DPW
DFGP icon

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

DiNuzzo Private 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 		$27.4M Buy
502,670
+42,368
+9% +$2.31M 2.71% 13
2026
Q1 		$24.9M Buy
460,302
+23,805
+5% +$1.3M 2.68% 14
2025
Q4 		$23.6M Buy
436,497
+62,255
+17% +$3.43M 2.57% 14
2025
Q3 		$20.5M Buy
374,242
+26,739
+8% +$1.47M 2.33% 15
2025
Q2 		$18.9M Buy
347,503
+24,890
+8% +$1.33M 2.25% 16
2025
Q1 		$17.2M Buy
322,613
+25,080
+8% +$1.33M 2.17% 17
2024
Q4 		$15.7M Buy
297,533
+36,193
+14% +$1.96M 1.99% 18
2024
Q3 		$14.4M Buy
261,340
+28,289
+12% +$1.53M 1.78% 18
2024
Q2 		$12.3M Buy
233,051
+6,640
+3% +$351K 1.66% 18
2024
Q1 		$12.1M Buy
226,411
+22,362
+11% +$1.18M 1.63% 17
2023
Q4 		$10.9M Buy
+204,049
New +$10.6M 1.54% 18

Other funds holding DFGP

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
MW
Marrick Wealth Irvine, California $141M AUM
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM