Who Owns DFA GLOBAL CORE FIXED INCOME ETF (DFGP)? -- Institutional Holders (2026-06-30)

196 institutions reported holding $2.27B of DFA GLOBAL CORE FIXED INCOME ETF (DFGP) in SEC 13F filings for 2026-06-30. Largest institutional holders: Forum Financial Management, LP ($370.7M), MASECO LLP ($223.7M), Symmetry Partners, LLC ($136.1M), von Borstel & Associates, Inc. ($88.0M), Beacon Pointe Advisors, LLC ($63.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Forum Financial Management, LP$370.7M6.8MAdded
2MASECO LLP$223.7M4.1MAdded
3Symmetry Partners, LLC$136.1M2.5MTrimmed
4von Borstel & Associates, Inc.$88.0M1.6MAdded
5Beacon Pointe Advisors, LLC$63.7M1.2MTrimmed
6WPWealth LLP$58.6M1.1MTrimmed
7Ruedi Wealth Management, Inc.$57.4M1.1MAdded
8CURIO WEALTH, LLC$50.7M930,622Added
9Integrity Advisory Solutions, LLC$49.9M916,984Added
10Vestmark Advisory Solutions, Inc.$46.7M857,514Hold
11PENOBSCOT WEALTH MANAGEMENT$45.8M841,792Trimmed
12Beaird Harris Wealth Management, LLC$40.5M743,391Added
13ENVESTNET ASSET MANAGEMENT INC$38.8M712,638Added
14BANK OF AMERICA CORP /DE/$38.6M708,687Added
15TCI Wealth Advisors, Inc.$37.3M685,446Added
16INTEGRITY ALLIANCE, LLC.$35.4M649,402Added
17AE Wealth Management LLC$33.3M610,795Added
18Allworth Financial LP$32.5M597,304Added
19MilWealth Group LLC$30.3M556,533Added
20Wealth Advisors Northwest LLC$29.3M538,423Added
21Straight Path Wealth Management$28.2M517,408Added
22DiNuzzo Private Wealth, Inc.$27.4M502,670Added
23JONES FINANCIAL COMPANIES LLLP$26.4M482,694New
24RFG Advisory, LLC$25.1M461,737Added
25United Wealth Management, LLC$24.4M448,547Added

来源：SEC 13F 申报文件 · 截至 2026-06-30