Commonwealth Equity Services

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 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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $338M AUM 15.88% 1-Year Est. Return

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return