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DFGP — DIMENSIONAL GLBL CORE PL FIX

Reported value held$71.01M
Funds holding (latest)9
Sector—
Funds holding (Q2 2026)6
Institutional value$57.44M · 1.05M sh
New / Add / Cut / Exit2 / 3 / 1 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +52.9% (+364.79K sh)
Institutional value change Up +54.3%

As of Q2 2026, 6 SEC-registered investment managers reported holding DFGP (DIMENSIONAL GLBL CORE PL FIX) in their latest 13F filings, with a combined reported value of $57.44M across 1.05M shares. That is +52.9% by share count (+364.79K shares) versus the previous quarter, while reported value moved +54.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 3 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Bank of America Corp history Q2 2026 708.69K $38.60M 0.00% Add
Citadel Advisors history Q3 2025 244.06K $13.56M 0.00% Add
JPMorgan Chase & Co history Q2 2026 123.22K $6.73M 0.00% New
Citigroup Inc history Q2 2026 102.85K $5.60M 0.00% Add
Wells Fargo & Co history Q2 2026 77.96K $4.25M 0.00% Add
Goldman Sachs Group history Q2 2026 41.62K $2.27M 0.00% New
UBS Group AG history Q2 2026 150 $8.17K 0.00% Reduce
Morgan Stanley history Q3 2025 76 $4.22K 0.00% New
Fidelity Management & Research (FMR) history Q4 2023 12 $639 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 9 funds)

FundQ4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Bank of America Corp — 307.00K 392.58K 445.55K 510.29K 475.38K 522.11K 562.74K 633.98K 614.75K 708.69K
JPMorgan Chase & Co — — 46.11K 51.80K 54.29K 44.95K 42.50K 45.13K 50.57K — 123.22K
Citigroup Inc — — — 8.44K 20.49K 26.90K 29.52K 36.06K 38.09K 56.11K 102.85K
Wells Fargo & Co — — — — — — — 167 1.58K 18.52K 77.96K
Goldman Sachs Group — — — — — — — 25.33K — — 41.62K
UBS Group AG — — — — — — 1.83K 3.09K — 308 150
Citadel Advisors — — — 5.78K 80.41K 33.18K 20.72K 244.06K — — —
Morgan Stanley — — 26 33 — — — 76 — — —
Fidelity Management & Research (FMR) 12 — — — — — — — — — —

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