GWM
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Grand Wealth Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Grand Wealth 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 		$10.7M Buy
196,912
+16,066
+9% +$874K 4.47% 6
2026
Q1 		$9.76M Buy
180,846
+24,152
+15% +$1.31M 4.6% 6
2025
Q4 		$8.47M Buy
156,694
+33,541
+27% +$1.85M 3.84% 6
2025
Q3 		$6.84M Buy
123,153
+9,239
+8% +$507K 3.3% 8
2025
Q2 		$6.21M Buy
113,914
+600
+0.5% +$32.1K 3.19% 8
2025
Q1 		$6.05M Buy
113,314
+44,365
+64% +$2.36M 3.33% 8
2024
Q4 		$3.64M Buy
68,949
+24,380
+55% +$1.32M 2.03% 11
2024
Q3 		$2.46M Buy
44,569
+15,780
+55% +$855K 1.39% 15
2024
Q2 		$1.52M Sell
28,789
-1,928
-6% -$102K 0.9% 17
2024
Q1 		$1.64M Buy
+30,717
New +$1.63M 0.78% 20

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

Grand Wealth Management's DFGP Position: Q2 2026 in Review

Grand Wealth Management increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 8.9% in Q2 2026, buying an estimated $874K and bringing the position to 196,912 shares worth $10.7M. The position accounts for 4.47% of the portfolio, ranked #6.

Grand Wealth 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.

  • Grand Wealth Management held 196,912 shares of Dimensional Global Core Plus Fixed Income ETF worth $10.7M as of Q2 2026.
  • Grand Wealth Management bought 16,066 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $874K.
  • Dimensional Global Core Plus Fixed Income ETF made up 4.47% of Grand Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Grand Wealth 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 Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.