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NWAM LLC’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

NWAM LLC’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 		$2.19M Buy
40,634
+7,842
+24% +$427K 0.13% 165
2025
Q4 		$1.78M Buy
32,792
+1,158
+4% +$63.7K 0.1% 193
2025
Q3 		$1.78M Buy
31,634
+3,462
+12% +$190K 0.1% 202
2025
Q2 		$1.53M Buy
28,172
+12,717
+82% +$681K 0.09% 207
2025
Q1 		$826K Buy
15,455
+8,502
+122% +$452K 0.07% 237
2024
Q4 		$367K Buy
6,953
+931
+15% +$50.4K 0.02% 442
2024
Q3 		$332K Buy
+6,022
New +$326K 0.02% 469
2024
Q2 		– Sell
-3,889
Closed -$206K – 235
2024
Q1 		$206K Buy
+3,889
New +$206K 0.02% 528

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

NWAM LLC's DFGP Position: Q1 2026 in Review

NWAM LLC increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 24% in Q1 2026, buying an estimated $427K and bringing the position to 40,634 shares worth $2.19M. The position accounts for 0.13% of the portfolio, ranked #165.

NWAM LLC first reported a position in DFGP in Q1 2024 and has held it in 8 quarters since. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • NWAM LLC held 40,634 shares of Dimensional Global Core Plus Fixed Income ETF worth $2.19M as of Q1 2026.
  • NWAM LLC bought 7,842 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $427K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.13% of NWAM LLC's portfolio in Q1 2026, its #165 holding.
  • NWAM LLC first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2024 and has held it in 8 quarters since.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.