Jones Financial Companies
DFGP icon

Jones Financial Companies’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Jones Financial Companies’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 		$26.4M Buy
+482,694
New +$26.3M 0.01% 591
2025
Q3 		– Sell
-1,966
Closed -$107K – 4258
2025
Q2 		$107K Buy
+1,966
New +$105K ﹤0.01% 1912

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

Jones Financial Companies's DFGP Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q2 2026: 482,694 shares worth $26.4M. The stake represents 0.01% of the portfolio and ranks #591 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in DFGP as recently as Q2 2025.

Jones Financial Companies first reported a position in DFGP in Q2 2025 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Jones Financial Companies held 482,694 shares of Dimensional Global Core Plus Fixed Income ETF worth $26.4M as of Q2 2026.
  • Dimensional Global Core Plus Fixed Income ETF was a new Jones Financial Companies position in Q2 2026.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #591 holding.
  • Jones Financial Companies first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2025 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.