AIS
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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
Q2 		$2.03M Buy
37,315
+1,221
+3% +$66.5K 0.43% 51
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 $7.79B 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

American Investment Services's DFGP Position: Q2 2026 in Review

American Investment Services increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 3.4% in Q2 2026, buying an estimated $66.5K and bringing the position to 37,315 shares worth $2.03M. The position accounts for 0.43% of the portfolio, ranked #51.

American Investment Services first reported a position in DFGP in Q4 2023 and has held it in 11 quarters since. 185 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • American Investment Services held 37,315 shares of Dimensional Global Core Plus Fixed Income ETF worth $2.03M as of Q2 2026.
  • American Investment Services bought 1,221 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $66.5K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.43% of American Investment Services's portfolio in Q2 2026, its #51 holding.
  • American Investment Services first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 185 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on American Investment Services's 13F filing for Q2 2026, filed 12 Aug 2026.