FFM
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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
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% +$9.53M 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

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
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Forum Financial Management's DFGP Position: Q2 2026 in Review

Forum Financial Management increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 4.1% in Q2 2026, buying an estimated $14.5M and bringing the position to 6,807,681 shares worth $371M. The position accounts for 4.76% of the portfolio, ranked #7.

Forum Financial Management first reported a position in DFGP in Q1 2024 and has held it in 10 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Forum Financial Management held 6,807,681 shares of Dimensional Global Core Plus Fixed Income ETF worth $371M as of Q2 2026.
  • Forum Financial Management bought 267,318 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $14.5M.
  • Dimensional Global Core Plus Fixed Income ETF made up 4.76% of Forum Financial Management's portfolio in Q2 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 10 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.