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Arkadios Wealth Advisors’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Arkadios Wealth Advisors’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 		$917K Hold
16,834
– – 0.01% 840
2026
Q1 		$909K Hold
16,834
– – 0.01% 835
2025
Q4 		$910K Buy
+16,834
New +$927K 0.02% 737

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

Arkadios Wealth Advisors's DFGP Position: Q2 2026 in Review

Arkadios Wealth Advisors held its Dimensional Global Core Plus Fixed Income ETF (DFGP) position steady in Q2 2026 at 16,834 shares worth $917K. The position accounts for 0.01% of the portfolio, ranked #840.

Arkadios Wealth Advisors first reported a position in DFGP in Q4 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Arkadios Wealth Advisors held 16,834 shares of Dimensional Global Core Plus Fixed Income ETF worth $917K as of Q2 2026.
  • Arkadios Wealth Advisors left its Dimensional Global Core Plus Fixed Income ETF share count unchanged in Q2 2026.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #840 holding.
  • Arkadios Wealth Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.