MFG
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Merit Financial Group’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Merit Financial Group’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 		$1.7M Sell
31,304
-21,009
-40% -$1.14M 0.01% 824
2026
Q1 		$2.82M Sell
52,313
-11,591
-18% -$631K 0.02% 552
2025
Q4 		$3.46M Sell
63,904
-89,997
-58% -$4.95M 0.03% 460
2025
Q3 		$8.55M Buy
153,901
+41,942
+37% +$2.3M 0.08% 191
2025
Q2 		$6.1M Sell
111,959
-2,001
-2% -$107K 0.07% 224
2025
Q1 		$6.09M Buy
113,960
+105,933
+1,320% +$5.63M 0.09% 181
2024
Q4 		$424K Buy
+8,027
New +$434K 0.01% 777

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

Merit Financial Group's DFGP Position: Q2 2026 in Review

Merit Financial Group reduced its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 40% in Q2 2026, selling an estimated $1.14M and leaving 31,304 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #824.

Merit Financial Group first reported a position in DFGP in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.55M in Q3 2025. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Merit Financial Group held 31,304 shares of Dimensional Global Core Plus Fixed Income ETF worth $1.7M as of Q2 2026.
  • Merit Financial Group sold 21,009 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $1.14M.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #824 holding.
  • Merit Financial Group first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Merit Financial Group's Dimensional Global Core Plus Fixed Income ETF position peaked at $8.55M in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.