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 Q2	$8.55M	Sell	156,964 -5,223	-3%	-$284K	4.36%	8
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	$9.7M	Buy	+182,747	New	+$9.9M	6.38%	5

Other funds holding DFGP

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

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

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

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

Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return

Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Bridge Generations Wealth Management's DFGP Position: Q2 2026 in Review

Bridge Generations Wealth Management reduced its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 3.2% in Q2 2026, selling an estimated $284K and leaving 156,964 shares worth $8.55M. The position accounts for 4.36% of the portfolio, ranked #8.

Bridge Generations Wealth Management first reported a position in DFGP in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.7M in Q4 2024. 185 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

Bridge Generations Wealth Management held 156,964 shares of Dimensional Global Core Plus Fixed Income ETF worth $8.55M as of Q2 2026.
Bridge Generations Wealth Management sold 5,223 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $284K.
Dimensional Global Core Plus Fixed Income ETF made up 4.36% of Bridge Generations Wealth Management's portfolio in Q2 2026, its #8 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 7 quarters since.
Bridge Generations Wealth Management's Dimensional Global Core Plus Fixed Income ETF position peaked at $9.7M in Q4 2024.
185 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.