CMP
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Coston McIsaac & Partners’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Coston McIsaac & Partners’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 		$98K Buy
1,801
+20
+1% +$1.09K 0.02% 237
2026
Q1 		$96K Hold
1,781
– – 0.02% 233
2025
Q4 		$96K Buy
1,781
+57
+3% +$3.14K 0.02% 227
2025
Q3 		$95K Hold
1,724
– – 0.02% 227
2025
Q2 		$93K Buy
1,724
+1
+0.1% +$54 0.02% 224
2025
Q1 		$92K Sell
1,723
-37
-2% -$1.97K 0.03% 202
2024
Q4 		$92K Buy
1,760
+1,126
+178% +$60.9K 0.03% 198
2024
Q3 		$34K Buy
+634
New +$34.4K 0.01% 332

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

Coston McIsaac & Partners's DFGP Position: Q2 2026 in Review

Coston McIsaac & Partners increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 1.1% in Q2 2026, buying an estimated $1.09K and bringing the position to 1,801 shares worth $98K. The position accounts for 0.02% of the portfolio, ranked #237.

Coston McIsaac & Partners 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.

  • Coston McIsaac & Partners held 1,801 shares of Dimensional Global Core Plus Fixed Income ETF worth $98K as of Q2 2026.
  • Coston McIsaac & Partners bought 20 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $1.09K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.02% of Coston McIsaac & Partners's portfolio in Q2 2026, its #237 holding.
  • Coston McIsaac & Partners 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 Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.