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

Daner Wealth Management’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 		$651K Buy
12,131
+1,404
+13% +$76.4K 0.35% 40
2026
Q1 		$582K Buy
10,727
+2,299
+27% +$125K 0.34% 41
2025
Q4 		$461K Buy
8,428
+1,664
+25% +$91.6K 0.28% 47
2025
Q3 		$379K Sell
6,764
-95
-1% -$5.21K 0.25% 48
2025
Q2 		$376K Buy
+6,859
New +$367K 0.26% 47
2024
Q4 		$504K Buy
+9,493
New +$513K 0.37% 31

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

Daner Wealth Management's DFGP Position: Q2 2026 in Review

Daner Wealth Management increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 13% in Q2 2026, buying an estimated $76.4K and bringing the position to 12,131 shares worth $651K. The position accounts for 0.35% of the portfolio, ranked #40.

Daner Wealth Management first reported a position in DFGP in Q4 2024 and has held it in 6 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Daner Wealth Management held 12,131 shares of Dimensional Global Core Plus Fixed Income ETF worth $651K as of Q2 2026.
  • Daner Wealth Management bought 1,404 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $76.4K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.35% of Daner Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Daner Wealth Management first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.