Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
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Equity / GLOBAL CORE PLUS
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Number of holders
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127
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Total 13F shares, excl. options
-
25,031,179
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Shares change
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+3,729,341
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Total reported value, excl. options
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$1,364,461,568
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Value change
-
+$203,637,120
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Number of buys
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89
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Number of sells
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38
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Price
-
$54.49
Institutional Holders of DIMENSIONAL ETF TRUST - GLOBAL CORE PLUS (DFGP) as of Q2 2025
As of 30 Jun 2025 DIMENSIONAL ETF TRUST - GLOBAL CORE PLUS (DFGP) had 127 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 25,031,179 shares of stock of the company.
Largest 10 holders included Forum Financial Management, LP, MASECO LLP, Vestmark Advisory Solutions, Inc., von Borstel & Associates, Inc., Jentner Corp, WPWealth LLP, Ruedi Wealth Management, Inc., PENOBSCOT WEALTH MANAGEMENT, AE Wealth Management LLC, and TCI Wealth Advisors, Inc..
This table shows 127 institutional shareholders of the security as of 30 Jun 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.