JFS Wealth Advisors’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

JFS Wealth 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	$10.5K	Buy	+193	New	+$10.5K	﹤0.01%	989

Other funds holding DFGP

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

JFS Wealth Advisors's DFGP Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q2 2026: 193 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #989 among its holdings.

84 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

JFS Wealth Advisors held 193 shares of Dimensional Global Core Plus Fixed Income ETF worth $10.5K as of Q2 2026.
Dimensional Global Core Plus Fixed Income ETF was a new JFS Wealth Advisors position in Q2 2026.
Dimensional Global Core Plus Fixed Income ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #989 holding.
84 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.