Morgan Stanley
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Morgan Stanley’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Morgan Stanley’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
2025
Q4 		– Sell
-76
Closed -$4.22K – 8263
2025
Q3 		$4.22K Buy
+76
New +$4.17K ﹤0.01% 7134
2024
Q4 		– Sell
-33
Closed -$1.82K – 7993
2024
Q3 		$1.82K Buy
33
+7
+27% +$379 ﹤0.01% 7148
2024
Q2 		$1.38K Buy
+26
New +$1.37K ﹤0.01% 7118

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
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return

Morgan Stanley's DFGP Position: Q4 2025 in Review

Morgan Stanley sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q4 2025, closing a stake of 76 shares — an estimated $4.22K sold.

Morgan Stanley first reported a position in DFGP in Q2 2024 and held it in 3 quarters. The position peaked at $4.22K in Q3 2025. 164 funds tracked by Wall St. Rank hold DFGP as of Q4 2025.

  • Morgan Stanley reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Morgan Stanley sold 76 Dimensional Global Core Plus Fixed Income ETF shares in Q4 2025, an estimated $4.22K.
  • Morgan Stanley first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2024 and held it in 3 quarters.
  • Morgan Stanley's Dimensional Global Core Plus Fixed Income ETF position peaked at $4.22K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q4 2025.

Based on Morgan Stanley's 13F filing for Q4 2025, filed 13 Feb 2026.