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Beacon Pointe Advisors’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Beacon Pointe Advisors’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 		$63.7M Sell
1,170,296
-14,160
-1% -$771K 0.3% 72
2026
Q1 		$63.9M Buy
1,184,456
+8,712
+0.7% +$474K 0.34% 68
2025
Q4 		$63.6M Buy
1,175,744
+49,635
+4% +$2.73M 0.45% 49
2025
Q3 		$62.6M Buy
+1,126,109
New +$61.8M 0.53% 35

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

Beacon Pointe Advisors's DFGP Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 1.2% in Q2 2026, selling an estimated $771K and leaving 1,170,296 shares worth $63.7M. The position accounts for 0.3% of the portfolio, ranked #72.

Beacon Pointe Advisors first reported a position in DFGP in Q3 2025 and has held it in 4 quarters since. The position peaked at $63.9M in Q1 2026. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Beacon Pointe Advisors held 1,170,296 shares of Dimensional Global Core Plus Fixed Income ETF worth $63.7M as of Q2 2026.
  • Beacon Pointe Advisors sold 14,160 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $771K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.3% of Beacon Pointe Advisors's portfolio in Q2 2026, its #72 holding.
  • Beacon Pointe Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Beacon Pointe Advisors's Dimensional Global Core Plus Fixed Income ETF position peaked at $63.9M in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.