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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

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

Gradient Capital Advisors's DFGP Position: Q2 2026 in Review

Gradient Capital Advisors increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 8.2% in Q2 2026, buying an estimated $970K and bringing the position to 234,833 shares worth $12.8M. The position accounts for 2.96% of the portfolio, ranked #5.

Gradient Capital Advisors first reported a position in DFGP in Q4 2024 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Gradient Capital Advisors held 234,833 shares of Dimensional Global Core Plus Fixed Income ETF worth $12.8M as of Q2 2026.
  • Gradient Capital Advisors bought 17,831 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $970K.
  • Dimensional Global Core Plus Fixed Income ETF made up 2.96% of Gradient Capital Advisors's portfolio in Q2 2026, its #5 holding.
  • Gradient Capital Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.