Kings Path Partners
DFGP icon

Kings Path Partners’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Kings Path Partners’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 		$9.7M Buy
186,925
+34,216
+22% +$1.82M 2.55% 13
2026
Q2 		$8.32M Buy
152,709
+9,566
+7% +$521K 2.21% 14
2026
Q1 		$7.73M Buy
143,143
+4,231
+3% +$230K 2.66% 13
2025
Q4 		$7.51M Buy
138,912
+26,942
+24% +$1.48M 2.63% 13
2025
Q3 		$6.22M Buy
111,970
+14,894
+15% +$817K 2.29% 13
2025
Q2 		$5.29M Buy
97,076
+51,780
+114% +$2.77M 2.13% 13
2025
Q1 		$2.42M Buy
+45,296
New +$2.41M 1.18% 19

Other funds holding DFGP

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Penobscot Wealth Management
Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Midwest Heritage Bank
Midwest Heritage Bank West Des Moines, Iowa $342M AUM 9.98% 1-Year Est. Return
Outbound Financial Inc
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Kings Path Partners's DFGP Position: Q3 2026 in Review

Kings Path Partners increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 22% in Q3 2026, buying an estimated $1.82M and bringing the position to 186,925 shares worth $9.7M. The position accounts for 2.55% of the portfolio, ranked #13.

Kings Path Partners first reported a position in DFGP in Q1 2025 and has held it in 7 quarters since. 62 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

  • Kings Path Partners held 186,925 shares of Dimensional Global Core Plus Fixed Income ETF worth $9.7M as of Q3 2026.
  • Kings Path Partners bought 34,216 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2026, an estimated $1.82M.
  • Dimensional Global Core Plus Fixed Income ETF made up 2.55% of Kings Path Partners's portfolio in Q3 2026, its #13 holding.
  • Kings Path Partners first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2025 and has held it in 7 quarters since.
  • 62 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.