DFGP — DIMENSIONAL GLBL CORE PL FIX
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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)
- JPMorgan Chase & Co 123.22K sh · $6.73M
- Goldman Sachs Group 41.62K sh · $2.27M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details