DAS
DFGP icon

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

Diversify Advisory Services’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 		– Sell
-12,899
Closed -$701K – 371
2025
Q4 		$701K Buy
+12,899
New +$710K 0.02% 494

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

Diversify Advisory Services's DFGP Position: Q1 2026 in Review

Diversify Advisory Services sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q1 2026, closing a stake of 12,899 shares — an estimated $701K sold.

Diversify Advisory Services first reported a position in DFGP in Q4 2025 and held it in 1 quarter. The position peaked at $701K in Q4 2025. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Diversify Advisory Services reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 12,899 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $701K.
  • Diversify Advisory Services first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2025 and held it in 1 quarter.
  • Diversify Advisory Services's Dimensional Global Core Plus Fixed Income ETF position peaked at $701K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.