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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
Q2 		– Sell
-5,222
Closed -$282K – 189
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 $7.79B 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

Axis Wealth Partners's DFGP Position: Q2 2026 in Review

Axis Wealth Partners sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q2 2026, closing a stake of 5,222 shares — an estimated $282K sold.

Axis Wealth Partners first reported a position in DFGP in Q4 2025 and held it in 2 quarters. The position peaked at $282K in Q1 2026. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Axis Wealth Partners reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Axis Wealth Partners sold 5,222 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $282K.
  • Axis Wealth Partners first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2025 and held it in 2 quarters.
  • Axis Wealth Partners's Dimensional Global Core Plus Fixed Income ETF position peaked at $282K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.