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Alpha Financial Advisors’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Alpha Financial 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 		$1.13M Buy
20,721
+597
+3% +$32.5K 0.3% 28
2026
Q1 		$1.09M Buy
20,124
+7,403
+58% +$403K 0.33% 23
2025
Q4 		$688K Buy
12,721
+2,326
+22% +$128K 0.21% 29
2025
Q3 		$578K Buy
10,395
+2,179
+27% +$120K 0.2% 30
2025
Q2 		$448K Sell
8,216
-797
-9% -$42.7K 0.17% 31
2025
Q1 		$482K Buy
9,013
+2,123
+31% +$113K 0.21% 22
2024
Q4 		$364K Buy
6,890
+1,380
+25% +$74.6K 0.16% 31
2024
Q3 		$304K Buy
+5,510
New +$299K 0.13% 35

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

Alpha Financial Advisors's DFGP Position: Q2 2026 in Review

Alpha Financial Advisors increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 3% in Q2 2026, buying an estimated $32.5K and bringing the position to 20,721 shares worth $1.13M. The position accounts for 0.3% of the portfolio, ranked #28.

Alpha Financial Advisors first reported a position in DFGP in Q3 2024 and has held it in 8 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Alpha Financial Advisors held 20,721 shares of Dimensional Global Core Plus Fixed Income ETF worth $1.13M as of Q2 2026.
  • Alpha Financial Advisors bought 597 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $32.5K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.3% of Alpha Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • Alpha Financial Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.