DFGP

Dimensional Glbl Core Pl Fix

+$161.1M

Net Activity

Institutions Holding

173

Popularity Rank

#3244

Avg Weight

1.47%

Total Value

$2.0B

Ownership Trend

173 institutions currently hold DFGP, with 139 net buyers and 33 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

33

Net Buying Institutions

139

Key Holders

Key Holders

Top 5 by Value

FF
Forum Financial Management, LP
$353.1M
ML
Maseco LLP
$207.9M
SP
Symmetry Partners, LLC
$137.2M
VB
von Borstel & Associates, Inc.
$82.4M
WL
WPWealth LLP
$64.1M

Top 5 by Conviction

VB
von Borstel & Associates, Inc.
18.85%
CW
Curio Wealth, LLC
15.46%
PW
Penobscot Wealth Management
14.43%
RW
Ruedi Wealth Management, Inc.
13.81%
WU
Wheels Up Wealth, Inc.
10.87%
View all 173 holding institutions

Quarterly Activity

Recent Activity

+$1.9B

Total Buy Value

$108.3M

Total Sell Value

New buy28
Trim18
Add111
Sold out15

139

Net Buyers

33

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding DIMENSIONAL GLBL CORE PL FIX (DFGP)?
Major stakeholders currently include Forum Financial Management, LP ($353.1M), Maseco LLP ($207.9M), Symmetry Partners, LLC ($137.2M). Based on the latest 13F filings, there are a total of 173 tracked investment funds and institutions maintaining positions in DFGP.
What is the overall institutional sentiment toward DFGP recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $161.1M, driven by 139 managers accumulating shares while 33 reduced their exposure.
Which institutions have been selling or reducing their DFGP positions?
In the latest period, 18 funds trimmed their holdings, and 15 managers completely exited their positions. The aggregate reported sell value was $108.3M.
Are there any notable investors adding DFGP to their portfolios?
Yes, buying activity remains notable. 28 institutions opened new positions in {ticker}, and 111 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.9B.

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