DAS
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Dynamic Advisor Solutions’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Dynamic Advisor Solutions’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 		$10.7M Sell
197,120
-2,429
-1% -$132K 0.3% 71
2026
Q1 		$10.8M Buy
199,549
+17,852
+10% +$971K 0.34% 68
2025
Q4 		$9.82M Buy
181,697
+174,338
+2,369% +$9.6M 0.32% 68
2025
Q3 		$409K Buy
7,359
+460
+7% +$25.2K 0.01% 687
2025
Q2 		$376K Buy
6,899
+1,409
+26% +$75.4K 0.01% 675
2025
Q1 		$293K Buy
+5,490
New +$292K 0.01% 712

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

Dynamic Advisor Solutions's DFGP Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 1.2% in Q2 2026, selling an estimated $132K and leaving 197,120 shares worth $10.7M. The position accounts for 0.3% of the portfolio, ranked #71.

Dynamic Advisor Solutions first reported a position in DFGP in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.8M in Q1 2026. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Dynamic Advisor Solutions held 197,120 shares of Dimensional Global Core Plus Fixed Income ETF worth $10.7M as of Q2 2026.
  • Dynamic Advisor Solutions sold 2,429 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $132K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.3% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #71 holding.
  • Dynamic Advisor Solutions first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Dynamic Advisor Solutions's Dimensional Global Core Plus Fixed Income ETF position peaked at $10.8M in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.