Dimensional Global Core Plus Fixed Income ETF (DFGP)

ETF ยท Nasdaq

Dimensional Global Core Plus Fixed Income ETF (DFGP) is an exchange-traded fund listed on Nasdaq, where it has traded since November 7, 2023.

Type
Exchange-traded fund
Listed On
Nasdaq
Listed Since
November 7, 2023

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 183 institutions reported holding DFGP, with 42.2 million shares worth $2.3 billion in aggregate. The largest reported holder was Forum Financial Management, with 6.8 million shares worth $370.7 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
Forum Financial Management6,807,681$371MAdded 4.09%
Maseco4,107,724$224MAdded 6.68%
Symmetry Partners2,499,991$136MReduced 1.65%
Von Borstel & Associates1,616,680$88MAdded 5.94%
Beacon Pointe Advisors1,170,296$64MReduced 1.2%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is DFGP?

Dimensional Global Core Plus Fixed Income ETF (DFGP) is an exchange-traded fund listed on Nasdaq, where it has traded since November 7, 2023.

Who are the largest institutional holders of DFGP?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of DFGP were Forum Financial Management, Maseco and Symmetry Partners.

How many institutions own DFGP?

183 institutions reported a position in DFGP for the quarter ended June 30, 2026, worth $2.3 billion in total.

Did institutions buy or sell DFGP last quarter?

Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for DFGP.

Every reported institutional holder, plus insider and congressional trades in DFGP, on SentiSense.