Austin Private Wealth’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Austin Private Wealth’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	$2.21M	Buy	40,950 +3,243	+9%	+$179K	0.16%	70
2025 Q3	$2.1M	Buy	37,707 +6,019	+19%	+$330K	0.16%	75
2025 Q2	$1.73M	Buy	31,688 +55	+0.2%	+$2.94K	0.14%	85
2025 Q1	$1.69M	Buy	31,633 +13,689	+76%	+$728K	0.15%	74
2024 Q4	$948K	Buy	+17,944	New	+$971K	0.09%	90

Other funds holding DFGP

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

MPW

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

VBA

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

BPA

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

RWM

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

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

VAS

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

Austin Private Wealth's DFGP Position: Q4 2025 in Review

Austin Private Wealth increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 8.6% in Q4 2025, buying an estimated $179K and bringing the position to 40,950 shares worth $2.21M. The position accounts for 0.16% of the portfolio, ranked #70.

Austin Private Wealth first reported a position in DFGP in Q4 2024 and has held it in 5 quarters since. 163 funds tracked by Wall St. Rank hold DFGP as of Q4 2025.

Austin Private Wealth held 40,950 shares of Dimensional Global Core Plus Fixed Income ETF worth $2.21M as of Q4 2025.
Austin Private Wealth bought 3,243 Dimensional Global Core Plus Fixed Income ETF shares in Q4 2025, an estimated $179K.
Dimensional Global Core Plus Fixed Income ETF made up 0.16% of Austin Private Wealth's portfolio in Q4 2025, its #70 holding.
Austin Private Wealth first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 5 quarters since.
163 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.