DFGP Institutional Ownership & Shareholders
DIM GLOBAL CP FIXED INCOME (DFGP) is currently held by 186 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.32B based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Forum Financial Management, Lp is currently the largest disclosed institutional shareholder of DFGP tracked by InsiderSet, reporting ownership valued at approximately $369.93M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $375.47M, representing an estimated gain of +1.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed DFGP value among the investors covered in this analysis. Major shareholders include Forum Financial Management, Lp, Maseco Llp, Symmetry Partners, Llc, and several other long-term asset managers with concentrated positions in DIM GLOBAL CP FIXED INCOME (DFGP).
This page ranks the largest institutional DFGP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
186
Total Reported Value
$2.32B
Largest Holder
Forum Financial Management, Lp
Largest Position
$369.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Forum Financial Management, Lp | 4.81% | 7,124,221 | $369,932,275 | $375,474,231 | +$5,541,956 | +1.50% | |
| Maseco Llp | 6.55% | 4,607,933 | $239,336,063 | $242,856,040 | +$3,519,977 | +1.47% | |
| Symmetry Partners, Llc | 6.34% | 2,388,351 | $124,017,529 | $125,875,412 | +$1,857,883 | +1.50% | |
| Von Borstel & Associates, Inc. | 18.05% | 1,616,680 | $88,044,000 | $85,205,341 | -$2,838,659 | -3.22% | |
| Beacon Pointe Advisors, Llc | 0.30% | 1,170,296 | $63,734,321 | $61,679,163 | -$2,055,158 | -3.22% | |
| Tci Wealth Advisors, Inc. | 2.45% | 1,172,892 | $60,903,575 | $61,815,983 | +$912,408 | +1.50% | |
| Wpwealth Llp | 8.70% | 1,076,585 | $58,630,838 | $56,740,228 | -$1,890,610 | -3.22% | |
| Ruedi Wealth Management, Inc. | 13.46% | 1,053,280 | $57,361,606 | $55,511,964 | -$1,849,642 | -3.22% | |
| Elser Financial Planning, Inc | 2.32% | 1,020,921 | $53,012,344 | $53,806,518 | +$794,174 | +1.50% | |
| Curio Wealth, Llc | 15.73% | 930,622 | $50,681,668 | $49,047,409 | -$1,634,259 | -3.22% | |
| Integrity Advisory Solutions, Llc | 5.11% | 938,687 | $48,742,274 | $49,472,466 | +$730,192 | +1.50% | |
| Penobscot Wealth Management | 12.14% | 906,703 | $47,081,484 | $47,786,784 | +$705,300 | +1.50% | |
| Vestmark Advisory Solutions, Inc. | 0.44% | 857,514 | $46,700,212 | $45,194,332 | -$1,505,880 | -3.22% | |
| Beaird Harris Wealth Management, Llc | 2.54% | 743,391 | $40,485,062 | $39,179,605 | -$1,305,457 | -3.22% | |
| Envestnet Asset Management Inc | 0.01% | 712,638 | $38,810,286 | $37,558,802 | -$1,251,484 | -3.22% | |
| Bank Of America Corp | 0.00% | 708,687 | $38,595,094 | $37,350,569 | -$1,244,525 | -3.22% | |
| Commonwealth Equity Services, Llc | 0.05% | 673,136 | $34,953,280 | $35,476,892 | +$523,612 | +1.50% | |
| Allworth Financial Lp | 0.14% | 597,304 | $32,529,152 | $31,480,250 | -$1,048,902 | -3.22% | |
| Wealth Advisors Northwest Llc | 10.08% | 581,241 | $30,181,509 | $30,633,668 | +$452,159 | +1.50% | |
| Integrity Alliance, Llc. | 0.92% | 576,899 | $29,956,082 | $30,404,827 | +$448,745 | +1.50% | |
| Milwealth Group Llc | 6.40% | 571,292 | $29,664,897 | $30,109,316 | +$444,419 | +1.50% | |
| Straight Path Wealth Management | 6.56% | 567,449 | $29,465,376 | $29,906,775 | +$441,399 | +1.50% | |
| Dinuzzo Private Wealth, Inc. | 2.72% | 526,634 | $27,345,987 | $27,755,666 | +$409,679 | +1.50% | |
| Jones Financial Companies Lllp | 0.01% | 482,694 | $26,350,265 | $25,439,856 | -$910,409 | -3.46% | |
| Vise Technologies, Inc. | 0.22% | 503,710 | $26,155,645 | $26,547,481 | +$391,836 | +1.50% | |
| Rfg Advisory, Llc | 0.39% | 461,737 | $25,146,176 | $24,335,341 | -$810,835 | -3.22% | |
| United Wealth Management, Llc | 6.44% | 468,933 | $24,349,815 | $24,714,598 | +$364,783 | +1.50% | |
| Quantum Financial Advisors, Llc | 2.11% | 392,244 | $21,361,608 | $20,672,789 | -$688,819 | -3.22% | |
| Stolz & Associates, Ps | 12.94% | 380,781 | $20,737,333 | $20,068,644 | -$668,689 | -3.22% | |
| Midwest Heritage Bank, Fsb | 5.60% | 369,174 | $19,169,709 | $19,456,910 | +$287,201 | +1.50% | |
| Moneta Group Investment Advisors Llc | 0.13% | 322,380 | $17,556,824 | $16,990,683 | -$566,141 | -3.22% | |
| Meredith Wealth Planning | 4.05% | 312,809 | $16,242,938 | $16,486,254 | +$243,316 | +1.50% | |
| Integrated Wealth Concepts Llc | 0.11% | 297,299 | $16,190,908 | $15,668,817 | -$522,091 | -3.22% | |
| Trunorth Capital Management, Llc | 2.52% | 311,670 | $16,183,794 | $16,426,225 | +$242,431 | +1.50% | |
| Savant Capital, Llc | 0.05% | 285,337 | $15,539,454 | $15,038,373 | -$501,081 | -3.22% | |
| Apella Capital, Llc | 0.18% | 269,685 | $14,044,131 | $14,213,451 | +$169,320 | +1.21% | |
| Gradient Capital Advisors, Llc | 2.88% | 240,334 | $12,479,576 | $12,666,539 | +$186,963 | +1.50% | |
| Wheels Up Wealth, Inc. | 10.23% | 232,725 | $12,084,478 | $12,265,515 | +$181,037 | +1.50% | |
| Geowealth Management, Llc | 0.37% | 213,656 | $11,635,725 | $11,260,504 | -$375,221 | -3.22% | |
| Vestia Personal Wealth Advisors | 4.12% | 230,678 | $10,883,440 | $12,157,630 | +$1,274,190 | +11.71% | |
| Grand Wealth Management, Llc | 4.47% | 196,912 | $10,723,801 | $10,378,030 | -$345,771 | -3.22% | |
| Dynamic Advisor Solutions Llc | 0.30% | 204,288 | $10,607,864 | $10,766,774 | +$158,910 | +1.50% | |
| Old Mission Capital Llc | 0.27% | 192,871 | $10,503,754 | $10,165,054 | -$338,700 | -3.22% | |
| Archford Capital Strategies, Llc | 1.03% | 199,490 | $10,358,729 | $10,513,901 | +$155,172 | +1.50% | |
| Fort Vancouver Investment Management, Llc | 4.67% | 183,660 | $10,002,124 | $9,679,598 | -$322,526 | -3.22% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 184,792 | $9,976,920 | $9,739,259 | -$237,661 | -2.38% | |
| Signature Resources Capital Management, Llc | 4.14% | 188,511 | $9,788,635 | $9,935,265 | +$146,630 | +1.50% | |
| Kestra Advisory Services, Llc | 0.03% | 182,058 | $9,453,567 | $9,595,167 | +$141,600 | +1.50% | |
| Action Point Financial Planning, Llc | 1.01% | 172,651 | $9,401,374 | $9,099,381 | -$301,993 | -3.21% | |
| Betterment Llc | 0.02% | 170,324 | $9,276,000 | $8,976,739 | -$299,261 | -3.23% |
Frequently asked questions about DFGP
Who are the largest institutional holders of DFGP?
The largest institutional holders of DFGP reported in the latest SEC Form 13F filings include Forum Financial Management, Lp, Maseco Llp, Symmetry Partners, Llc, Von Borstel & Associates, Inc., and Beacon Pointe Advisors, Llc. InsiderSet ranks institutional holders by their latest reported DFGP position.
What is DFGP institutional ownership?
This page tracks DFGP positions reported by institutional investment managers through SEC Form 13F. DIM GLOBAL CP FIXED INCOME (DFGP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFGP?
InsiderSet currently tracks 186 institutional managers reporting DFGP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFGP shareholders.
How much DFGP stock do institutions own?
Institutional investment managers disclosed approximately $2.32B in DFGP holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFGP institutional ownership last updated?
The latest DFGP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFGP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFGP position after the reporting date.
Are institutions buying or selling DFGP?
Institutional buying and selling can be analyzed by comparing DFGP positions across consecutive 13F reporting periods. InsiderSet's DFGP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFGP ownership changes.
How has DFGP institutional ownership changed over time?
InsiderSet tracks DFGP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.