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Axis Wealth Partners’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Axis Wealth Partners’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
Q1 		$282K Buy
5,222
+985
+23% +$53.6K 0.15% 143
2025
Q4 		$229K Buy
+4,237
New +$233K 0.13% 154

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return

Axis Wealth Partners's DFGP Position: Q1 2026 in Review

Axis Wealth Partners increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 23% in Q1 2026, buying an estimated $53.6K and bringing the position to 5,222 shares worth $282K. The position accounts for 0.15% of the portfolio, ranked #143.

Axis Wealth Partners first reported a position in DFGP in Q4 2025 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Axis Wealth Partners held 5,222 shares of Dimensional Global Core Plus Fixed Income ETF worth $282K as of Q1 2026.
  • Axis Wealth Partners bought 985 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $53.6K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.15% of Axis Wealth Partners's portfolio in Q1 2026, its #143 holding.
  • Axis Wealth Partners first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.