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Bridge Generations Wealth Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Bridge Generations 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
Q1 		$8.76M Buy
162,187
+2,646
+2% +$144K 5.02% 6
2025
Q4 		$8.63M Sell
159,541
-1,973
-1% -$109K 5.34% 6
2025
Q3 		$8.98M Buy
161,514
+3,035
+2% +$167K 5.96% 5
2025
Q2 		$8.64M Sell
158,479
-8,769
-5% -$469K 5.24% 7
2025
Q1 		$8.94M Sell
167,248
-15,499
-8% -$824K 5.61% 7
2024
Q4 		$9.65M Buy
+182,747
New +$9.88M 6.38% 5

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

Bridge Generations Wealth Management's DFGP Position: Q1 2026 in Review

Bridge Generations Wealth Management increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 1.7% in Q1 2026, buying an estimated $144K and bringing the position to 162,187 shares worth $8.76M. The position accounts for 5.02% of the portfolio, ranked #6.

Bridge Generations Wealth Management first reported a position in DFGP in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.65M in Q4 2024. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Bridge Generations Wealth Management held 162,187 shares of Dimensional Global Core Plus Fixed Income ETF worth $8.76M as of Q1 2026.
  • Bridge Generations Wealth Management bought 2,646 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $144K.
  • Dimensional Global Core Plus Fixed Income ETF made up 5.02% of Bridge Generations Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Bridge Generations Wealth Management first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Bridge Generations Wealth Management's Dimensional Global Core Plus Fixed Income ETF position peaked at $9.65M in Q4 2024.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.