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Brooklyn Investment Group’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Brooklyn Investment Group’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 		$228K Sell
4,228
-956
-18% -$52K 0.01% 1620
2025
Q4 		$281K Buy
+5,184
New +$285K 0.01% 1098
2025
Q3 		– Sell
-2,180
Closed -$119K – 1193
2025
Q2 		$119K Buy
+2,180
New +$117K 0.02% 856

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

Brooklyn Investment Group's DFGP Position: Q1 2026 in Review

Brooklyn Investment Group reduced its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 18% in Q1 2026, selling an estimated $52K and leaving 4,228 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #1620.

Brooklyn Investment Group first reported a position in DFGP in Q2 2025 and has held it in 3 quarters since. The position peaked at $281K in Q4 2025. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Brooklyn Investment Group held 4,228 shares of Dimensional Global Core Plus Fixed Income ETF worth $228K as of Q1 2026.
  • Brooklyn Investment Group sold 956 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $52K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1620 holding.
  • Brooklyn Investment Group first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2025 and has held it in 3 quarters since.
  • Brooklyn Investment Group's Dimensional Global Core Plus Fixed Income ETF position peaked at $281K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.