OIA
DFGP icon

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
Q2 		$8.59M Buy
157,662
+26,398
+20% +$1.44M 0.07% 215
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

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

OneDigital Investment Advisors's DFGP Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 20% in Q2 2026, buying an estimated $1.44M and bringing the position to 157,662 shares worth $8.59M. The position accounts for 0.07% of the portfolio, ranked #215.

OneDigital Investment Advisors first reported a position in DFGP in Q1 2024 and has held it in 10 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • OneDigital Investment Advisors held 157,662 shares of Dimensional Global Core Plus Fixed Income ETF worth $8.59M as of Q2 2026.
  • OneDigital Investment Advisors bought 26,398 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $1.44M.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.07% of OneDigital Investment Advisors's portfolio in Q2 2026, its #215 holding.
  • OneDigital Investment Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.