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

Aspire Private 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
2025 Q4	–	Sell	-3,764	Closed	-$209K	–	175
2025 Q3	$209K	Sell	3,764 -79	-2%	-$4.33K	0.05%	173
2025 Q2	$209K	Hold	3,843	–	–	0.05%	176
2025 Q1	$205K	Sell	3,843 -455	-11%	-$24.2K	0.05%	172
2024 Q4	$227K	Buy	4,298 +75	+2%	+$4.06K	0.06%	162
2024 Q3	$233K	Sell	4,223 -293	-6%	-$15.9K	0.06%	155
2024 Q2	$239K	Buy	4,516 +455	+11%	+$24K	0.06%	141
2024 Q1	$217K	Buy	4,061 +902	+29%	+$47.8K	0.06%	149
2023 Q4	$168K	Buy	+3,159	New	+$164K	0.05%	148

Other funds holding DFGP

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $338M AUM 15.88% 1-Year Est. Return

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return