EFG
DFGP icon

Everest Financial Group’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Everest Financial Group’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 		$252K Buy
4,619
+194
+4% +$10.6K 0.03% 187
2026
Q1 		$239K Buy
+4,425
New +$241K 0.04% 185

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

Everest Financial Group's DFGP Position: Q2 2026 in Review

Everest Financial Group increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 4.4% in Q2 2026, buying an estimated $10.6K and bringing the position to 4,619 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #187.

Everest Financial Group first reported a position in DFGP in Q1 2026 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Everest Financial Group held 4,619 shares of Dimensional Global Core Plus Fixed Income ETF worth $252K as of Q2 2026.
  • Everest Financial Group bought 194 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $10.6K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.03% of Everest Financial Group's portfolio in Q2 2026, its #187 holding.
  • Everest Financial Group first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2026 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 Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.