Diversify Advisory Services’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$952K Buy
18,100
+2,671
+17% +$142K 0.01% 669
2026
Q2
$824K Buy
+15,429
New +$840K 0.01% 703
2026
Q1
– Sell
-12,899
Closed -$701K – 371
2025
Q4
$701K Buy
+12,899
New +$710K 0.02% 494

Other funds holding DFGP

Diversify Advisory Services's DFGP Position: Q3 2026 in Review

Diversify Advisory Services increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 17% in Q3 2026, buying an estimated $142K and bringing the position to 18,100 shares worth $952K. The position accounts for 0.01% of the portfolio, ranked #669.

Diversify Advisory Services first reported a position in DFGP in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

  • Diversify Advisory Services held 18,100 shares of Dimensional Global Core Plus Fixed Income ETF worth $952K as of Q3 2026.
  • Diversify Advisory Services bought 2,671 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2026, an estimated $142K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #669 holding.
  • Diversify Advisory Services first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.