Moneta Group Investment Advisors
DFGP icon

Moneta Group Investment Advisors’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Moneta Group Investment Advisors’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 		$17.6M Buy
322,380
+24,054
+8% +$1.31M 0.13% 88
2026
Q1 		$16.1M Buy
298,326
+49,609
+20% +$2.7M 0.12% 85
2025
Q4 		$13.4M Buy
248,717
+22,839
+10% +$1.26M 0.1% 97
2025
Q3 		$12.6M Buy
+225,878
New +$12.4M 0.1% 96

Other funds holding DFGP

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MASECO Private Wealth
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
Beacon Pointe Advisors
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
Vestmark Advisory Solutions
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Moneta Group Investment Advisors's DFGP Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 8.1% in Q2 2026, buying an estimated $1.31M and bringing the position to 322,380 shares worth $17.6M. The position accounts for 0.13% of the portfolio, ranked #88.

Moneta Group Investment Advisors first reported a position in DFGP in Q3 2025 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Moneta Group Investment Advisors held 322,380 shares of Dimensional Global Core Plus Fixed Income ETF worth $17.6M as of Q2 2026.
  • Moneta Group Investment Advisors bought 24,054 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $1.31M.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.13% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #88 holding.
  • Moneta Group Investment Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.