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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+27,495+4.0%712,638$38.81MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+9,625+3.3%297,299$16.19MQ2 2026Sep 09, 2026
Rehmann Capital Advisory GroupSell-80-1.9%4,102$223.39KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+3,138+39.2%11,153$607.39KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-14,160-1.2%1,170,296$63.73MQ2 2026Aug 18, 2026
Switchpoint Financial Planning, LlcBuy+4,046+83.6%8,884$483.82KQ2 2026Aug 17, 2026
Jones Financial Companies LllpBuy+482,694—482,694$26.35MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+192,871—192,871$10.50MQ2 2026Aug 14, 2026
Mission Hills Financial Advisory, LlcBuy+106,371—106,371$5.79MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+93,932+15.3%708,687$38.60MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+65,738—65,738$3.58MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+60,303+53.7%172,651$9.40MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+59,433+320.8%77,958$4.25MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+41,620—41,620$2.27MQ2 2026Aug 14, 2026
Moneta Group Investment Advisors LlcBuy+24,054+8.1%322,380$17.56MQ2 2026Aug 14, 2026
Betterment LlcBuy+14,113+9.0%170,324$9.28MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+11,508+16.2%82,717$4.50MQ2 2026Aug 14, 2026
Vantage Point Financial LlcBuy+10,283+43.7%33,834$1.84MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+5,102+47.9%15,764$858.51KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+3,923—3,923$213.63KQ2 2026Aug 14, 2026
Tandem Financial, LlcSell-2,439-12.2%17,570$956.86KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+2,022+41.2%6,929$377.00KQ2 2026Aug 14, 2026
Daner Wealth Management, LlcBuy+1,404+13.1%12,131$650.57KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+1,244+2.6%48,363$2.63MQ2 2026Aug 14, 2026
Sei Investments CoBuy+1,099+13.0%9,577$521.56KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+969+21.6%5,454$297.02KQ2 2026Aug 14, 2026
Excelsior Advisor Network LlcBuy+406+1.7%23,639$1.29MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+9+0.1%16,067$875.03KQ2 2026Aug 14, 2026
Nemes Rush Group LlcBuy+1+0.6%163$8.89KQ2 2026Aug 14, 2026
Visionary Wealth AdvisorsBuy+131,199—131,199$7.15MQ2 2026Aug 13, 2026
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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.