Forum Financial Management
DFGP icon

Forum Financial Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Forum Financial Management’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 		$370M Buy
7,124,221
+316,540
+5% +$16.9M 4.81% 7
2026
Q2 		$371M Buy
6,807,681
+267,318
+4% +$14.5M 4.76% 7
2026
Q1 		$353M Buy
6,540,363
+279,412
+4% +$15.2M 5% 7
2025
Q4 		$339M Buy
6,260,951
+219,499
+4% +$12.1M 4.4% 7
2025
Q3 		$336M Buy
6,041,452
+139,155
+2% +$7.63M 4.59% 7
2025
Q2 		$322M Buy
5,902,297
+286,077
+5% +$15.3M 4.89% 7
2025
Q1 		$300M Buy
5,616,220
+179,321
+3% +$9.5M 4.97% 7
2024
Q4 		$287M Buy
5,436,899
+135,136
+3% +$7.31M 4.76% 7
2024
Q3 		$292M Buy
5,301,763
+194,495
+4% +$10.5M 4.86% 7
2024
Q2 		$270M Buy
5,107,268
+121,965
+2% +$6.44M 4.89% 7
2024
Q1 		$266M Buy
+4,985,303
New +$264M 4.55% 7

Other funds holding DFGP

Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Penobscot Wealth Management
Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Outbound Financial Inc
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Gradient Capital Advisors
Gradient Capital Advisors San Diego, California $433M AUM 18.32% 1-Year Est. Return

Forum Financial Management's DFGP Position: Q3 2026 in Review

Forum Financial Management increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 4.6% in Q3 2026, buying an estimated $16.9M and bringing the position to 7,124,221 shares worth $370M. The position accounts for 4.81% of the portfolio, ranked #7.

Forum Financial Management first reported a position in DFGP in Q1 2024 and has held it in 11 quarters since. The position peaked at $371M in Q2 2026. 58 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

  • Forum Financial Management held 7,124,221 shares of Dimensional Global Core Plus Fixed Income ETF worth $370M as of Q3 2026.
  • Forum Financial Management bought 316,540 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2026, an estimated $16.9M.
  • Dimensional Global Core Plus Fixed Income ETF made up 4.81% of Forum Financial Management's portfolio in Q3 2026, its #7 holding.
  • Forum Financial Management first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2024 and has held it in 11 quarters since.
  • Forum Financial Management's Dimensional Global Core Plus Fixed Income ETF position peaked at $371M in Q2 2026.
  • 58 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

Based on Forum Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.