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

Curio 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	$50.7M	Buy	930,622 +92,615	+11%	+$5.04M	15.73%	2
2026 Q1	$45.2M	Buy	838,007 +75,566	+10%	+$4.11M	15.46%	3
2025 Q4	$41.3M	Buy	762,441 +135,715	+22%	+$7.47M	14.63%	3
2025 Q3	$34.8M	Buy	626,726 +51,632	+9%	+$2.83M	14.29%	3
2025 Q2	$31.3M	Buy	575,094 +185,160	+47%	+$9.91M	13.73%	3
2025 Q1	$20.8M	Buy	389,934 +2,016	+0.5%	+$107K	10.85%	3
2024 Q4	$20.5M	Buy	+387,918	New	+$21M	11.02%	3

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

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

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

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

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Curio Wealth's DFGP Position: Q2 2026 in Review

Curio Wealth increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 11% in Q2 2026, buying an estimated $5.04M and bringing the position to 930,622 shares worth $50.7M. The position accounts for 15.73% of the portfolio, ranked #2.

Curio Wealth first reported a position in DFGP in Q4 2024 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

Curio Wealth held 930,622 shares of Dimensional Global Core Plus Fixed Income ETF worth $50.7M as of Q2 2026.
Curio Wealth bought 92,615 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $5.04M.
Dimensional Global Core Plus Fixed Income ETF made up 15.73% of Curio Wealth's portfolio in Q2 2026, its #2 holding.
Curio Wealth first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.