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Equita Financial Network’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Equita Financial Network’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
-18,306
Closed -$990K – 90
2025
Q4 		$990K Buy
18,306
+5,982
+49% +$329K 0.3% 44
2025
Q3 		$685K Buy
12,324
+7,496
+155% +$411K 0.23% 50
2025
Q2 		$263K Buy
+4,828
New +$258K 0.1% 72

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

Equita Financial Network's DFGP Position: Q1 2026 in Review

Equita Financial Network sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q1 2026, closing a stake of 18,306 shares — an estimated $990K sold.

Equita Financial Network first reported a position in DFGP in Q2 2025 and held it in 3 quarters. The position peaked at $990K in Q4 2025. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Equita Financial Network reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Equita Financial Network sold 18,306 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $990K.
  • Equita Financial Network first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2025 and held it in 3 quarters.
  • Equita Financial Network's Dimensional Global Core Plus Fixed Income ETF position peaked at $990K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.