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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
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

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $488M AUM 19.82% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Acorn Wealth Advisors's DFGP Position: Q2 2026 in Review

Acorn Wealth Advisors increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 28% in Q2 2026, buying an estimated $896K and bringing the position to 74,907 shares worth $4.08M. The position accounts for 0.99% of the portfolio, ranked #25.

Acorn Wealth Advisors first reported a position in DFGP in Q1 2024 and has held it in 10 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Acorn Wealth Advisors held 74,907 shares of Dimensional Global Core Plus Fixed Income ETF worth $4.08M as of Q2 2026.
  • Acorn Wealth Advisors bought 16,466 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $896K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.99% of Acorn Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Acorn Wealth Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.