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
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

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

Diversify Advisory Services's DFGP Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q2 2026: 15,429 shares worth $824K. The stake represents 0.01% of the portfolio and ranks #703 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in DFGP as recently as Q4 2025.

Diversify Advisory Services first reported a position in DFGP in Q4 2025 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Diversify Advisory Services held 15,429 shares of Dimensional Global Core Plus Fixed Income ETF worth $824K as of Q2 2026.
  • Dimensional Global Core Plus Fixed Income ETF was a new Diversify Advisory Services position in Q2 2026.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #703 holding.
  • Diversify Advisory Services first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.