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Acorn Wealth Advisors’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Acorn Wealth Advisors’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
Q1 		$3.16M Sell
58,441
-3,860
-6% -$210K 0.92% 27
2025
Q4 		$3.37M Sell
62,301
-5,563
-8% -$306K 1% 24
2025
Q3 		$3.77M Sell
67,864
-3,728
-5% -$205K 1.18% 17
2025
Q2 		$3.9M Sell
71,592
-1,523
-2% -$81.5K 1.45% 15
2025
Q1 		$3.91M Sell
73,115
-939
-1% -$49.9K 1.63% 12
2024
Q4 		$3.91M Buy
74,054
+10,574
+17% +$572K 1.62% 13
2024
Q3 		$3.5M Buy
63,480
+20,746
+49% +$1.12M 1.5% 14
2024
Q2 		$2.26M Buy
42,734
+16,286
+62% +$860K 1.12% 23
2024
Q1 		$1.41M Buy
+26,448
New +$1.4M 0.74% 34

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return

Acorn Wealth Advisors's DFGP Position: Q1 2026 in Review

Acorn Wealth Advisors reduced its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 6.2% in Q1 2026, selling an estimated $210K and leaving 58,441 shares worth $3.16M. The position accounts for 0.92% of the portfolio, ranked #27.

Acorn Wealth Advisors first reported a position in DFGP in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.91M in Q4 2024. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Acorn Wealth Advisors held 58,441 shares of Dimensional Global Core Plus Fixed Income ETF worth $3.16M as of Q1 2026.
  • Acorn Wealth Advisors sold 3,860 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $210K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.92% of Acorn Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • Acorn Wealth Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
  • Acorn Wealth Advisors's Dimensional Global Core Plus Fixed Income ETF position peaked at $3.91M in Q4 2024.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.