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Great Valley Advisor Group’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Great Valley Advisor Group’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
Q1 		$1.6M Buy
29,620
+7,061
+31% +$384K 0.03% 427
2025
Q4 		$1.22M Sell
22,559
-6,192
-22% -$341K 0.02% 442
2025
Q3 		$1.6M Buy
28,751
+5,595
+24% +$307K 0.03% 385
2025
Q2 		$1.26M Buy
23,156
+9,996
+76% +$535K 0.03% 416
2025
Q1 		$703K Buy
13,160
+8,702
+195% +$463K 0.02% 512
2024
Q4 		$235K Buy
+4,458
New +$241K 0.01% 763

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return

Great Valley Advisor Group's DFGP Position: Q1 2026 in Review

Great Valley Advisor Group increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 31% in Q1 2026, buying an estimated $384K and bringing the position to 29,620 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #427.

Great Valley Advisor Group first reported a position in DFGP in Q4 2024 and has held it in 6 quarters since. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Great Valley Advisor Group held 29,620 shares of Dimensional Global Core Plus Fixed Income ETF worth $1.6M as of Q1 2026.
  • Great Valley Advisor Group bought 7,061 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $384K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q1 2026, its #427 holding.
  • Great Valley Advisor Group first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.