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City State Bank’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

City State Bank’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 		$5.33M Buy
97,780
+9,935
+11% +$541K 1.22% 22
2026
Q1 		$4.74M Buy
87,845
+17,078
+24% +$929K 1.23% 22
2025
Q4 		$3.83M Buy
70,767
+17,311
+32% +$953K 1.05% 27
2025
Q3 		$2.97M Buy
53,456
+1,274
+2% +$69.9K 0.86% 29
2025
Q2 		$2.84M Buy
52,182
+6,020
+13% +$322K 0.89% 26
2025
Q1 		$2.47M Buy
46,162
+25,987
+129% +$1.38M 0.81% 28
2024
Q4 		$1.07M Buy
20,175
+11,375
+129% +$615K 0.38% 59
2024
Q3 		$485K Buy
+8,800
New +$477K 0.18% 115

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

City State Bank's DFGP Position: Q2 2026 in Review

City State Bank increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 11% in Q2 2026, buying an estimated $541K and bringing the position to 97,780 shares worth $5.33M. The position accounts for 1.22% of the portfolio, ranked #22.

City State Bank first reported a position in DFGP in Q3 2024 and has held it in 8 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • City State Bank held 97,780 shares of Dimensional Global Core Plus Fixed Income ETF worth $5.33M as of Q2 2026.
  • City State Bank bought 9,935 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $541K.
  • Dimensional Global Core Plus Fixed Income ETF made up 1.22% of City State Bank's portfolio in Q2 2026, its #22 holding.
  • City State Bank first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.