Who owns Dimensional - Global Core Plus Fixed Income ETF?
Institutional ownership of DFGP from SEC Form 13F filings across 99 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.
99
13F holders
$755.3M
value, 2026 filers
29%
of shares outstanding (14.3M sh)
13
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 | WPWealth LLP | 1.1M | $58.6M | 8.7% | 2.2% | -9.4% |
| 2 | Integrity Advisory Solutions, LLC | 916,984 | $49.9M | 5.1% | 1.9% | +17.5% |
| 3 | Vestmark Advisory Solutions, Inc. | 857,514 | $46.7M | 0.4% | 1.7% | 0.0% |
| 4 | Beaird Harris Wealth Management, LLC | 743,391 | $40.5M | 2.5% | 1.5% | +17.5% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 712,638 | $38.8M | 0.0% | 1.4% | +4.0% |
| 6 | BANK OF AMERICA CORP /DE/ | 708,687 | $38.6M | 0.0% | 1.4% | +15.3% |
| 7 | INTEGRITY ALLIANCE, LLC. | 649,402 | $35.4M | 1.1% | 1.3% | +5.5% |
| 8 | AE Wealth Management LLC | 610,795 | $33.3M | 0.2% | 1.2% | +4.7% |
| 9 | Allworth Financial LP | 597,304 | $32.5M | 0.1% | 1.2% | +37.2% |
| 10 | Integrated Wealth Concepts LLC | 554,217 | $30.2M | 0.1% | 1.1% | +92.7% |
| 11 | DiNuzzo Private Wealth, Inc. | 502,670 | $27.4M | 2.7% | 1% | +9.2% |
| 12 | JONES FINANCIAL COMPANIES LLLPNEW | 482,694 | $26.4M | 0.0% | 1% | new |
| 13 | RFG Advisory, LLC | 461,737 | $25.1M | 0.4% | 0.9% | +5.3% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 436,461 | $23.8M | 0.0% | 0.9% | +9.9% |
| 15 | MONETA GROUP INVESTMENT ADVISORS LLC | 322,380 | $17.6M | 0.1% | 0.7% | +8.1% |
| 16 | Savant Capital, LLC | 285,337 | $15.5M | 0.0% | 0.6% | +31.0% |
| 17 | Dynamic Advisor Solutions LLC | 197,120 | $10.7M | 0.3% | 0.4% | -1.2% |
| 18 | OLD MISSION CAPITAL LLCNEW | 192,871 | $10.5M | 0.2% | 0.4% | new |
| 19 | Archford Capital Strategies, LLC | 191,581 | $10.4M | 1.1% | 0.4% | +3.9% |
| 20 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 184,792 | $10.1M | 0.0% | 0.4% | 0.0% |
| 21 | Signature Resources Capital Management, LLC | 174,708 | $9.5M | 3.8% | 0.4% | +11.0% |
| 22 | FIDUCIARY FINANCIAL ADVISORS | 173,102 | $9.4M | 1.0% | 0.4% | +54.1% |
| 23 | Betterment LLC | 170,324 | $9,276 | 0.0% | 0.3% | +9.0% |
| 24 | Apella Capital, LLC | 167,820 | $9.1M | 0.1% | 0.3% | +573.3% |
| 25 | Kestra Advisory Services, LLC | 163,638 | $8.9M | 0.0% | 0.3% | +14.3% |
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.