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

OneDigital 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 Q1	$7.09M	Buy	131,264 +13,256	+11%	+$721K	0.07%	217
2025 Q4	$6.38M	Buy	118,008 +54,607	+86%	+$3.01M	0.06%	232
2025 Q3	$3.52M	Buy	63,401 +1,008	+2%	+$55.3K	0.04%	305
2025 Q2	$3.4M	Sell	62,393 -3,046	-5%	-$163K	0.04%	303
2025 Q1	$3.5M	Sell	65,439 -276	-0.4%	-$14.7K	0.04%	291
2024 Q4	$3.47M	Sell	65,715 -5,649	-8%	-$306K	0.04%	305
2024 Q3	$3.93M	Buy	71,364 +1,683	+2%	+$91.2K	0.04%	289
2024 Q2	$3.69M	Buy	69,681 +33,911	+95%	+$1.79M	0.05%	282
2024 Q1	$1.91M	Buy	+35,770	New	+$1.89M	0.03%	347

Other funds holding DFGP

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $338M AUM 15.88% 1-Year Est. Return

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return