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
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 $7.07B AUM 18.05% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return

Master's Wealth Management's DFGP Position: Q1 2026 in Review

Master's Wealth Management reduced its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 14% in Q1 2026, selling an estimated $473K and leaving 55,308 shares worth $2.99M. The position accounts for 1.01% of the portfolio, ranked #13.

Master's Wealth Management first reported a position in DFGP in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.6M in Q3 2025. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Master's Wealth Management held 55,308 shares of Dimensional Global Core Plus Fixed Income ETF worth $2.99M as of Q1 2026.
  • Master's Wealth Management sold 8,685 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $473K.
  • Dimensional Global Core Plus Fixed Income ETF made up 1.01% of Master's Wealth Management's portfolio in Q1 2026, its #13 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 6 quarters since.
  • Master's Wealth Management's Dimensional Global Core Plus Fixed Income ETF position peaked at $17.6M in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on Master's Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.