LPL Financial
DFGP icon

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

LPL Financial’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 		$7.98M Buy
146,512
+58,304
+66% +$3.17M ﹤0.01% 2356
2026
Q1 		$4.76M Buy
88,208
+12,275
+16% +$668K ﹤0.01% 2659
2025
Q4 		$4.11M Buy
75,933
+30,544
+67% +$1.68M ﹤0.01% 2716
2025
Q3 		$2.52M Buy
45,389
+14,096
+45% +$773K ﹤0.01% 3103
2025
Q2 		$1.71M Buy
31,293
+15,772
+102% +$844K ﹤0.01% 3274
2025
Q1 		$829K Buy
15,521
+8,185
+112% +$435K ﹤0.01% 3722
2024
Q4 		$388K Buy
7,336
+649
+10% +$35.1K ﹤0.01% 4316
2024
Q3 		$368K Buy
+6,687
New +$362K ﹤0.01% 4266

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

LPL Financial's DFGP Position: Q2 2026 in Review

LPL Financial increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 66% in Q2 2026, buying an estimated $3.17M and bringing the position to 146,512 shares worth $7.98M. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

LPL Financial first reported a position in DFGP in Q3 2024 and has held it in 8 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • LPL Financial held 146,512 shares of Dimensional Global Core Plus Fixed Income ETF worth $7.98M as of Q2 2026.
  • LPL Financial bought 58,304 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $3.17M.
  • Dimensional Global Core Plus Fixed Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2356 holding.
  • LPL Financial first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.