DFGP Institutional Ownership
Dimensional - Global Core Plus Fixed Income ETF
1W: -0.5%
1M: -2.1%
3M: -4.6%
YTD: -3.8%
1Y: -3.5%
$52.00
-0.07 (-0.14%)
Weekly Expected Move ±0.8%
$51
$52
$52
$52
$53
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — DFGP
196
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
21
New Positions
123
Increased
40
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (210 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Forum Financial Management, LP | 6,807,681 | $354M | +267,318 | +4.1% | 10Q | SEC ↗ |
| 2 | MASECO LLP | 4,107,724 | $214M | +257,087 | +6.7% | 5Q | SEC ↗ |
| 3 | Symmetry Partners, LLC | 2,499,991 | $130M | -41,962 | -1.7% | 3Q | SEC ↗ |
| 4 | von Borstel & Associates, Inc. | 1,616,680 | $84M | +90,718 | +5.9% | 8Q | SEC ↗ |
| 5 | Beacon Pointe Advisors, LLC | 1,170,296 | $61M | -14,160 | -1.2% | 4Q | SEC ↗ |
| 6 | WPWealth LLP | 1,076,585 | $56M | -111,346 | -9.4% | 7Q | SEC ↗ |
| 7 | Ruedi Wealth Management, Inc. | 1,053,280 | $55M | +60,240 | +6.1% | 11Q | SEC ↗ |
| 8 | CURIO WEALTH, LLC | 930,622 | $48M | +92,615 | +11.1% | 7Q | SEC ↗ |
| 9 | Integrity Advisory Solutions, LLC | 916,984 | $48M | +136,415 | +17.5% | 4Q | SEC ↗ |
| 10 | Vestmark Advisory Solutions, Inc. | 857,514 | $45M | — | +0.0% | 11Q | SEC ↗ |
| 11 | PENOBSCOT WEALTH MANAGEMENT | 841,792 | $44M | -62,833 | -6.9% | 10Q | SEC ↗ |
| 12 | Beaird Harris Wealth Management, LLC | 743,391 | $39M | +110,692 | +17.5% | 5Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 712,638 | $37M | +27,495 | +4.0% | 11Q | SEC ↗ |
| 14 | BANK OF AMERICA CORP /DE | 708,687 | $37M | +93,932 | +15.3% | 10Q | SEC ↗ |
| 15 | TCI Wealth Advisors, Inc. | 685,446 | $36M | +70,711 | +11.5% | 11Q | SEC ↗ |
| 16 | INTEGRITY ALLIANCE, LLC. | 649,402 | $34M | +33,865 | +5.5% | 6Q | SEC ↗ |
| 17 | AE Wealth Management LLC | 610,795 | $32M | +27,232 | +4.7% | 9Q | SEC ↗ |
| 18 | Allworth Financial LP | 597,304 | $31M | +161,877 | +37.2% | 4Q | SEC ↗ |
| 19 | MilWealth Group LLC | 556,533 | $29M | +44,184 | +8.6% | 11Q | SEC ↗ |
| 20 | Wealth Advisors Northwest LLC | 538,423 | $28M | +207,833 | +62.9% | 7Q | SEC ↗ |
| 21 | Straight Path Wealth Management | 517,408 | $27M | +28,509 | +5.8% | 8Q | SEC ↗ |
| 22 | DiNuzzo Private Wealth, Inc. | 502,670 | $26M | +42,368 | +9.2% | 11Q | SEC ↗ |
| 23 | JONES FINANCIAL COMPANIES LLLP NEW | 482,694 | $25M | — | +0.0% | 1Q | SEC ↗ |
| 24 | RFG Advisory, LLC | 461,737 | $24M | +23,253 | +5.3% | 6Q | SEC ↗ |
| 25 | United Wealth Management, LLC | 448,547 | $23M | +24,488 | +5.8% | 7Q | SEC ↗ |
| 26 | COMMONWEALTH EQUITY SERVICES, LLC | 436,461 | $23M | +39,254 | +9.9% | 11Q | SEC ↗ |
| 27 | Quantum Financial Advisors, LLC | 392,244 | $20M | +67,880 | +20.9% | 10Q | SEC ↗ |
| 28 | STOLZ & ASSOCIATES, PS | 380,781 | $20M | +101,955 | +36.6% | 3Q | SEC ↗ |
| 29 | Midwest Heritage Bank, FSB | 360,392 | $19M | +14,407 | +4.2% | 8Q | SEC ↗ |
| 30 | MONETA GROUP INVESTMENT ADVISORS LLC | 322,380 | $17M | +24,054 | +8.1% | 4Q | SEC ↗ |
| 31 | VESTIA PERSONAL WEALTH ADVISORS | 319,534 | $17M | +206,101 | +181.7% | 2Q | SEC ↗ |
| 32 | Outbound Financial Inc | 307,636 | $16M | +24,594 | +8.7% | 5Q | SEC ↗ |
| 33 | TruNorth Capital Management, LLC | 298,155 | $16M | +21,565 | +7.8% | 7Q | SEC ↗ |
| 34 | Integrated Wealth Concepts LLC | 297,299 | $15M | +9,625 | +3.3% | 4Q | SEC ↗ |
| 35 | Savant Capital, LLC | 285,337 | $15M | +67,532 | +31.0% | 4Q | SEC ↗ |
| 36 | Gradient Capital Advisors, LLC | 234,833 | $12M | +17,831 | +8.2% | 7Q | SEC ↗ |
| 37 | Wheels Up Wealth, Inc. | 228,468 | $12M | +14,239 | +6.6% | 3Q | SEC ↗ |
| 38 | Meredith Wealth Planning | 228,393 | $12M | +30,534 | +15.4% | 10Q | SEC ↗ |
| 39 | GeoWealth Management, LLC | 213,656 | $11M | +6,843 | +3.3% | 10Q | SEC ↗ |
| 40 | Dynamic Advisor Solutions LLC | 197,120 | $10M | -2,429 | -1.2% | 6Q | SEC ↗ |
| 41 | GRAND WEALTH MANAGEMENT, LLC | 196,912 | $10M | +16,066 | +8.9% | 10Q | SEC ↗ |
| 42 | OLD MISSION CAPITAL LLC NEW | 192,871 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Archford Capital Strategies, LLC | 191,581 | $10M | +7,194 | +3.9% | 4Q | SEC ↗ |
| 44 | Modera Wealth Management, LLC | 186,495 | $10M | -1,678 | -0.9% | 7Q | SEC ↗ |
| 45 | UBS AM, a distinct business unit of UB | 184,792 | $10M | — | +0.0% | 2Q | SEC ↗ |
| 46 | Fort Vancouver Investment Management, | 183,660 | $10M | +15,219 | +9.0% | 2Q | SEC ↗ |
| 47 | Signature Resources Capital Management | 174,708 | $9M | +17,307 | +11.0% | 5Q | SEC ↗ |
| 48 | FIDUCIARY FINANCIAL ADVISORS | 173,102 | $9M | +60,754 | +54.1% | 2Q | SEC ↗ |
| 49 | Betterment LLC | 170,324 | $9M | +14,113 | +9.0% | 9Q | SEC ↗ |
| 50 | Apella Capital, LLC | 167,820 | $9M | +142,896 | +573.3% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 482,694 | $25M |
| OLD MISSION CAPITAL LLC | 192,871 | $10M |
| Visionary Wealth Advisors | 131,199 | $7M |
| Mission Hills Financial Advisory, L | 106,371 | $6M |
| JANE STREET GROUP, LLC | 65,738 | $3M |
| Glassy Mountain Advisors, Inc. | 56,777 | $3M |
| GOLDMAN SACHS GROUP INC | 41,620 | $2M |
| Venture Visionary Partners LLC | 27,337 | $1M |
| Quadrature Capital Ltd | 21,911 | $1M |
| Diversify Advisory Services, LLC | 15,429 | $802K |
| Nuveen, LLC | 8,237 | $428K |
| Summit Wealth Group, LLC | 8,009 | $416K |
| BESSEMER GROUP INC | 7,343 | $382K |
| Spinnaker Investment Group, LLC | 6,790 | $353K |
| ANGELES WEALTH MANAGEMENT, LLC | 6,588 | $343K |
| Simplicity Wealth,LLC | 5,070 | $264K |
| Timonier Family Office, LTD. | 5,060 | $263K |
| RAYMOND JAMES FINANCIAL INC | 3,923 | $204K |
| Bay Harbor Wealth Management, LLC | 889 | $46K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 373 | $19K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Archer Investment Management, LLC | 176,015 | $9M |
| Thrivent Financial for Lutherans | 99,312 | $5M |
| Wolfstich Capital, LLC | 87,222 | $5M |
| Kestra Investment Management, LLC | 56,533 | $3M |
| Investor's Fiduciary Advisor Networ | 18,468 | $960K |
| Equita Financial Network, Inc. | 18,306 | $952K |
| Brookstone Capital Management | 18,058 | $939K |
| IHT Wealth Management, LLC | 8,476 | $441K |
| Virtu Financial LLC | 7,575 | $394K |
| Fisher Asset Management, LLC | 7,500 | $390K |
| Johnson Wealth Management, LLC | 6,695 | $348K |
| Ameritas Advisory Services, LLC | 6,416 | $334K |
| Axis Wealth Partners, LLC | 5,222 | $272K |
| Advyzon Investment Management, LLC | 4,634 | $241K |
| VICTORY FINANCIAL GROUP, LLC | 4,334 | $225K |
| Baer Investment Advisory LLC | 4,334 | $225K |
| Creative Planning | 4,327 | $225K |
| Clearstead Advisors, LLC | 4,224 | $220K |
| Brookwood Investment Group LLC | 3,987 | $207K |
| Ascentis Independent Advisors | 1,258 | $65K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Forum Financial Management, LP | +267,318 | +4.1% | 6,807,681 |
| MASECO LLP | +257,087 | +6.7% | 4,107,724 |
| Wealth Advisors Northwest LLC | +207,833 | +62.9% | 538,423 |
| VESTIA PERSONAL WEALTH ADVISORS | +206,101 | +181.7% | 319,534 |
| Allworth Financial LP | +161,877 | +37.2% | 597,304 |
| Apella Capital, LLC | +142,896 | +573.3% | 167,820 |
| Integrity Advisory Solutions, LLC | +136,415 | +17.5% | 916,984 |
| Beaird Harris Wealth Management, LL | +110,692 | +17.5% | 743,391 |
| STOLZ & ASSOCIATES, PS | +101,955 | +36.6% | 380,781 |
| BANK OF AMERICA CORP /DE | +93,932 | +15.3% | 708,687 |
| CURIO WEALTH, LLC | +92,615 | +11.1% | 930,622 |
| von Borstel & Associates, Inc. | +90,718 | +5.9% | 1,616,680 |
| Vise Technologies, Inc. | +74,742 | +1364.2% | 80,221 |
| Root Financial Partners, LLC | +74,126 | +7168.9% | 75,160 |
| TCI Wealth Advisors, Inc. | +70,711 | +11.5% | 685,446 |
| Quantum Financial Advisors, LLC | +67,880 | +20.9% | 392,244 |
| Savant Capital, LLC | +67,532 | +31.0% | 285,337 |
| FIDUCIARY FINANCIAL ADVISORS | +60,754 | +54.1% | 173,102 |
| Ruedi Wealth Management, Inc. | +60,240 | +6.1% | 1,053,280 |
| WELLS FARGO & COMPANY/MN | +59,433 | +320.8% | 77,958 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Pandowealth. LLC | -156,913 | -95.5% | 7,334 |
| WPWealth LLP | -111,346 | -9.4% | 1,076,585 |
| PENOBSCOT WEALTH MANAGEMENT | -62,833 | -6.9% | 841,792 |
| Symmetry Partners, LLC | -41,962 | -1.7% | 2,499,991 |
| CreativeOne Wealth, LLC | -21,260 | -64.7% | 11,582 |
| Merit Financial Group, LLC | -21,009 | -40.2% | 31,304 |
| Farther Finance Advisors, LLC | -20,270 | -16.1% | 106,007 |
| PARK AVENUE SECURITIES LLC | -14,979 | -9.4% | 143,923 |
| MASTER'S WEALTH MANAGEMENT INC. | -14,974 | -27.1% | 40,334 |
| Beacon Pointe Advisors, LLC | -14,160 | -1.2% | 1,170,296 |
| TRUIST FINANCIAL CORP | -11,842 | -22.8% | 40,112 |
| Private Advisor Group, LLC | -8,586 | -38.4% | 13,797 |
| BRIDGE GENERATIONS WEALTH MANAGEMEN | -5,223 | -3.2% | 156,964 |
| WELLINGTON-ALTUS USA INC. | -3,700 | -61.9% | 2,275 |
| AA Financial Advisors, LLC | -2,741 | -1.8% | 150,128 |
| Triad Wealth Partners, LLC | -2,714 | -11.7% | 20,517 |
| Tandem Financial, LLC | -2,439 | -12.2% | 17,570 |
| Dynamic Advisor Solutions LLC | -2,429 | -1.2% | 197,120 |
| Aegis Wealth Management LLC | -1,836 | -24.9% | 5,526 |
| Modera Wealth Management, LLC | -1,678 | -0.9% | 186,495 |