84.9% of shares outstanding; the largest disclosed holder is Forum Financial Management, LP. Source: SEC Form 13F filings, parsed by EvidInvest.
185
13F holders
$2.27B
value, 2026 filers
84.9%
of shares outstanding (41.9M sh)
27
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DFGP's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Forum Financial Management, LP | 6.8M | $370.7M | 4.8% | 13.8% | +4.1% |
| 2 | MASECO LLP | 4.1M | $223.7M | 6.3% | 8.3% | +6.7% |
| 3 | Symmetry Partners, LLC | 2.5M | $136.1M | 6.9% | 5.1% | -1.7% |
| 4 | von Borstel & Associates, Inc. | 1.6M | $88.0M | 18.1% | 3.3% | +5.9% |
| 5 | Beacon Pointe Advisors, LLC | 1.2M | $63.7M | 0.3% | 2.4% | -1.2% |
| 6 | WPWealth LLP | 1.1M | $58.6M | 8.7% | 2.2% | -9.4% |
| 7 | Ruedi Wealth Management, Inc. | 1.1M | $57.4M | 13.5% | 2.1% | +6.1% |
| 8 | CURIO WEALTH, LLC | 930,622 | $50.7M | 15.7% | 1.9% | +11.1% |
| 9 | Integrity Advisory Solutions, LLC | 916,984 | $49.9M | 5.1% | 1.9% | +17.5% |
| 10 | Vestmark Advisory Solutions, Inc. | 857,514 | $46.7M | 0.4% | 1.7% | 0.0% |
| 11 | PENOBSCOT WEALTH MANAGEMENT | 841,792 | $45.8M | 12.3% | 1.7% | -6.9% |
| 12 | Beaird Harris Wealth Management, LLC | 743,391 | $40.5M | 2.5% | 1.5% | +17.5% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 712,638 | $38.8M | 0.0% | 1.4% | +4.0% |
| 14 | BANK OF AMERICA CORP /DE/ | 708,687 | $38.6M | 0.0% | 1.4% | +15.3% |
| 15 | TCI Wealth Advisors, Inc. | 685,446 | $37.3M | 1.6% | 1.4% | +11.5% |
| 16 | INTEGRITY ALLIANCE, LLC. | 649,402 | $35.4M | 1.1% | 1.3% | +5.5% |
| 17 | AE Wealth Management LLC | 610,795 | $33.3M | 0.2% | 1.2% | +4.7% |
| 18 | Allworth Financial LP | 597,304 | $32.5M | 0.1% | 1.2% | +37.2% |
| 19 | MilWealth Group LLC | 556,533 | $30.3M | 6.5% | 1.1% | +8.6% |
| 20 | Wealth Advisors Northwest LLC | 538,423 | $29.3M | 10.0% | 1.1% | +62.9% |
| 21 | Straight Path Wealth Management | 517,408 | $28.2M | 6.6% | 1% | +5.8% |
| 22 | DiNuzzo Private Wealth, Inc. | 502,670 | $27.4M | 2.7% | 1% | +9.2% |
| 23 | JONES FINANCIAL COMPANIES LLLPNEW | 482,694 | $26.4M | 0.0% | 1% | new |
| 24 | RFG Advisory, LLC | 461,737 | $25.1M | 0.4% | 0.9% | +5.3% |
| 25 | United Wealth Management, LLC | 448,547 | $24.4M | 5.5% | 0.9% | +5.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.