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

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Marrick Wealth Irvine, California $141M AUM

55 North Private Wealth Winter Park, Florida $508M AUM