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Integrated Wealth Concepts’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Integrated Wealth Concepts’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 		$30.2M Buy
554,217
+266,543
+93% +$14.5M 0.15% 135
2026
Q1 		$15.5M Buy
287,674
+6,754
+2% +$368K 0.12% 164
2025
Q4 		$15.2M Buy
280,920
+10,638
+4% +$586K 0.18% 115
2025
Q3 		$15M Buy
+270,282
New +$14.8M 0.13% 144

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

Integrated Wealth Concepts's DFGP Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 93% in Q2 2026, buying an estimated $14.5M and bringing the position to 554,217 shares worth $30.2M. The position accounts for 0.15% of the portfolio, ranked #135.

Integrated Wealth Concepts first reported a position in DFGP in Q3 2025 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Integrated Wealth Concepts held 554,217 shares of Dimensional Global Core Plus Fixed Income ETF worth $30.2M as of Q2 2026.
  • Integrated Wealth Concepts bought 266,543 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $14.5M.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.15% of Integrated Wealth Concepts's portfolio in Q2 2026, its #135 holding.
  • Integrated Wealth Concepts first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.