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Pandowealth. LLC’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Pandowealth. 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 		$399K Sell
7,334
-156,913
-96% -$8.54M 0.32% 12
2026
Q1 		$8.87M Buy
164,247
+9,051
+6% +$493K 7.62% 3
2025
Q4 		$8.39M Buy
+155,196
New +$8.54M 7.59% 3

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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Pandowealth. LLC's DFGP Position: Q2 2026 in Review

Pandowealth. LLC reduced its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 96% in Q2 2026, selling an estimated $8.54M and leaving 7,334 shares worth $399K. The position accounts for 0.32% of the portfolio, ranked #12.

Pandowealth. LLC first reported a position in DFGP in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.87M in Q1 2026. 118 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Pandowealth. LLC held 7,334 shares of Dimensional Global Core Plus Fixed Income ETF worth $399K as of Q2 2026.
  • Pandowealth. LLC sold 156,913 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $8.54M.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.32% of Pandowealth. LLC's portfolio in Q2 2026, its #12 holding.
  • Pandowealth. LLC first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Pandowealth. LLC's Dimensional Global Core Plus Fixed Income ETF position peaked at $8.87M in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Pandowealth. LLC's 13F filing for Q2 2026, filed 7 Aug 2026.