Acorn Wealth Advisors
DFGP icon

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
Q3 		$4.39M Buy
84,628
+9,721
+13% +$518K 1.08% 17
2026
Q2 		$4.08M Buy
74,907
+16,466
+28% +$896K 0.99% 25
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

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Integrity Advisory Solutions
Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return
Penobscot Wealth Management
Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Wealth Advisors Northwest
Wealth Advisors Northwest Portland, Oregon $299M AUM 12.51% 1-Year Est. Return

Acorn Wealth Advisors's DFGP Position: Q3 2026 in Review

Acorn Wealth Advisors increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 13% in Q3 2026, buying an estimated $518K and bringing the position to 84,628 shares worth $4.39M. The position accounts for 1.08% of the portfolio, ranked #17.

Acorn Wealth Advisors first reported a position in DFGP in Q1 2024 and has held it in 11 quarters since. 116 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

  • Acorn Wealth Advisors held 84,628 shares of Dimensional Global Core Plus Fixed Income ETF worth $4.39M as of Q3 2026.
  • Acorn Wealth Advisors bought 9,721 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2026, an estimated $518K.
  • Dimensional Global Core Plus Fixed Income ETF made up 1.08% of Acorn Wealth Advisors's portfolio in Q3 2026, its #17 holding.
  • Acorn Wealth Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2024 and has held it in 11 quarters since.
  • 116 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

Based on Acorn Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.