JFS Wealth Advisors
DFGP icon

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
Q3 		– Sell
-193
Closed -$10.5K – 2216
2026
Q2 		$10.5K Buy
+193
New +$10.5K ﹤0.01% 989

Other funds holding DFGP

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Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Integrity Advisory Solutions
Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return
Penobscot Wealth Management
Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Wealth Advisors Northwest
Wealth Advisors Northwest Portland, Oregon $299M AUM 12.51% 1-Year Est. Return

JFS Wealth Advisors's DFGP Position: Q3 2026 in Review

JFS Wealth Advisors sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q3 2026, closing a stake of 193 shares — an estimated $10.5K sold.

JFS Wealth Advisors first reported a position in DFGP in Q2 2026 and held it in 1 quarter. The position peaked at $10.5K in Q2 2026. 125 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

  • JFS Wealth Advisors reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q3 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 193 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2026, an estimated $10.5K.
  • JFS Wealth Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2026 and held it in 1 quarter.
  • JFS Wealth Advisors's Dimensional Global Core Plus Fixed Income ETF position peaked at $10.5K in Q2 2026.
  • 125 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.