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Investor's Fiduciary Advisor Network’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Investor's Fiduciary Advisor Network’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 		– Sell
-18,468
Closed -$998K – 276
2025
Q4 		$998K Buy
+18,468
New +$1.02M 0.21% 106

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
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return

Investor's Fiduciary Advisor Network's DFGP Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q1 2026, closing a stake of 18,468 shares — an estimated $998K sold.

Investor's Fiduciary Advisor Network first reported a position in DFGP in Q4 2025 and held it in 1 quarter. The position peaked at $998K in Q4 2025. 175 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Investor's Fiduciary Advisor Network reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Investor's Fiduciary Advisor Network sold 18,468 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $998K.
  • Investor's Fiduciary Advisor Network first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2025 and held it in 1 quarter.
  • Investor's Fiduciary Advisor Network's Dimensional Global Core Plus Fixed Income ETF position peaked at $998K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.