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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
Q3 		$10.6M Buy
204,288
+7,168
+4% +$382K 0.3% 74
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

OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Dynamic Advisor Solutions's DFGP Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 3.6% in Q3 2026, buying an estimated $382K and bringing the position to 204,288 shares worth $10.6M. The position accounts for 0.3% of the portfolio, ranked #74.

Dynamic Advisor Solutions first reported a position in DFGP in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.8M in Q1 2026. 19 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

  • Dynamic Advisor Solutions held 204,288 shares of Dimensional Global Core Plus Fixed Income ETF worth $10.6M as of Q3 2026.
  • Dynamic Advisor Solutions bought 7,168 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2026, an estimated $382K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.3% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #74 holding.
  • Dynamic Advisor Solutions first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2025 and has held it in 7 quarters since.
  • Dynamic Advisor Solutions's Dimensional Global Core Plus Fixed Income ETF position peaked at $10.8M in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.