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Advyzon Investment Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Advyzon Investment Management’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 		– Sell
-4,634
Closed -$250K – 770
2026
Q1 		$250K Buy
4,634
+145
+3% +$7.89K 0.02% 598
2025
Q4 		$243K Buy
+4,489
New +$247K 0.03% 500

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

Advyzon Investment Management's DFGP Position: Q2 2026 in Review

Advyzon Investment Management sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q2 2026, closing a stake of 4,634 shares — an estimated $250K sold.

Advyzon Investment Management first reported a position in DFGP in Q4 2025 and held it in 2 quarters. The position peaked at $250K in Q1 2026. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Advyzon Investment Management reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 4,634 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $250K.
  • Advyzon Investment Management first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2025 and held it in 2 quarters.
  • Advyzon Investment Management's Dimensional Global Core Plus Fixed Income ETF position peaked at $250K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.