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Apella Capital’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Apella Capital’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 		$9.1M Buy
167,820
+142,896
+573% +$7.78M 0.13% 123
2026
Q1 		$1.36M Buy
24,924
+8,936
+56% +$486K 0.02% 316
2025
Q4 		$864K Buy
15,988
+8,441
+112% +$465K 0.02% 290
2025
Q3 		$424K Hold
7,547
– – 0.01% 351
2025
Q2 		$410K Sell
7,547
-2,471
-25% -$132K 0.01% 317
2025
Q1 		$529K Sell
10,018
-2
-0% -$106 0.02% 251
2024
Q4 		$529K Buy
+10,020
New +$542K 0.02% 225

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

Apella Capital's DFGP Position: Q2 2026 in Review

Apella Capital increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 573% in Q2 2026, buying an estimated $7.78M and bringing the position to 167,820 shares worth $9.1M. The position accounts for 0.13% of the portfolio, ranked #123.

Apella Capital first reported a position in DFGP in Q4 2024 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Apella Capital held 167,820 shares of Dimensional Global Core Plus Fixed Income ETF worth $9.1M as of Q2 2026.
  • Apella Capital bought 142,896 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $7.78M.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.13% of Apella Capital's portfolio in Q2 2026, its #123 holding.
  • Apella Capital first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.