§ EQUITY
USDDFGP
DIMENSIONAL GLBL CORE PL FIX
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
144 increased/new, 28 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Forum Financial Management, LP | 6.5M | 5.0% | +4% |
| MASECO LLP | 3.9M | 6.5% | +14% |
| Symmetry Partners, LLC | 2.5M | 7.8% | +3% |
| WPWealth LLP | 1.2M | 9.8% | +5% |
| Beacon Pointe Advisors, LLC | 1.2M | 0.3% | +1% |
| Ruedi Wealth Management, Inc. | 993K | 13.8% | +8% |
◇ AC INTELLIGENCE
Top institutional owners for DFGP as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER95.3% · 156 holders
DEALER / BANK3.8% · 12 holders
SYSTEMATIC / QUANT0.9% · 1 holder
QUALITY / COMPOUNDER0.0% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for DFGP in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention DFGP yet.