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Dimensional Glbl Core PL FIX (DFGP)

CUSIP: 25434V583 | NYSE | 261 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Forum Financial Management, LP7,124,221
4.8% of portfolio›$369.9M
Maseco LLP4,607,933
6.5% of portfolio›$239.3M
Symmetry Partners, LLC2,388,351
6.3% of portfolio›$124.0M
TCI Wealth Advisors, Inc.1,172,892
2.5% of portfolio›$60.9M
Elser Financial Planning, Inc1,020,921
2.3% of portfolio›$53.0M
Integrity Advisory Solutions, LLC938,687
5.1% of portfolio›$48.7M
Penobscot Wealth Management906,703
12.1% of portfolio›$47.1M
Commonwealth Equity Services, LLC673,136
0.0% of portfolio›$35.0M
Wealth Advisors Northwest LLC581,241
10.1% of portfolio›$30.2M
Integrity Alliance, Llc.576,899
0.9% of portfolio›$30.0M
MilWealth Group LLC571,292
6.4% of portfolio›$29.7M
Straight Path Wealth Management567,449
6.6% of portfolio›$29.5M
DiNuzzo Private Wealth, Inc.526,634
2.7% of portfolio›$27.3M
Vise Technologies, Inc.503,710
0.2% of portfolio›$26.2M
Root Financial Partners, LLC491,629
0.9% of portfolio›$25.5M
RFG Advisory, LLC482,645
0.4% of portfolio›$25.1M
Quantum Financial Advisors, LLC469,753
2.4% of portfolio›$24.4M
United Wealth Management, LLC468,933
6.4% of portfolio›$24.3M
Stolz & Associates, PS448,241
13.6% of portfolio›$23.3M
Midwest Heritage Bank, FSB369,174
5.6% of portfolio›$19.2M
Outbound Financial Inc322,297
10.6% of portfolio›$16.7M
Meredith Wealth Planning312,809
4.1% of portfolio›$16.2M
TruNorth Capital Management, LLC311,670
2.5% of portfolio›$16.2M
Apella Capital, LLC269,685
0.2% of portfolio›$14.0M
Gradient Capital Advisors, LLC240,334
2.9% of portfolio›$12.5M
Wheels Up Wealth, Inc.232,725
10.2% of portfolio›$12.1M
Vestia Personal Wealth Advisors230,678
4.1% of portfolio›$10.9M
Dynamic Advisor Solutions LLC204,288
0.3% of portfolio›$10.6M
Archford Capital Strategies, LLC199,490
1.0% of portfolio›$10.4M
Signature Resources Capital Management, LLC188,511
4.1% of portfolio›$9.8M
Kings Path Partners LLC186,925
2.6% of portfolio›$9.7M
Kestra Advisory Services, LLC182,058
0.0% of portfolio›$9.5M
Park Avenue Securities LLC169,949
0.1% of portfolio›$8.8M
RED Lighthouse Investment Management, LLC166,687
2.6% of portfolio›$8.7M
Farther Finance Advisors, LLC154,806
0.1% of portfolio›$8.0M
Modera Wealth Management, LLC153,746
0.1% of portfolio›$8.0M
AA Financial Advisors, LLC136,449
0.8% of portfolio›$7.1M
Thrivent Financial for Lutherans134,577
0.0% of portfolio›$7.0M
CSP Financial Group, LLC125,577
6.6% of portfolio›$6.5M
Citigroup Inc109,517
0.0% of portfolio›$5.7M
City State Bank109,447
1.3% of portfolio›$5.7M
International Private Wealth Advisors LLC98,480
2.1% of portfolio›$5.1M
Wealth Enhancement Advisory Services, LLC98,020
0.0% of portfolio›$5.1M
55 North Private Wealth, LLC93,179
0.9% of portfolio›$4.8M
marrick wealth, LLC90,921
3.3% of portfolio›$4.7M
Foster Group, Inc.90,053
0.1% of portfolio›$4.7M
SAX Wealth Advisors, LLC85,011
0.1% of portfolio›$4.4M
Acorn Wealth Advisors, LLC84,628
1.1% of portfolio›$4.4M
Professional Financial Advisors, LLC80,555
0.7% of portfolio›$4.2M
Krilogy Financial LLC73,714
0.1% of portfolio›$3.9M
Wealthcare Advisory Partners LLC72,063
0.1% of portfolio›$3.7M
Visionary Wealth Advisors70,362
0.1% of portfolio›$3.7M
XY Planning Network, Inc.60,297
0.3% of portfolio›$3.1M
Cambridge Investment Research Advisors, Inc.59,448
0.0% of portfolio›$3.1M
PFG Advisors59,309
0.2% of portfolio›$3.1M
Abel Hall, LLC55,168
0.5% of portfolio›$2.9M
Truist Financial Corp47,052
0.0% of portfolio›$2.4M
Two West Capital Advisors LLC45,595
1.2% of portfolio›$2.4M
Kane Co Wealth Management, Inc.37,814
1.6% of portfolio›$2.0M
Master's Wealth Management Inc.35,511
0.5% of portfolio›$1.8M
Firethorn Wealth Partners, LLC34,523
0.6% of portfolio›$1.8M
Sterling Wealth Management, Inc.34,442
0.5% of portfolio›$1.8M
Prime Capital Investment Advisors, LLC27,339
0.0% of portfolio›$1.4M
Accurate Wealth Management, LLC22,264
0.1% of portfolio›$1.2M
Triad Wealth Partners, LLC21,563
0.1% of portfolio›$1.1M
Uptick Partners, LLC21,479
0.2% of portfolio›$1.1M
Shearwater Capital LLC20,457
0.5% of portfolio›$1.1M
Venture Visionary Partners LLC20,036
0.0% of portfolio›$1.0M
Vested Financial Planning, LLC19,468
0.7% of portfolio›$1.0M
Diversify Wealth Management, LLC18,100
0.0% of portfolio›$951.6K
Diversify Advisory Services, LLC18,100
0.0% of portfolio›$951.6K
Aurelius Family Office LLC16,401
0.3% of portfolio›$851.6K
Donalies Financial Planning, LLC14,228
0.5% of portfolio›$738.8K
First Financial Group Corp13,315
0.5% of portfolio›$691.4K
Foundry Financial LLC12,024
0.2% of portfolio›$624.3K
Choreo, LLC11,865
0.0% of portfolio›$616.1K
Plancorp, LLC9,580
0.0% of portfolio›$504.9K
SwitchPoint Financial Planning, LLC8,884
0.3% of portfolio›$461.3K
Clarity Capital Advisors, LLC6,741
0.1% of portfolio›$350.0K
Spinnaker Investment Group, LLC5,969
0.0% of portfolio›$309.9K
Selective Wealth Management, Inc.5,347
0.1% of portfolio›$281.1K
Simplicity Wealth,LLC5,163
0.0% of portfolio›$268.1K
Timonier Family Office, Ltd.4,976
0.1% of portfolio›$258.4K
Momentous Wealth Management, Inc.4,091
0.1% of portfolio›$212.4K
Aspire Private Capital, LLC3,924
0.0% of portfolio›$203.8K
Clarity Asset Management, Inc.3,893
0.1% of portfolio›$202.2K
Concord Wealth Partners3,708
0.0% of portfolio›$192.6K
RHL Group, LLC3,530
0.1% of portfolio›$183.3K
BankChampaign, National Association3,470
0.2% of portfolio›$180.2K
Assetmark, Inc3,070
0.0% of portfolio›$159.4K
Washington Trust Advisors, Inc.1,725
0.0% of portfolio›$89.6K
Trust Co1,600
0.0% of portfolio›$83.1K
Ascentis Independent Advisors1,294
0.0% of portfolio›$67.2K
Physician Wealth Advisors, Inc.986
0.0% of portfolio›$51.2K
Fifth Third Bancorp592
0.0% of portfolio›$30.7K
Elevate Wealth Advisory, Inc585
0.0% of portfolio›$30.4K
CoreCap Advisors, LLC552
0.0% of portfolio›$28.7K
Torren Management, LLC478
0.0% of portfolio›$24.8K
Private Wealth Management Group, LLC433
0.0% of portfolio›$22.5K
Creative Financial Designs Inc331
0.0% of portfolio›$17.2K
Nemes Rush Group LLC165
0.0% of portfolio›$8.6K
Birch Financial Group, LLC135
0.0% of portfolio›$7.0K
Larson Financial Group LLC110
0.0% of portfolio›$5.7K
Mechanics Financial Corp107
0.0% of portfolio›$5.6K
William Mack & Associates, Inc.40
0.0% of portfolio›$2.1K
Aspect Partners, LLC33
0.0% of portfolio›$1.7K
Quest 10 Wealth Builders, Inc.29
0.0% of portfolio›$1.5K
High Note Wealth, LLC21
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Forum Financial Management, LP
7,124,221$369.9M4.8%ETFLowLombard, IL2026-10-16
Maseco LLP
4,607,933$239.3M6.5%ETFVery LowLondon, United Kingdom2026-10-27
Symmetry Partners, LLC
2,388,351$124.0M6.3%ETFLowGlastonbury, CT2026-10-27
TCI Wealth Advisors, Inc.
1,172,892$60.9M2.5%ETFLowTucson, AZ2026-10-30
Elser Financial Planning, Inc
1,020,921$53.0M2.3%GARPLowIndianapolis, IN2026-10-16
Integrity Advisory Solutions, LLC
938,687$48.7M5.1%ETFMediumDallas, TX2026-10-29
Penobscot Wealth Management
906,703$47.1M12.1%ETFVery LowPortland, ME2026-10-21
Commonwealth Equity Services, LLC
673,136$35.0M0.0%ETFLowWaltham, MA2026-11-02
Wealth Advisors Northwest LLC
581,241$30.2M10.1%ETFLowPortland, OR2026-10-29
Integrity Alliance, Llc.
576,899$30.0M0.9%ETFMediumUrbandale, IA2026-10-29
MilWealth Group LLC
571,292$29.7M6.4%ETFVery LowMilwaukee, WI2026-11-02
Straight Path Wealth Management
567,449$29.5M6.6%ETFLowJenison, MI2026-10-23
DiNuzzo Private Wealth, Inc.
526,634$27.3M2.7%ETFLowBeaver, PA2026-10-16
Vise Technologies, Inc.
503,710$26.2M0.2%IndexLowNew York, NY2026-10-29
Root Financial Partners, LLC
491,629$25.5M0.9%ETFMediumEncinitas, CA2026-10-21
RFG Advisory, LLC
482,645$25.1M0.4%ETFMediumBirmingham, AL2026-11-03
Quantum Financial Advisors, LLC
469,753$24.4M2.4%ETFLowSanta Monica, CA2026-11-03
United Wealth Management, LLC
468,933$24.3M6.4%ETFVery LowCharlottesville, VA2026-10-30
Stolz & Associates, PS
448,241$23.3M13.6%ETFLowTacoma, WA2026-11-05
Midwest Heritage Bank, FSB
369,174$19.2M5.6%ETFVery LowWest Des Moines, IA2026-10-26
Outbound Financial Inc
322,297$16.7M10.6%ETFLowBoulder, CO2026-10-13
Meredith Wealth Planning
312,809$16.2M4.1%ETFLowMaryville, IL2026-10-14
TruNorth Capital Management, LLC
311,670$16.2M2.5%ETFLowKalamazoo, MI2026-10-14
Apella Capital, LLC
269,685$14.0M0.2%ETFVery LowWest Hartford, CT2026-10-08
Gradient Capital Advisors, LLC
240,334$12.5M2.9%ETFLowSan Diego, CA2026-10-21
Wheels Up Wealth, Inc.
232,725$12.1M10.2%ETFVery LowBenicia, CA2026-10-27
Vestia Personal Wealth Advisors
230,678$10.9M4.1%ETFMediumFort Wayne, IN2026-10-20
Dynamic Advisor Solutions LLC
204,288$10.6M0.3%ETFLowPhoenix, AZ2026-10-13
Archford Capital Strategies, LLC
199,490$10.4M1.0%GrowthMediumSwansea, IL2026-10-19
Signature Resources Capital Management, LLC
188,511$9.8M4.1%ETFLowNewport Beach, CA2026-10-16
Kings Path Partners LLC
186,925$9.7M2.6%ETFVery LowSugar Land, TX2026-10-21
Kestra Advisory Services, LLC
182,058$9.5M0.0%CoreLowAustin, TX2026-11-02
Park Avenue Securities LLC
169,949$8.8M0.1%ETFMediumNew York, NY2026-10-26
RED Lighthouse Investment Management, LLC
166,687$8.7M2.6%ETFVery LowHillsdale, NY2026-11-02
Farther Finance Advisors, LLC
154,806$8.0M0.1%IndexLowSan Francisco, CA2026-10-08
Modera Wealth Management, LLC
153,746$8.0M0.1%ETFVery LowWestwood, NJ2026-10-28
AA Financial Advisors, LLC
136,449$7.1M0.8%ETFMediumColumbus, OH2026-10-19
Thrivent Financial for Lutherans
134,577$7.0M0.0%GARPMediumMinneapolis, MN2026-11-05
CSP Financial Group, LLC
125,577$6.5M6.6%ETFLowScottsdale, AZ2026-10-26
Citigroup Inc
109,517$5.7M0.0%CoreMediumNew York, NY2026-11-04
City State Bank
109,447$5.7M1.3%GrowthVery LowNorwalk, IA2026-10-20
International Private Wealth Advisors LLC
98,480$5.1M2.1%CoreMediumSan Diego, CA2026-11-05
Wealth Enhancement Advisory Services, LLC
98,020$5.1M0.0%CoreLowPlymouth, MN2026-10-13
55 North Private Wealth, LLC
93,179$4.8M0.9%ETFLowWinter Park, FL2026-10-20
marrick wealth, LLC
90,921$4.7M3.3%ETFVery LowIrvine, CA2026-10-20
Foster Group, Inc.
90,053$4.7M0.1%ETFVery LowUrbandale, IA2026-10-13
SAX Wealth Advisors, LLC
85,011$4.4M0.1%ETFVery LowParsippany, NJ2026-10-13
Acorn Wealth Advisors, LLC
84,628$4.4M1.1%ETFLowGrand Blanc, MI2026-10-19
Professional Financial Advisors, LLC
80,555$4.2M0.7%ETFMediumNorth Platte, NE2026-10-13
Krilogy Financial LLC
73,714$3.9M0.1%GrowthLowSt. Louis, MO2026-10-13
Wealthcare Advisory Partners LLC
72,063$3.7M0.1%ETFLowWest Chester, PA2026-10-21
Visionary Wealth Advisors
70,362$3.7M0.1%ETFLowO'Fallon, IL2026-11-04
XY Planning Network, Inc.
60,297$3.1M0.3%ETFLowBozeman, MT2026-10-14
Cambridge Investment Research Advisors, Inc.
59,448$3.1M0.0%ETFLowFairfield, IA2026-11-02
PFG Advisors
59,309$3.1M0.2%ETFMediumPhoenix, AZ2026-10-16
Abel Hall, LLC
55,168$2.9M0.5%CoreMediumBaton Rouge, LA2026-10-19
Truist Financial Corp
47,052$2.4M0.0%CoreLowCharlotte, NC2026-10-30
Two West Capital Advisors LLC
45,595$2.4M1.2%ETFLowOverland Park, KS2026-10-15
Kane Co Wealth Management, Inc.
37,814$2.0M1.6%ETFVery LowJohnston, IA2026-11-04
Master's Wealth Management Inc.
35,511$1.8M0.5%ETFMediumLancaster, PA2026-10-22
Firethorn Wealth Partners, LLC
34,523$1.8M0.6%ETFLowAugusta, GA2026-10-14
Sterling Wealth Management, Inc.
34,442$1.8M0.5%ETFLowChampaign, IL2026-10-23
Prime Capital Investment Advisors, LLC
27,339$1.4M0.0%ETFLowOverland Park, KS2026-10-20
Accurate Wealth Management, LLC
22,264$1.2M0.1%CoreMediumWesley Chapel, FL2026-10-20
Triad Wealth Partners, LLC
21,563$1.1M0.1%ETFMediumLawrence, KS2026-10-26
Uptick Partners, LLC
21,479$1.1M0.2%ETFLowNacogdoches, TX2026-11-04
Shearwater Capital LLC
20,457$1.1M0.5%ETFVery LowDenver, CO2026-10-13
Venture Visionary Partners LLC
20,036$1.0M0.0%CoreLowSylvania, OH2026-10-07
Vested Financial Planning, LLC
19,468$1.0M0.7%ETFMediumSan Carlos, CA2026-10-28
Diversify Wealth Management, LLC
18,100$951.6K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
18,100$951.6K0.0%GrowthLowSandy, UT2026-10-20
Aurelius Family Office LLC
16,401$851.6K0.3%ETFVery LowBedford, NH2026-10-23
Donalies Financial Planning, LLC
14,228$738.8K0.5%ETFVery LowWashington, DC2026-10-19
First Financial Group Corp
13,315$691.4K0.5%ETFLowRaleigh, NC2026-10-22
Foundry Financial LLC
12,024$624.3K0.2%ETFMediumPasadena, CA2026-10-16
Choreo, LLC
11,865$616.1K0.0%IndexLowRockford, IL2026-10-28
Plancorp, LLC
9,580$504.9K0.0%ETFLowSaint Louis, MO2026-11-03
SwitchPoint Financial Planning, LLC
8,884$461.3K0.3%ETFVery LowLehi, UT2026-11-02
Clarity Capital Advisors, LLC
6,741$350.0K0.1%ETFVery LowLakewood Ranch, FL2026-10-27
Spinnaker Investment Group, LLC
5,969$309.9K0.0%ETFLowNewport Beach, CA2026-10-13
Selective Wealth Management, Inc.
5,347$281.1K0.1%ETFLowForest, VA2026-10-16
Simplicity Wealth,LLC
5,163$268.1K0.0%ETFLowSummit, NJ2026-10-23
Timonier Family Office, Ltd.
4,976$258.4K0.1%ETFVery LowWinston Salem, NC2026-11-03
Momentous Wealth Management, Inc.
4,091$212.4K0.1%ETFVery LowVancouver, WA2026-10-21
Aspire Private Capital, LLC
3,924$203.8K0.0%ETFMediumCornelius, NC2026-11-05
Clarity Asset Management, Inc.
3,893$202.2K0.1%ETFHighAmes, IA2026-10-14
Concord Wealth Partners
3,708$192.6K0.0%GrowthLowAbingdon, VA2026-11-02
RHL Group, LLC
3,530$183.3K0.1%ETFVery HighHolly, MI2026-11-04
BankChampaign, National Association
3,470$180.2K0.2%GrowthMediumChampaign, IL2026-10-19
Assetmark, Inc
3,070$159.4K0.0%ETFLowConcord, CA2026-10-21
Washington Trust Advisors, Inc.
1,725$89.6K0.0%GrowthLowWellesley, MA2026-10-22
Trust Co
1,600$83.1K0.0%ETFVery LowManhattan, KS2026-10-09
Ascentis Independent Advisors
1,294$67.2K0.0%ETFLowDallas, TX2026-11-03
Physician Wealth Advisors, Inc.
986$51.2K0.0%ETFMediumMidvale, UT2026-10-20
Fifth Third Bancorp
592$30.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Elevate Wealth Advisory, Inc
585$30.4K0.0%ETFVery LowAthens, GA2026-10-29
CoreCap Advisors, LLC
552$28.7K0.0%ETFMediumSouthfield, MI2026-10-08
Torren Management, LLC
478$24.8K0.0%ETFMediumSan Diego, CA2026-10-29
Private Wealth Management Group, LLC
433$22.5K0.0%ETFLowPrinceton, NJ2026-10-19
Creative Financial Designs Inc
331$17.2K0.0%ETFMediumKokomo, IN2026-11-04
Nemes Rush Group LLC
165$8.6K0.0%CoreVery LowNovi, MI2026-11-04
Birch Financial Group, LLC
135$7.0K0.0%CoreLowKeene, NH2026-10-27
Larson Financial Group LLC
110$5.7K0.0%GrowthLowSt Louis, MO2026-11-05
Mechanics Financial Corp
107$5.6K0.0%CoreVery LowMansfield, OH2026-11-05
William Mack & Associates, Inc.
40$2.1K0.0%ETFLowTroy, MI2026-10-27
Aspect Partners, LLC
33$1.7K0.0%ETFMediumFairfax, VA2026-10-20
Quest 10 Wealth Builders, Inc.
29$1.5K0.0%ETFLowFuquay-Varina, VA2026-11-02
High Note Wealth, LLC
21$1.1K0.0%ETFVery LowDeephaven, MN2026-10-27