MSWM
DFGP icon

Master's Wealth Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Master's Wealth Management’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 		$2.2M Sell
40,334
-14,974
-27% -$815K 0.66% 14
2026
Q1 		$2.99M Sell
55,308
-8,685
-14% -$473K 1.01% 13
2025
Q4 		$3.46M Sell
63,993
-252,353
-80% -$13.9M 1.24% 10
2025
Q3 		$17.6M Buy
316,346
+9,206
+3% +$505K 7.63% 5
2025
Q2 		$16.7M Buy
307,140
+14,735
+5% +$789K 7.81% 5
2025
Q1 		$15.6M Buy
292,405
+17,311
+6% +$920K 8.2% 4
2024
Q4 		$14.5M Buy
+275,094
New +$14.9M 7.76% 5

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

Master's Wealth Management's DFGP Position: Q2 2026 in Review

Master's Wealth Management reduced its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 27% in Q2 2026, selling an estimated $815K and leaving 40,334 shares worth $2.2M. The position accounts for 0.66% of the portfolio, ranked #14.

Master's Wealth Management first reported a position in DFGP in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.6M in Q3 2025. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Master's Wealth Management held 40,334 shares of Dimensional Global Core Plus Fixed Income ETF worth $2.2M as of Q2 2026.
  • Master's Wealth Management sold 14,974 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $815K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.66% of Master's Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Master's Wealth Management first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Master's Wealth Management's Dimensional Global Core Plus Fixed Income ETF position peaked at $17.6M in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Master's Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.