DI
DFGP icon

Disciplined Investors’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Disciplined Investors’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
Q1 		$3.5M Buy
64,829
+2,772
+4% +$151K 2.08% 10
2025
Q4 		$3.36M Buy
62,057
+7,516
+14% +$414K 2.2% 11
2025
Q3 		$3.03M Buy
54,541
+1,324
+2% +$72.6K 2.16% 13
2025
Q2 		$2.9M Buy
53,217
+355
+0.7% +$19K 2.26% 12
2025
Q1 		$2.82M Buy
52,862
+7,179
+16% +$382K 2.55% 9
2024
Q4 		$2.38M Buy
+45,683
New +$2.47M 2.3% 10

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return

Disciplined Investors's DFGP Position: Q1 2026 in Review

Disciplined Investors increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 4.5% in Q1 2026, buying an estimated $151K and bringing the position to 64,829 shares worth $3.5M. The position accounts for 2.08% of the portfolio, ranked #10.

Disciplined Investors first reported a position in DFGP in Q4 2024 and has held it in 6 quarters since. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Disciplined Investors held 64,829 shares of Dimensional Global Core Plus Fixed Income ETF worth $3.5M as of Q1 2026.
  • Disciplined Investors bought 2,772 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $151K.
  • Dimensional Global Core Plus Fixed Income ETF made up 2.08% of Disciplined Investors's portfolio in Q1 2026, its #10 holding.
  • Disciplined Investors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on Disciplined Investors's 13F filing for Q1 2026, filed 12 May 2026.