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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
Q2 		$3.36M Sell
61,709
-830
-1% -$45.2K 0.01% 949
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 $7.79B 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

NewEdge Advisors's DFGP Position: Q2 2026 in Review

NewEdge Advisors reduced its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 1.3% in Q2 2026, selling an estimated $45.2K and leaving 61,709 shares worth $3.36M. The position accounts for 0.01% of the portfolio, ranked #949.

NewEdge Advisors first reported a position in DFGP in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.3M in Q3 2024. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • NewEdge Advisors held 61,709 shares of Dimensional Global Core Plus Fixed Income ETF worth $3.36M as of Q2 2026.
  • NewEdge Advisors sold 830 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $45.2K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #949 holding.
  • NewEdge Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • NewEdge Advisors's Dimensional Global Core Plus Fixed Income ETF position peaked at $15.3M in Q3 2024.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.