Commonwealth Equity Services
DFGP icon

Commonwealth Equity Services’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Commonwealth Equity Services’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 		$23.8M Buy
436,461
+39,254
+10% +$2.14M 0.03% 529
2026
Q1 		$21.4M Buy
397,207
+23,126
+6% +$1.26M 0.03% 541
2025
Q4 		$20.2M Buy
374,081
+28,735
+8% +$1.58M 0.03% 557
2025
Q3 		$19.2M Buy
345,346
+8,630
+3% +$473K 0.02% 593
2025
Q2 		$18.3M Sell
336,716
-25,998
-7% -$1.39M 0.02% 610
2025
Q1 		$19.4M Buy
362,714
+13,145
+4% +$699K 0.03% 572
2024
Q4 		$18.5M Buy
349,569
+21,422
+7% +$1.16M 0.03% 562
2024
Q3 		$18.1M Buy
328,147
+7,358
+2% +$399K 0.03% 554
2024
Q2 		$17M Buy
320,789
+257,754
+409% +$13.6M 0.03% 572
2024
Q1 		$3.37M Buy
63,035
+47,215
+298% +$2.5M 0.01% 1422
2023
Q4 		$843K Buy
+15,820
New +$821K ﹤0.01% 2289

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

Commonwealth Equity Services's DFGP Position: Q2 2026 in Review

Commonwealth Equity Services increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 9.9% in Q2 2026, buying an estimated $2.14M and bringing the position to 436,461 shares worth $23.8M. The position accounts for 0.03% of the portfolio, ranked #529.

Commonwealth Equity Services first reported a position in DFGP in Q4 2023 and has held it in 11 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Commonwealth Equity Services held 436,461 shares of Dimensional Global Core Plus Fixed Income ETF worth $23.8M as of Q2 2026.
  • Commonwealth Equity Services bought 39,254 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $2.14M.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.03% of Commonwealth Equity Services's portfolio in Q2 2026, its #529 holding.
  • Commonwealth Equity Services first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.