CW
DFGP icon

CreativeOne Wealth’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

CreativeOne Wealth’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 		$631K Sell
11,582
-21,260
-65% -$1.16M 0.01% 722
2026
Q1 		$1.77M Sell
32,842
-1,407
-4% -$76.6K 0.04% 387
2025
Q4 		$1.85M Buy
34,249
+1,140
+3% +$62.8K 0.04% 352
2025
Q3 		$1.84M Buy
33,109
+77
+0.2% +$4.22K 0.04% 357
2025
Q2 		$1.8M Buy
33,032
+556
+2% +$29.8K 0.05% 370
2025
Q1 		$1.74M Buy
32,476
+4,984
+18% +$265K 0.05% 331
2024
Q4 		$1.45M Buy
27,492
+6,665
+32% +$361K 0.04% 361
2024
Q3 		$1.15M Buy
+20,827
New +$1.13M 0.04% 393

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

CreativeOne Wealth's DFGP Position: Q2 2026 in Review

CreativeOne Wealth reduced its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 65% in Q2 2026, selling an estimated $1.16M and leaving 11,582 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #722.

CreativeOne Wealth first reported a position in DFGP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.85M in Q4 2025. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • CreativeOne Wealth held 11,582 shares of Dimensional Global Core Plus Fixed Income ETF worth $631K as of Q2 2026.
  • CreativeOne Wealth sold 21,260 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $1.16M.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #722 holding.
  • CreativeOne Wealth first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • CreativeOne Wealth's Dimensional Global Core Plus Fixed Income ETF position peaked at $1.85M in Q4 2025.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.