DIM GLOBAL CP FIXED INCOME (DFGP) Institutional Shareholders
DIM GLOBAL CP FIXED INCOME (DFGP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.21B in DFGP holdings during the latest filing period.
Forum Financial Management, Lp is currently the largest disclosed institutional shareholder of DFGP tracked by InsiderSet, reporting ownership valued at approximately $370.75M in its June 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 $359.65M, representing an estimated loss of -2.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% 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
180
Total Reported Value
$2.21B
Largest Holder
Forum Financial Management, Lp
Largest Position
$370.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
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 | 4.76% | 6,807,681 | $370,746,285 | $359,647,745 | -$11,098,540 | -2.99% | |
| Maseco Llp | 6.29% | 4,107,724 | $223,665,559 | $217,009,827 | -$6,655,732 | -2.98% | |
| Symmetry Partners, Llc | 6.94% | 2,499,991 | $136,149,507 | $132,073,775 | -$4,075,732 | -2.99% | |
| Von Borstel & Associates, Inc. | 18.05% | 1,616,680 | $88,044,000 | $85,408,719 | -$2,635,281 | -2.99% | |
| Beacon Pointe Advisors, Llc | 0.30% | 1,170,296 | $63,734,321 | $61,826,387 | -$1,907,934 | -2.99% | |
| Wpwealth Llp | 8.70% | 1,076,585 | $58,630,838 | $56,875,663 | -$1,755,175 | -2.99% | |
| Ruedi Wealth Management, Inc. | 13.46% | 1,053,280 | $57,361,606 | $55,644,466 | -$1,717,140 | -2.99% | |
| Curio Wealth, Llc | 15.73% | 930,622 | $50,681,668 | $49,164,481 | -$1,517,187 | -2.99% | |
| Integrity Advisory Solutions, Llc | 5.14% | 916,984 | $49,938,982 | $48,443,990 | -$1,494,992 | -2.99% | |
| Vestmark Advisory Solutions, Inc. | 0.44% | 857,514 | $46,700,212 | $45,302,207 | -$1,398,005 | -2.99% | |
| Penobscot Wealth Management | 12.26% | 841,792 | $45,843,994 | $44,471,619 | -$1,372,375 | -2.99% | |
| Beaird Harris Wealth Management, Llc | 2.54% | 743,391 | $40,485,062 | $39,273,124 | -$1,211,938 | -2.99% | |
| Envestnet Asset Management Inc | 0.01% | 712,638 | $38,810,286 | $37,648,452 | -$1,161,834 | -2.99% | |
| Bank Of America Corp | 0.00% | 708,687 | $38,595,094 | $37,439,722 | -$1,155,372 | -2.99% | |
| Tci Wealth Advisors, Inc. | 1.62% | 685,446 | $37,329,370 | $36,211,907 | -$1,117,463 | -2.99% | |
| Integrity Alliance, Llc. | 1.11% | 649,402 | $35,366,476 | $34,307,713 | -$1,058,763 | -2.99% | |
| Allworth Financial Lp | 0.14% | 597,304 | $32,529,152 | $31,555,391 | -$973,761 | -2.99% | |
| Milwealth Group Llc | 6.46% | 556,533 | $30,308,765 | $29,401,471 | -$907,294 | -2.99% | |
| Wealth Advisors Northwest Llc | 10.00% | 538,423 | $29,322,543 | $28,444,726 | -$877,817 | -2.99% | |
| Straight Path Wealth Management | 6.59% | 517,408 | $28,178,024 | $27,334,509 | -$843,515 | -2.99% | |
| Dinuzzo Private Wealth, Inc. | 2.71% | 502,670 | $27,375,398 | $26,555,905 | -$819,493 | -2.99% | |
| Jones Financial Companies Lllp | 0.01% | 482,694 | $26,350,265 | $25,500,579 | -$849,686 | -3.22% | |
| Rfg Advisory, Llc | 0.39% | 461,737 | $25,146,176 | $24,393,427 | -$752,749 | -2.99% | |
| United Wealth Management, Llc | 5.50% | 448,547 | $24,427,870 | $23,696,603 | -$731,267 | -2.99% | |
| Commonwealth Equity Services, Llc | 0.03% | 436,461 | $23,769,660 | $23,058,104 | -$711,556 | -2.99% | |
| Quantum Financial Advisors, Llc | 2.11% | 392,244 | $21,361,608 | $20,722,133 | -$639,475 | -2.99% | |
| Stolz & Associates, Ps | 12.94% | 380,781 | $20,737,333 | $20,116,546 | -$620,787 | -2.99% | |
| Midwest Heritage Bank, Fsb | 5.56% | 360,392 | $19,626,971 | $19,039,401 | -$587,570 | -2.99% | |
| Moneta Group Investment Advisors Llc | 0.13% | 322,380 | $17,556,824 | $17,031,239 | -$525,585 | -2.99% | |
| Trunorth Capital Management, Llc | 2.61% | 298,155 | $16,237,521 | $15,751,439 | -$486,082 | -2.99% | |
| Integrated Wealth Concepts Llc | 0.11% | 297,299 | $16,190,908 | $15,706,217 | -$484,691 | -2.99% | |
| Savant Capital, Llc | 0.05% | 285,337 | $15,539,454 | $15,074,268 | -$465,186 | -2.99% | |
| Gradient Capital Advisors, Llc | 2.96% | 234,833 | $12,789,005 | $12,406,157 | -$382,848 | -2.99% | |
| Wheels Up Wealth, Inc. | 10.55% | 228,468 | $12,442,367 | $12,069,896 | -$372,471 | -2.99% | |
| Meredith Wealth Planning | 2.94% | 228,393 | $12,438,288 | $12,065,934 | -$372,354 | -2.99% | |
| Geowealth Management, Llc | 0.37% | 213,656 | $11,635,725 | $11,287,382 | -$348,343 | -2.99% | |
| Dynamic Advisor Solutions Llc | 0.31% | 197,120 | $10,735,149 | $10,413,790 | -$321,359 | -2.99% | |
| Grand Wealth Management, Llc | 4.47% | 196,912 | $10,723,801 | $10,402,802 | -$320,999 | -2.99% | |
| Old Mission Capital Llc | 0.27% | 192,871 | $10,503,754 | $10,189,317 | -$314,437 | -2.99% | |
| Archford Capital Strategies, Llc | 1.06% | 191,581 | $10,433,521 | $10,121,167 | -$312,354 | -2.99% | |
| Modera Wealth Management, Llc | 0.11% | 186,495 | $10,156,518 | $9,852,475 | -$304,043 | -2.99% | |
| Fort Vancouver Investment Management, Llc | 4.67% | 183,660 | $10,002,124 | $9,702,703 | -$299,421 | -2.99% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 184,792 | $9,976,920 | $9,762,506 | -$214,414 | -2.15% | |
| Signature Resources Capital Management, Llc | 3.75% | 174,708 | $9,514,600 | $9,229,771 | -$284,829 | -2.99% | |
| Action Point Financial Planning, Llc | 1.01% | 172,651 | $9,401,374 | $9,121,101 | -$280,273 | -2.98% | |
| Betterment Llc | 0.02% | 170,324 | $9,276,000 | $8,998,166 | -$277,834 | -3.00% | |
| Apella Capital, Llc | 0.13% | 167,820 | $9,100,048 | $8,865,880 | -$234,168 | -2.57% | |
| Csp Financial Group, Llc | 7.72% | 166,233 | $9,053,064 | $8,782,040 | -$271,024 | -2.99% | |
| Kestra Advisory Services, Llc | 0.03% | 163,638 | $8,911,700 | $8,644,946 | -$266,754 | -2.99% | |
| Vestia Personal Wealth Advisors | 3.35% | 319,534 | $8,586,807 | $16,880,885 | +$8,294,078 | +96.59% |
Frequently asked questions about DFGP
Who owns the most DFGP stock?
The largest holders of DFGP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIM GLOBAL CP FIXED INCOME (DFGP).
Is DFGP widely held by superinvestors?
Many widely followed stocks like DFGP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFGP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.