CA
DFGP icon

Clearstead Advisors’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Clearstead Advisors’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 		– Sell
-4,224
Closed -$228K – 2405
2025
Q4 		$228K Buy
+4,224
New +$233K ﹤0.01% 902

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 $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 $426M AUM 17.45% 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 $322M AUM 16.26% 1-Year Est. Return

Clearstead Advisors's DFGP Position: Q1 2026 in Review

Clearstead Advisors sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q1 2026, closing a stake of 4,224 shares — an estimated $228K sold.

Clearstead Advisors first reported a position in DFGP in Q4 2025 and held it in 1 quarter. The position peaked at $228K in Q4 2025. 175 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Clearstead Advisors reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 4,224 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $228K.
  • Clearstead Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2025 and held it in 1 quarter.
  • Clearstead Advisors's Dimensional Global Core Plus Fixed Income ETF position peaked at $228K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.