LPL Financial

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 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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $338M AUM 15.88% 1-Year Est. Return

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return