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MilWealth Group’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

MilWealth 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 		$30.3M Buy
556,533
+44,184
+9% +$2.4M 6.46% 8
2026
Q1 		$27.7M Buy
512,349
+14,592
+3% +$794K 6.58% 8
2025
Q4 		$26.9M Buy
497,757
+19,123
+4% +$1.05M 6.41% 8
2025
Q3 		$26.6M Buy
478,634
+13,171
+3% +$723K 6.48% 8
2025
Q2 		$25.4M Sell
465,463
-972
-0.2% -$52K 6.53% 8
2025
Q1 		$24.9M Buy
466,435
+10,559
+2% +$561K 6.86% 8
2024
Q4 		$24.1M Buy
455,876
+19,545
+4% +$1.06M 6.57% 8
2024
Q3 		$24M Buy
436,331
+14,571
+3% +$790K 7.05% 7
2024
Q2 		$22.3M Buy
421,760
+10,849
+3% +$573K 7.04% 7
2024
Q1 		$21.9M Buy
410,911
+10,019
+2% +$531K 6.99% 7
2023
Q4 		$21.4M Buy
+400,892
New +$20.8M 7.07% 7

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

MilWealth Group's DFGP Position: Q2 2026 in Review

MilWealth Group increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 8.6% in Q2 2026, buying an estimated $2.4M and bringing the position to 556,533 shares worth $30.3M. The position accounts for 6.46% of the portfolio, ranked #8.

MilWealth Group first reported a position in DFGP in Q4 2023 and has held it in 11 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • MilWealth Group held 556,533 shares of Dimensional Global Core Plus Fixed Income ETF worth $30.3M as of Q2 2026.
  • MilWealth Group bought 44,184 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $2.4M.
  • Dimensional Global Core Plus Fixed Income ETF made up 6.46% of MilWealth Group's portfolio in Q2 2026, its #8 holding.
  • MilWealth Group first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.