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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
Q3 		$14M Buy
269,685
+101,865
+61% +$5.43M 0.18% 102
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

OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Apella Capital's DFGP Position: Q3 2026 in Review

Apella Capital increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 61% in Q3 2026, buying an estimated $5.43M and bringing the position to 269,685 shares worth $14M. The position accounts for 0.18% of the portfolio, ranked #102.

Apella Capital first reported a position in DFGP in Q4 2024 and has held it in 8 quarters since. 17 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

  • Apella Capital held 269,685 shares of Dimensional Global Core Plus Fixed Income ETF worth $14M as of Q3 2026.
  • Apella Capital bought 101,865 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2026, an estimated $5.43M.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.18% of Apella Capital's portfolio in Q3 2026, its #102 holding.
  • Apella Capital first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
  • 17 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.