Farther Finance Advisors’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Farther Finance Advisors’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	$6.83M	Buy	126,277 +41,231	+48%	+$2.24M	0.06%	272
2025 Q4	$4.6M	Buy	85,046 +68,319	+408%	+$3.76M	0.05%	331
2025 Q3	$930K	Buy	16,727 +7,045	+73%	+$387K	0.01%	761
2025 Q2	$528K	Buy	9,682 +5,093	+111%	+$273K	0.01%	884
2025 Q1	$246K	Buy	4,589 +183	+4%	+$9.73K	0.01%	1145
2024 Q4	$233K	Buy	4,406 +3,016	+217%	+$163K	0.01%	916
2024 Q3	$76.6K	Buy	+1,390	New	+$75.3K	﹤0.01%	1433

Other funds holding DFGP

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $338M AUM 15.88% 1-Year Est. Return

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return