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MASECO Private Wealth’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

MASECO Private Wealth’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 		$224M Buy
4,107,724
+257,087
+7% +$14M 6.29% 4
2026
Q1 		$208M Buy
3,850,637
+462,160
+14% +$25.1M 6.52% 4
2025
Q4 		$183M Buy
3,388,477
+262,209
+8% +$14.4M 7.98% 3
2025
Q3 		$174M Buy
3,126,268
+461,556
+17% +$25.3M 8.42% 3
2025
Q2 		$145M Buy
+2,664,712
New +$143M 5.52% 4

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

MASECO Private Wealth's DFGP Position: Q2 2026 in Review

MASECO Private Wealth increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 6.7% in Q2 2026, buying an estimated $14M and bringing the position to 4,107,724 shares worth $224M. The position accounts for 6.29% of the portfolio, ranked #4.

MASECO Private Wealth first reported a position in DFGP in Q2 2025 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • MASECO Private Wealth held 4,107,724 shares of Dimensional Global Core Plus Fixed Income ETF worth $224M as of Q2 2026.
  • MASECO Private Wealth bought 257,087 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $14M.
  • Dimensional Global Core Plus Fixed Income ETF made up 6.29% of MASECO Private Wealth's portfolio in Q2 2026, its #4 holding.
  • MASECO Private Wealth first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.