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Meredith Wealth Planning’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Meredith Wealth Planning’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 		$12.4M Buy
228,393
+30,534
+15% +$1.66M 2.94% 11
2026
Q1 		$10.7M Buy
197,859
+65,820
+50% +$3.58M 2.89% 10
2025
Q4 		$7.14M Buy
132,039
+39,238
+42% +$2.16M 2.13% 12
2025
Q3 		$5.16M Buy
92,801
+21,331
+30% +$1.17M 1.63% 12
2025
Q2 		$3.89M Buy
71,470
+7,222
+11% +$387K 1.41% 12
2025
Q1 		$3.43M Buy
64,248
+259
+0.4% +$13.8K 1.51% 12
2024
Q4 		$3.38M Buy
63,989
+12,959
+25% +$701K 1.51% 12
2024
Q3 		$2.81M Buy
51,030
+18,377
+56% +$996K 1.34% 12
2024
Q2 		$1.73M Buy
32,653
+28,596
+705% +$1.51M 0.91% 18
2024
Q1 		$217K Buy
+4,057
New +$215K 0.12% 41

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
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
WAN
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

Meredith Wealth Planning's DFGP Position: Q2 2026 in Review

Meredith Wealth Planning increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 15% in Q2 2026, buying an estimated $1.66M and bringing the position to 228,393 shares worth $12.4M. The position accounts for 2.94% of the portfolio, ranked #11.

Meredith Wealth Planning first reported a position in DFGP in Q1 2024 and has held it in 10 quarters since. 89 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Meredith Wealth Planning held 228,393 shares of Dimensional Global Core Plus Fixed Income ETF worth $12.4M as of Q2 2026.
  • Meredith Wealth Planning bought 30,534 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $1.66M.
  • Dimensional Global Core Plus Fixed Income ETF made up 2.94% of Meredith Wealth Planning's portfolio in Q2 2026, its #11 holding.
  • Meredith Wealth Planning first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 89 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.