Abel Hall LLC’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Abel Hall LLC’s Portfolio DFGP Stock Details DFGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.86M	Buy	55,168 +3,495	+7%	+$186K	0.52%	26
2026 Q2	$2.81M	Buy	51,673 +5,608	+12%	+$305K	0.49%	26
2026 Q1	$2.49M	Sell	46,065 -188	-0.4%	-$10.2K	0.53%	21
2025 Q4	$2.5M	Buy	46,253 +1,456	+3%	+$80.2K	0.58%	21
2025 Q3	$2.49M	Buy	44,797 +2,301	+5%	+$126K	1.01%	14
2025 Q2	$2.32M	Sell	42,496 -2,405	-5%	-$129K	1.07%	15
2025 Q1	$2.4M	Sell	44,901 -9,074	-17%	-$482K	1.45%	12
2024 Q4	$2.85M	Buy	53,975 +2,563	+5%	+$139K	1.82%	12
2024 Q3	$2.83M	Buy	51,412 +5,306	+12%	+$288K	1.85%	11
2024 Q2	$2.44M	Buy	+46,106	New	+$2.43M	1.73%	12

Other funds holding DFGP

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Midwest Heritage Bank West Des Moines, Iowa $342M AUM 9.98% 1-Year Est. Return

Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return

Abel Hall LLC's DFGP Position: Q3 2026 in Review

Abel Hall LLC increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 6.8% in Q3 2026, buying an estimated $186K and bringing the position to 55,168 shares worth $2.86M. The position accounts for 0.52% of the portfolio, ranked #26.

Abel Hall LLC first reported a position in DFGP in Q2 2024 and has held it in 10 quarters since. 69 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

Abel Hall LLC held 55,168 shares of Dimensional Global Core Plus Fixed Income ETF worth $2.86M as of Q3 2026.
Abel Hall LLC bought 3,495 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2026, an estimated $186K.
Dimensional Global Core Plus Fixed Income ETF made up 0.52% of Abel Hall LLC's portfolio in Q3 2026, its #26 holding.
Abel Hall LLC first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2024 and has held it in 10 quarters since.
69 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.