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

GeoWealth 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 		$11.6M Buy
213,656
+6,843
+3% +$372K 0.37% 42
2026
Q1 		$11.2M Buy
206,813
+27,133
+15% +$1.48M 0.4% 37
2025
Q4 		$9.72M Buy
179,680
+6,881
+4% +$379K 0.36% 38
2025
Q3 		$9.6M Buy
172,799
+15,411
+10% +$846K 0.35% 40
2025
Q2 		$8.58M Buy
157,388
+119,064
+311% +$6.37M 0.33% 38
2025
Q1 		$2.05M Buy
38,324
+7,651
+25% +$407K 0.08% 143
2024
Q4 		$1.62M Buy
30,673
+16,227
+112% +$878K 0.05% 205
2024
Q3 		$796K Buy
14,446
+7,301
+102% +$396K 0.03% 360
2024
Q2 		$378K Buy
7,145
+5,616
+367% +$296K 0.02% 509
2024
Q1 		$81.6K Buy
+1,529
New +$81K ﹤0.01% 785

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

GeoWealth Management's DFGP Position: Q2 2026 in Review

GeoWealth Management increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 3.3% in Q2 2026, buying an estimated $372K and bringing the position to 213,656 shares worth $11.6M. The position accounts for 0.37% of the portfolio, ranked #42.

GeoWealth 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.

  • GeoWealth Management held 213,656 shares of Dimensional Global Core Plus Fixed Income ETF worth $11.6M as of Q2 2026.
  • GeoWealth Management bought 6,843 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $372K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.37% of GeoWealth Management's portfolio in Q2 2026, its #42 holding.
  • GeoWealth 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 GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.