DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF

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DFGP·25434V583·US·ETF·Unknown - Unknown

DFGP (DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF) is held by 40 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($38.8M), BANK OF AMERICA CORP /DE/ ($38.6M), AE Wealth Management LLC ($33.3M). Net institutional sentiment: Bullish.

40

Holders

(6 Elite)

$349.9M

Total Value

79% (39)

Consensus

31 buying - 8 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)33

Insider (Form 4)81

Activist (13D/13G)31

Congressional (STOCK Act)41

Holder Quality

30

★★★★★

Elite

32

★★★★

Strong

38

★★★

Solid

76

★★

Below

49

★

Weak

Held by 40 funds

6 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DFGP.

Top Holders

Top Holders (40)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	712,638(+4.0%)	$38.8M	0.0%	+5.36%	30
BANK OF AMERICA CORP /DE/	Increased	708,687(+15.3%)	$38.6M	0.0%	+4.74%	33
AE Wealth Management LLC	Increased	610,795(+4.7%)	$33.3M	0.2%	+7.89%	36
Allworth Financial LP	Increased	597,304(+37.2%)	$32.5M	0.1%	+0.65%	45
IWIntegrated Wealth Concepts LLC	Increased	554,217(+92.7%)	$30.2M	0.1%	+0.36%	55
JONES FINANCIAL COMPANIES LLLP	New	482,694	$26.4M	0.0%	-0.84%	40
COMMONWEALTH EQUITY SERVICES, LLC	Increased	436,461(+9.9%)	$23.8M	0.0%	+7.58%	31
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	322,380(+8.1%)	$17.6M	0.1%	+1.25%	37
Savant Capital, LLC	Increased	285,337(+31.0%)	$15.5M	0.0%	+0.65%	36
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Unchanged	184,792	$10.1M	0.0%	+1.17%	0
Kestra Advisory Services, LLC	Increased	163,638(+14.3%)	$8.9M	0.0%	+4.01%	31
OneDigital Investment Advisors LLC	Increased	157,662(+20.1%)	$8.6M	0.1%	+4.15%	33
LPL Financial LLC	Increased	146,512(+66.1%)	$8M	0.0%	+1.06%	40
JPMORGAN CHASE & CO	Increased	123,220(+81.8%)	$6.7M	0.0%	+1.38%	42
Mariner, LLC	Decreased	118,141(-0.9%)	$6.4M	0.0%	+5.19%	0
Farther Finance Advisors, LLC	Decreased	106,007(-16.1%)	$5.8M	0.0%	+1.39%	0
CITIGROUP INC	Increased	102,852(+83.3%)	$5.6M	0.0%	+1.68%	42
OSAIC HOLDINGS, INC.	Increased	82,717(+16.2%)	$4.5M	0.0%	+1.80%	31
WELLS FARGO & COMPANY/MN	Increased	77,958(+320.8%)	$4.2M	0.0%	-0.37%	43
JANE STREET GROUP, LLC	New	65,738	$3.6M	0.0%	-0.84%	37

Showing 1-20 of 41

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DFGPDIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer