DIM GLOBAL CP FIXED INCOME (DFGP) Institutional Ownership Changes & 13F Activity
DIM GLOBAL CP FIXED INCOME (DFGP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jones Financial Companies Lllp, Old Mission Capital Llc, Visionary Wealth Advisors, Mission Hills Financial Advisory, Llc, and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +27,495 | +4.0% | 712,638 | $38.81M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +9,625 | +3.3% | 297,299 | $16.19M | Q2 2026 | Sep 09, 2026 |
| Rehmann Capital Advisory Group | Sell | -80 | -1.9% | 4,102 | $223.39K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +3,138 | +39.2% | 11,153 | $607.39K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -14,160 | -1.2% | 1,170,296 | $63.73M | Q2 2026 | Aug 18, 2026 |
| Switchpoint Financial Planning, Llc | Buy | +4,046 | +83.6% | 8,884 | $483.82K | Q2 2026 | Aug 17, 2026 |
| Jones Financial Companies Lllp | Buy | +482,694 | — | 482,694 | $26.35M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +192,871 | — | 192,871 | $10.50M | Q2 2026 | Aug 14, 2026 |
| Mission Hills Financial Advisory, Llc | Buy | +106,371 | — | 106,371 | $5.79M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +93,932 | +15.3% | 708,687 | $38.60M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +65,738 | — | 65,738 | $3.58M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +60,303 | +53.7% | 172,651 | $9.40M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +59,433 | +320.8% | 77,958 | $4.25M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +41,620 | — | 41,620 | $2.27M | Q2 2026 | Aug 14, 2026 |
| Moneta Group Investment Advisors Llc | Buy | +24,054 | +8.1% | 322,380 | $17.56M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +14,113 | +9.0% | 170,324 | $9.28M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +11,508 | +16.2% | 82,717 | $4.50M | Q2 2026 | Aug 14, 2026 |
| Vantage Point Financial Llc | Buy | +10,283 | +43.7% | 33,834 | $1.84M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +5,102 | +47.9% | 15,764 | $858.51K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +3,923 | — | 3,923 | $213.63K | Q2 2026 | Aug 14, 2026 |
| Tandem Financial, Llc | Sell | -2,439 | -12.2% | 17,570 | $956.86K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +2,022 | +41.2% | 6,929 | $377.00K | Q2 2026 | Aug 14, 2026 |
| Daner Wealth Management, Llc | Buy | +1,404 | +13.1% | 12,131 | $650.57K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +1,244 | +2.6% | 48,363 | $2.63M | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Buy | +1,099 | +13.0% | 9,577 | $521.56K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +969 | +21.6% | 5,454 | $297.02K | Q2 2026 | Aug 14, 2026 |
| Excelsior Advisor Network Llc | Buy | +406 | +1.7% | 23,639 | $1.29M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +9 | +0.1% | 16,067 | $875.03K | Q2 2026 | Aug 14, 2026 |
| Nemes Rush Group Llc | Buy | +1 | +0.6% | 163 | $8.89K | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | Buy | +131,199 | — | 131,199 | $7.15M | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about DFGP activity
Which institutional owners are buying DFGP?
Institutional owners buying DFGP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DFGP activity?
"Buy" means an investor increased their reported position in DFGP compared to the prior reporting period. This reflects growing exposure to DIM GLOBAL CP FIXED INCOME (DFGP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DFGP increasing?
Institutional interest in DFGP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.