Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / GLOBAL CORE PLUS
-
Total 13F shares
-
28,612,063
-
Share change
-
+4,184,010
-
Total reported value
-
$1,589,171,154
-
Price per share
-
$55.57
-
Number of holders
-
138
-
Value change
-
+$232,515,511
-
Number of buys
-
107
-
Number of sells
-
26
Institutional Holders of DIMENSIONAL ETF TRUST - GLOBAL CORE PLUS (DFGP) as of Q3 2025
As of 30 Sep 2025,
DIMENSIONAL ETF TRUST - GLOBAL CORE PLUS (DFGP) was held by
138 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
28,612,063 shares.
The largest 10 holders included
Forum Financial Management, LP, MASECO LLP, von Borstel & Associates, Inc., Beacon Pointe Advisors, LLC, WPWealth LLP, Ruedi Wealth Management, Inc., PENOBSCOT WEALTH MANAGEMENT, Vestmark Advisory Solutions, Inc., CURIO WEALTH, LLC, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
138
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| 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.