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DFGP icon

NewEdge Advisors’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

NewEdge 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
Q1 		$3.38M Sell
62,539
-1,420
-2% -$77.3K 0.01% 851
2025
Q4 		$3.46M Sell
63,959
-14,571
-19% -$802K 0.01% 810
2025
Q3 		$4.36M Sell
78,530
-37,565
-32% -$2.06M 0.02% 685
2025
Q2 		$6.33M Sell
116,095
-16,093
-12% -$861K 0.03% 497
2025
Q1 		$7.06M Sell
132,188
-144,279
-52% -$7.67M 0.04% 407
2024
Q4 		$14.6M Sell
276,467
-1,468
-0.5% -$79.4K 0.09% 224
2024
Q3 		$15.3M Buy
277,935
+191,031
+220% +$10.4M 0.1% 209
2024
Q2 		$4.6M Buy
86,904
+34,697
+66% +$1.83M 0.03% 473
2024
Q1 		$2.79M Buy
52,207
+22,814
+78% +$1.21M 0.02% 576
2023
Q4 		$1.55M Buy
+29,393
New +$1.53M 0.01% 757

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return

NewEdge Advisors's DFGP Position: Q1 2026 in Review

NewEdge Advisors reduced its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 2.2% in Q1 2026, selling an estimated $77.3K and leaving 62,539 shares worth $3.38M. The position accounts for 0.01% of the portfolio, ranked #851.

NewEdge Advisors first reported a position in DFGP in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.3M in Q3 2024. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • NewEdge Advisors held 62,539 shares of Dimensional Global Core Plus Fixed Income ETF worth $3.38M as of Q1 2026.
  • NewEdge Advisors sold 1,420 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $77.3K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #851 holding.
  • NewEdge Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
  • NewEdge Advisors's Dimensional Global Core Plus Fixed Income ETF position peaked at $15.3M in Q3 2024.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.