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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
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

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
WAN
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Abel Hall LLC's DFGP Position: Q2 2026 in Review

Abel Hall LLC increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 12% in Q2 2026, buying an estimated $305K and bringing the position to 51,673 shares worth $2.81M. The position accounts for 0.49% of the portfolio, ranked #26.

Abel Hall LLC first reported a position in DFGP in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.85M in Q4 2024. 74 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Abel Hall LLC held 51,673 shares of Dimensional Global Core Plus Fixed Income ETF worth $2.81M as of Q2 2026.
  • Abel Hall LLC bought 5,608 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $305K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.49% of Abel Hall LLC's portfolio in Q2 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 9 quarters since.
  • Abel Hall LLC's Dimensional Global Core Plus Fixed Income ETF position peaked at $2.85M in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.