Dimensional Global Core Plus Fixed Income ETF (DFGP) Institutional Ownership

$52.98
-0.12 (-0.23%)
(As of 05/17/2024 08:53 PM ET)

Institutional Ownership Changes (13F Filings) for Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$369.61M
Number of
Institutional Sellers
(last 12 months)
0
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DFGP Institutional Buying and Selling by Quarter

Dimensional Global Core Plus Fixed Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024 OLD Mission Capital LLC62,226$3.32M0.1%+545.4%0.494%
5/10/2024 Nwam LLC3,889$206K0.0%N/A0.032%
5/9/2024 Forum Financial Management LP4,985,303$266.12M4.5%N/A41.201%
5/7/2024 TCI Wealth Advisors Inc.406,669$21.71M2.1%+3.0%3.361%
5/6/2024 Ruedi Wealth Management Inc.127,341$6.80M2.9%+469.4%1.052%
5/6/2024DiNuzzo Private Wealth Inc.226,411$12.09M1.6%+11.0%1.871%
5/3/2024 Schwarz Dygos Wheeler Investment Advisors LLC5,933$317K0.1%N/A0.050%
4/30/2024 Hutchens & Kramer Investment Management Group LLC4,084$216K0.1%N/A0.035%
4/29/2024Commonwealth Equity Services LLC63,035$3.37M0.0%+298.5%0.534%
4/26/2024 Acorn Wealth Advisors LLC26,448$1.41M0.7%N/A0.224%
4/26/2024 Quantum Financial Advisors LLC36,075$1.93M0.3%N/A0.306%
4/24/2024 Krilogy Financial LLC20,633$1.10M0.1%N/A0.175%
4/23/2024 Meredith Wealth Planning4,057$217K0.1%N/A0.034%
4/23/2024 Applied Capital LLC18,454$985K0.6%+151.0%0.156%
4/17/2024 Annapolis Financial Services LLC64,857$3.46M1.1%+38.7%0.564%
4/16/2024 Firethorn Wealth Partners LLC26,709$1.43M0.8%+283.5%0.232%
2/12/2024 American Investment Services Inc.10,044$535K0.1%N/A0.287%
2/6/2024 TCI Wealth Advisors Inc.394,746$21.03M2.2%N/A11.278%
2/6/2024 Vestmark Advisory Solutions Inc.411,428$21.91M1.1%N/A11.755%
2/6/2024DiNuzzo Private Wealth Inc.204,049$10.87M1.5%N/A5.830%
2/2/2024 Truist Financial Corp45,278$2.33M0.0%N/A1.415%
2/1/2024 Aspire Private Capital LLC3,159$168K0.0%N/A0.099%
2/1/2024 Annapolis Financial Services LLC46,768$2.49M0.6%N/A1.462%
1/26/2024 McCarthy Grittinger Financial Group LLC400,892$21.35M7.1%N/A12.932%
1/25/2024 Ruedi Wealth Management Inc.22,364$1.19M0.6%N/A0.721%
1/25/2024 Firethorn Wealth Partners LLC6,965$371K0.2%N/A0.225%
1/23/2024 Applied Capital LLC7,353$392K0.2%N/A0.245%
(Data available from 1/1/2016 forward)

DFGP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFGP shares?

During the previous two years, 21 institutional investors and hedge funds held shares of Dimensional Global Core Plus Fixed Income ETF. The most heavily invested institutionals were Forum Financial Management LP ($266.12M), Vestmark Advisory Solutions Inc. ($21.91M), TCI Wealth Advisors Inc. ($21.71M), McCarthy Grittinger Financial Group LLC ($21.35M), DiNuzzo Private Wealth Inc. ($12.09M), Ruedi Wealth Management Inc. ($6.80M), and Annapolis Financial Services LLC ($3.46M).Learn more on DFGP's institutional investors.

Which institutional investors have been buying Dimensional Global Core Plus Fixed Income ETF stock?

Of the 21 institutional investors that purchased Dimensional Global Core Plus Fixed Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Forum Financial Management LP ($4.99M), Vestmark Advisory Solutions Inc. ($411.43K), TCI Wealth Advisors Inc. ($406.67K), McCarthy Grittinger Financial Group LLC ($400.89K), DiNuzzo Private Wealth Inc. ($226.41K), Ruedi Wealth Management Inc. ($127.34K), and Annapolis Financial Services LLC ($64.86K).

How much institutional buying is happening at Dimensional Global Core Plus Fixed Income ETF?

Institutional investors have bought a total of 6,927,464 shares in the last 24 months. This purchase volume represents approximately $369.61M in transactions.


This page (NASDAQ:DFGP) was last updated on 5/20/2024 by MarketBeat.com Staff

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