Gradient Capital Advisors’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Gradient Capital 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 Q2	$12.8M	Buy	234,833 +17,831	+8%	+$970K	2.96%	5
2026 Q1	$11.7M	Buy	217,002 +52,666	+32%	+$2.87M	3.04%	5
2025 Q4	$8.89M	Buy	164,336 +79,779	+94%	+$4.39M	2.29%	8
2025 Q3	$4.7M	Buy	84,557 +71,733	+559%	+$3.94M	1.26%	25
2025 Q2	$699K	Buy	12,824 +7,682	+149%	+$411K	0.21%	81
2025 Q1	$275K	Hold	5,142	–	–	0.09%	132
2024 Q4	$272K	Buy	+5,142	New	+$278K	0.09%	130

Other funds holding DFGP

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Marrick Wealth Irvine, California $141M AUM

55 North Private Wealth Winter Park, Florida $508M AUM