DIMENSIONAL GLBL CORE PL FIX DFGP
$54.37
-0.0% 52w: $51.71 – $54.60
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data51.7153.1554.60
Jun 20, 2025 Jul 2, 2026
Institutional holders
172
+11 QoQ
13F value
$2.01B
+9.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DFGP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Forum Financial Management, LP | Wealth advisor | 6.5M | $353.1M | 5.0% | +4.5% |
| MASECO LLP | Wealth advisor | 3.9M | $207.9M | 6.5% | +13.6% |
| Symmetry Partners, LLC | Wealth advisor | 2.5M | $137.2M | 7.8% | +2.8% |
| von Borstel & Associates, Inc. | Wealth advisor | 1.5M | $82.4M | 18.9% | +9.9% |
| WPWealth LLP | Wealth advisor | 1.2M | $64.1M | 9.8% | +5.3% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 1.2M | $63.9M | 0.3% | +0.7% |
| Ruedi Wealth Management, Inc. | Wealth advisor | 993.0K | $53.6M | 13.8% | +8.1% |
| PENOBSCOT WEALTH MANAGEMENT | Wealth advisor | 904.6K | $48.8M | 14.4% | +5.3% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 857.5K | $46.3M | 0.5% | +1.9% |
| CURIO WEALTH, LLC | Wealth advisor | 838.0K | $45.2M | 15.5% | +9.9% |
| Integrity Advisory Solutions, LLC | Wealth advisor | 780.6K | $42.1M | 5.6% | +12.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 685.1K | $37.0M | 0.0% | +5.6% |
| Beaird Harris Wealth Management, LLC | Wealth advisor | 632.7K | $34.2M | 2.3% | +47.8% |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 615.5K | $33.2M | 1.3% | +8.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 614.8K | $33.2M | 0.0% | -3.0% |
| TCI Wealth Advisors, Inc. | Wealth advisor | 614.7K | $33.2M | 1.8% | +1.8% |
| AE Wealth Management LLC | Wealth advisor | 583.6K | $31.5M | 0.2% | +3.3% |
| MilWealth Group LLC | Wealth advisor | 512.3K | $27.7M | 6.6% | +2.9% |
| Straight Path Wealth Management | Wealth advisor | 488.9K | $26.4M | 7.1% | +12.2% |
| DiNuzzo Private Wealth, Inc. | Wealth advisor | 460.3K | $24.9M | 2.7% | +5.5% |
| RFG Advisory, LLC | Wealth advisor | 438.5K | $23.7M | 0.4% | +4.6% |
| Allworth Financial LP | Wealth advisor | 435.4K | $23.5M | 0.1% | +106.6% |
| United Wealth Management, LLC | Wealth advisor | 424.1K | $22.9M | 5.7% | +14.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 397.2K | $21.4M | 0.0% | +6.2% |
| Midwest Heritage Bank, FSB | Wealth advisor | 346.0K | $18.7M | 6.0% | +27.6% |
| Wealth Advisors Northwest LLC | Wealth advisor | 330.6K | $17.8M | 7.5% | +12.1% |
| Quantum Financial Advisors, LLC | Wealth advisor | 324.4K | $17.5M | 2.0% | +11.4% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 298.3K | $16.1M | 0.1% | +19.9% |
| Integrated Wealth Concepts LLC | Wealth advisor | 287.7K | $15.5M | 0.1% | +2.4% |
| STOLZ & ASSOCIATES, PS | Wealth advisor | 278.8K | $15.2M | 10.6% | +68.0% |
| TruNorth Capital Management, LLC | Wealth advisor | 276.6K | $14.9M | 2.9% | +2.3% |
| Savant Capital, LLC | Wealth advisor | 217.8K | $11.8M | 0.1% | +61.3% |
| Gradient Capital Advisors, LLC | Wealth advisor | 217.0K | $11.7M | 3.0% | +32.0% |
| Wheels Up Wealth, Inc. | Wealth advisor | 214.2K | $11.6M | 10.9% | +2.4% |
| GeoWealth Management, LLC | Wealth advisor | 206.8K | $11.2M | 0.4% | +15.1% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 199.5K | $10.8M | 0.3% | +9.8% |
| Meredith Wealth Planning | Wealth advisor | 197.9K | $10.7M | 2.9% | +49.8% |
| Modera Wealth Management, LLC | Wealth advisor | 188.2K | $10.2M | 0.1% | +0.2% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 184.8K | $10.0M | 0.0% | New |
| Archford Capital Strategies, LLC | Wealth advisor | 184.4K | $10.0M | 1.1% | +21.8% |
| GRAND WEALTH MANAGEMENT, LLC | Wealth advisor | 180.8K | $9.8M | 4.6% | +15.4% |
| Fort Vancouver Investment Management, LLC | Wealth advisor | 168.4K | $9.1M | 4.6% | New |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | Wealth advisor | 162.2K | $8.8M | 5.0% | +1.7% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 158.9K | $8.6M | 0.1% | +19.6% |
| Signature Resources Capital Management, LLC | Wealth advisor | 157.4K | $8.5M | 4.0% | +9.8% |
| Betterment LLC | Wealth advisor | 156.2K | $8.4M | 0.0% | +10.1% |
| AA Financial Advisors, LLC | Wealth advisor | 152.9K | $8.3M | 1.2% | New |
| CSP Financial Group, LLC | Wealth advisor | 151.0K | $8.2M | 8.3% | — |
| Kestra Advisory Services, LLC | Wealth advisor | 143.2K | $7.7M | 0.0% | +6.4% |
| OneDigital Investment Advisors LLC | Wealth advisor | 131.3K | $7.1M | 0.1% | +11.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.