AIS
DFGP icon

American Investment Services’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

American Investment Services’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
Q1 		$1.95M Buy
36,094
+1,828
+5% +$99.5K 0.43% 48
2025
Q4 		$1.85M Buy
34,266
+4,996
+17% +$275K 0.43% 49
2025
Q3 		$1.63M Buy
29,270
+5,945
+25% +$326K 0.39% 54
2025
Q2 		$1.27M Sell
23,325
-5,176
-18% -$277K 0.32% 61
2025
Q1 		$1.52M Buy
28,501
+1,232
+5% +$65.5K 0.27% 68
2024
Q4 		$1.44M Buy
27,269
+610
+2% +$33K 0.26% 69
2024
Q3 		$1.47M Buy
26,659
+11,200
+72% +$607K 0.25% 67
2024
Q2 		$818K Buy
15,459
+3,583
+30% +$189K 0.14% 85
2024
Q1 		$634K Buy
11,876
+1,832
+18% +$97K 0.11% 99
2023
Q4 		$535K Buy
+10,044
New +$521K 0.1% 100

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return

American Investment Services's DFGP Position: Q1 2026 in Review

American Investment Services increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 5.3% in Q1 2026, buying an estimated $99.5K and bringing the position to 36,094 shares worth $1.95M. The position accounts for 0.43% of the portfolio, ranked #48.

American Investment Services first reported a position in DFGP in Q4 2023 and has held it in 10 quarters since. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • American Investment Services held 36,094 shares of Dimensional Global Core Plus Fixed Income ETF worth $1.95M as of Q1 2026.
  • American Investment Services bought 1,828 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $99.5K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.43% of American Investment Services's portfolio in Q1 2026, its #48 holding.
  • American Investment Services first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.