BHWM
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Bay Harbor Wealth Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Bay Harbor Wealth Management’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 		$48.4K Buy
+889
New +$48.4K 0.01% 148

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

Bay Harbor Wealth Management's DFGP Position: Q2 2026 in Review

Bay Harbor Wealth Management opened a new position in Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q2 2026: 889 shares worth $48.4K. The stake represents 0.01% of the portfolio and ranks #148 among its holdings.

184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Bay Harbor Wealth Management held 889 shares of Dimensional Global Core Plus Fixed Income ETF worth $48.4K as of Q2 2026.
  • Dimensional Global Core Plus Fixed Income ETF was a new Bay Harbor Wealth Management position in Q2 2026.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #148 holding.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.