DFGP institutional holders

Dimensional Global Core Plus Fixed Income ETF · 188 reporting institutions · $2.2B reported value

Funds that can replace DFGP · DFGP return decomposition

Institutional holdings

Institutions reporting DFGP, largest first
InstitutionReported positionAdvisors at firmReport period
Forum Financial Management, LP$370.7M1162026-06-30
Maseco LLP$223.7M82026-06-30
Symmetry Partners, LLC$136.1M232026-06-30
Beacon Pointe Advisors, LLC$63.7M4662026-06-30
Wpwealth LLP$58.6M152026-06-30
Ruedi Wealth Management, Inc.$57.4M52026-06-30
Curio Wealth, LLC$50.7M72026-06-30
Integrity Advisory Solutions, LLC$49.9M1272026-06-30
Vestmark Advisory Solutions, Inc.$46.7M82026-06-30
Penobscot Wealth Management$45.8M82026-06-30
Beaird Harris Wealth Management, LLC$40.5M182026-06-30
Envestnet Pmc$38.8M602026-06-30
Bank of America Corp /de$38.6M02026-06-30
Tci Wealth Advisors, Inc.$37.3M462026-06-30
Integrity Alliance, Llc.$35.4M3532026-06-30
Ae Wealth Management LLC$33.3M4712026-06-30
Allworth Financial, LP$32.5M3172026-06-30
Milwealth Group LLC$30.3M52026-06-30
Integrated Wealth Concepts LLC$30.2M4802026-06-30
Wealth Advisors Northwest LLC$29.3M72026-06-30
Straight Path Wealth Management$28.2M102026-06-30
Dinuzzo Private Wealth, Inc.$27.4M82026-06-30
Jones Financial Companies LLLP$26.4M02026-06-30
Rfg Advisory, LLC$25.1M1912026-06-30
United Wealth Management, LLC$24.4M62026-06-30
Commonwealth Equity Services, LLC$23.8M2,8632026-06-30
Quantum Financial Advisors, LLC$21.4M02026-06-30
Stolz & Associates, Ps$20.7M32026-06-30
Midwest Heritage Bank, Fsb$19.6M52026-06-30
Moneta Group Investment Advisors LLC$17.6M2562026-06-30
Outbound Financial$16.8M12026-06-30
Trunorth Capital Management, LLC$16.2M42026-06-30
Savant Wealth Management$15.5M4052026-06-30
Gradient Capital Advisors, LLC$12.8M52026-06-30
Wheels Up Wealth, Inc.$12.4M32026-06-30
Meredith Wealth Planning$12.4M22026-06-30
Geowealth Management, LLC$11.6M02026-06-30
Dynamic$10.7M752026-06-30
Grand Wealth Management, LLC$10.7M72026-06-30
Old Mission Capital LLC$10.5M02026-06-30
Archford Capital Strategies, LLC$10.4M162026-06-30
Modera Wealth Management, LLC$10.2M1352026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$10.1M02026-06-30
Fort Vancouver Investment Management, LLC$10M42026-06-30
Signature Resources Capital Management, LLC$9.5M02026-06-30
Fiduciary Financial Advisors$9.4M512026-06-30
Apella Capital, LLC$9.1M1042026-06-30
Csp Financial Group, LLC$9.1M212026-06-30
Kestra Advisory Services, LLC$8.9M1,4792026-06-30
Vestia Personal Wealth Advisors$8.6M222026-06-30
Onedigital Investment Advisors LLC$8.6M3862026-06-30
Bridge Generations Wealth Management LLC$8.5M42026-06-30
Kings Path Partners LLC$8.3M42026-06-30
Aa Financial Advisors, LLC$8.2M122026-06-30
Lpl Financial LLC$8M23,4582026-06-30
Red Lighthouse Investment Management, LLC$7.6M12026-06-30
Tru Independence Asset Management 2, LLC$7.6M42026-06-30
Visionary Wealth Advisors$7.1M462026-06-30
Jpmorgan Chase & Co$6.7M02026-06-30
Applied Capital LLC$6.6M02026-06-30
Mariner, LLC$6.4M02026-06-30
Mission Hills Financial Advisory, LLC$5.8M32026-06-30
Farther Finance Advisors, LLC$5.8M3342026-06-30
Citigroup Inc$5.6M02026-06-30
Krilogy$5.4M642026-06-30
City State Bank$5.3M02026-06-30
Hfm Investment Advisors, LLC$5.2M72026-06-30
Marrick Wealth$4.9M22026-06-30
55 North Private Wealth, LLC$4.9M72026-06-30
International Private Wealth Advisors LLC$4.7M32026-06-30
Disciplined Investors, LLC$4.6M82026-06-30
Osaic Holdings, Inc.$4.5M02026-06-30
Vise Technologies, Inc.$4.4M02026-06-30
Wells Fargo & Company/mn$4.2M02026-06-30
Schwarz Dygos Wheeler Investment Advisors LLC$4.2M72026-06-30
Root Financial Partners, LLC$4.1M642026-06-30
Professional Financial Advisors, LLC$4.1M72026-06-30
Acorn Wealth Advisors, LLC$4.1M52026-06-30
Wealthcare Advisory Partners LLC$3.9M1702026-06-30
Sax Wealth Advisors, LLC$3.8M422026-06-30
Jane Street Group, LLC$3.6M02026-06-30
Newedge Advisors$3.4M6012026-06-30
Keating Financial Advisory Services, Inc.$3.2M252026-06-30
Glassy Mountain Advisors, Inc.$3.1M62026-06-30
Pfg Advisors$3.1M832026-06-30
Abel Hall, LLC$2.8M72026-06-30
Nwam LLC$2.7M622026-06-30
Cerity Partners LLC$2.6M7772026-06-30
Foster Group, Inc.$2.5M582026-06-30
Two West Capital Advisors LLC$2.3M162026-06-30
Goldman Sachs Group Inc$2.3M02026-06-30
Austin Private Wealth, LLC$2.2M02025-12-31
Master's Wealth Management Inc.$2.2M92026-06-30
Truist Financial Corp$2.2M02026-06-30
Foundry Financial LLC$2M102026-06-30
Xy Planning Network, Inc.$2M02026-06-30
American Investment Services, Inc.$2M62026-06-30
Great Valley Advisor Group, LLC$2M2052026-06-30
Firethorn Wealth Partners, LLC$1.9M72026-06-30
Parkwoods Wealth Partners, LLC$1.8M312026-06-30
Vantage Point Financial LLC$1.8M162026-06-30
MML Investors Services, LLC$1.8M5,1202026-06-30
Merit Financial Group, LLC$1.7M2952026-06-30
Kane Co Wealth Management, Inc.$1.7M32026-06-30
Wealth Enhancement Advisory Services, LLC$1.6M1,0262026-06-30
Venture Visionary Partners LLC$1.5M312026-06-30
Focus Partners Advisor Solutions, LLC$1.5M422026-06-30
Prime Capital Financial$1.4M2652026-06-30
Xcelsior Advisor Partners LLC$1.3M02026-06-30
Quadrature Capital Ltd$1.2M02026-06-30
Accurate Wealth Management, LLC$1.2M492026-06-30
Alpha Financial Advisors, LLC$1.1M82026-06-30
Triad Wealth Partners, LLC$1.1M492026-06-30
Shearwater Capital LLC$1M42026-06-30
Tandem Financial, LLC$956.9K62026-06-30
Vested Financial Planning, LLC$947K12026-06-30
Arkadios Wealth Advisors$916.8K2262026-06-30
Mutual Advisors, LLC$875K1532026-06-30
Orion Porfolio Solutions, LLC$858.5K1992026-06-30
Sterling Wealth Management, Inc.$830.9K82026-06-30
Diversify Advisory Services, LLC$823.9K1162026-06-30
Diversify Wealth Management, LLC$823.9K782026-06-30
Faithward Advisors, LLC$820.8K182026-06-30
Aurelius Family Office LLC$818.2K52026-06-30
Private Advisor Group, LLC$751.4K9272026-06-30
Donalies Financial Planning, LLC$710.7K42026-06-30
Uptick Partners, LLC$686.2K172026-06-30
Daner Wealth Management, LLC$650.6K22026-06-30
Creativeone Wealth, LLC$630.7K2212026-06-30
Mercer Global Advisors Inc /adv$607.4K02026-06-30
Choreo, LLC$588.1K1482026-06-30
Optimus Capital Advisors, LLC$549.9K02026-06-30
Sei Investments Co$521.6K02026-06-30
First Financial Group Corp$513.9K42026-06-30
Plancorp, LLC$509K522026-06-30
Switchpoint Financial Planning, LLC$483.8K22026-06-30
Nuveen, LLC$448.6K02026-06-30
Summit Wealth Group, LLC$436.2K02026-06-30
Savvy Advisors, Inc.$404.7K2142026-06-30
Pandowealth. LLC$399.4K132026-06-30
Royal Bank of Canada$377K02026-06-30
Spinnaker Investment Group, LLC$369.8K82026-06-30
Clarity Capital Advisors, LLC$363.2K22026-06-30
Angeles Wealth Management, LLC$358.8K92026-06-30
Stratos Wealth Partners, Ltd.$321.6K3862026-06-30
Werba Rubin Papier Wealth Management, LLC$321.3K72026-06-30
Aegis Wealth Management LLC$300.9K02026-06-30
Index Fund Advisors, Inc.$300.4K182026-06-30
Ifg Advisory, LLC$297K1102026-06-30
Concord Wealth Partners$281K112026-06-30
Simplicity Wealth, LLC$276.1K02026-06-30
Timonier Family Office, Ltd.$275.6K42026-06-30
National Bank of Canada /fi$265.8K02026-06-30
Everest Financial Group LLC$251.6K122026-06-30
Brooklyn Investment Group$228.3K02026-03-31
Rehmann Capital Advisory Group$223.4K422026-06-30
Raymond James Financial Inc$213.6K02026-06-30
Clarity Asset Management, Inc.$207K22026-06-30
Bankchampaign, National Association$189K02026-06-30
Harbour Investments, Inc.$149.6K2472026-06-30
Assetmark, Inc$118.9K2202026-06-30
Von Borstel & Associates, Inc.$88K52026-06-30
Trust Co$87.1K02026-06-30
Private Wealth Management Group, LLC$87K72026-06-30
Cwm, LLC$73.8K6672026-03-31
Strategic Wealth Partners, Ltd.$63.5K02026-06-30
Physician Wealth Advisors, Inc.$53.7K92026-06-30
Bay Harbor Wealth Management, LLC$48.4K32026-06-30
Elevate Wealth Advisory, Inc$31.9K122026-06-30
Fifth Third Bancorp$31K02026-06-30
Corecap Advisors, LLC$30.1K1182026-06-30
Comerica Bank$29.3K02025-12-31
Torren Management, LLC$25.9K42026-06-30
Creative Financial Designs Inc /adv$20.3K02026-06-30
Fas Wealth Partners, Inc.$20.2K232026-06-30
O'Shaughnessy Asset Management, LLC$13.2K582026-06-30
Jfs Wealth Advisors, LLC$10.5K332026-06-30
Betterment LLC$9.3K282026-06-30
Nemes Rush Group LLC$8.9K92026-06-30
UBS Group AG$8.2K02026-06-30
Park Avenue Securities LLC$7.8K1,9082026-06-30
Larson Financial Group LLC$6K672026-06-30
One Degree Advisors, Inc.$5.5K72026-06-30
Cambridge Investment Research Advisors, Inc.$2.5K3,9402026-03-31
Aspect Partners, LLC$1.8K52026-06-30
Quest 10 Wealth Builders, Inc.$1.6K32026-06-30
Bessemer Group Inc$40002026-06-30
Coston, McIsaac & Partners$98102026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30