Clarity Asset Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Clarity Asset 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 Q3	$202K	Buy	3,893 +92	+2%	+$4.91K	0.1%	65
2026 Q2	$207K	Buy	3,801 +566	+17%	+$30.8K	0.1%	66
2026 Q1	$175K	Buy	+3,235	New	+$176K	0.09%	75

Other funds holding DFGP

OFI

Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Clarity Asset Management's DFGP Position: Q3 2026 in Review

Clarity Asset Management increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 2.4% in Q3 2026, buying an estimated $4.91K and bringing the position to 3,893 shares worth $202K. The position accounts for 0.1% of the portfolio, ranked #65.

Clarity Asset Management first reported a position in DFGP in Q1 2026 and has held it in 3 quarters since. The position peaked at $207K in Q2 2026. 19 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

Clarity Asset Management held 3,893 shares of Dimensional Global Core Plus Fixed Income ETF worth $202K as of Q3 2026.
Clarity Asset Management bought 92 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2026, an estimated $4.91K.
Dimensional Global Core Plus Fixed Income ETF made up 0.1% of Clarity Asset Management's portfolio in Q3 2026, its #65 holding.
Clarity Asset Management first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2026 and has held it in 3 quarters since.
Clarity Asset Management's Dimensional Global Core Plus Fixed Income ETF position peaked at $207K in Q2 2026.
19 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

Based on Clarity Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.