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Orion Portfolio Solutions’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$270K Buy
5,059
+416
+9% +$22.1K ﹤0.01% 1671
2024
Q4 		$245K Buy
4,643
+995
+27% +$53.8K ﹤0.01% 1658
2024
Q3 		$201K Sell
3,648
-3,409
-48% -$185K ﹤0.01% 1713
2024
Q2 		$373K Buy
+7,057
New +$373K ﹤0.01% 1382

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
JC
Jentner Corp Akron, Ohio $373M AUM 10.69% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
MilWealth Group Milwaukee, Wisconsin $420M AUM 12.37% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Orion Portfolio Solutions's DFGP Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 9% in Q1 2025, buying an estimated $22.1K and bringing the position to 5,059 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

Orion Portfolio Solutions first reported a position in DFGP in Q2 2024 and has held it in 4 quarters since. The position peaked at $373K in Q2 2024. 115 funds tracked by Wall St. Rank hold DFGP as of Q1 2025.

  • Orion Portfolio Solutions held 5,059 shares of Dimensional Global Core Plus Fixed Income ETF worth $270K as of Q1 2025.
  • Orion Portfolio Solutions bought 416 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2025, an estimated $22.1K.
  • Dimensional Global Core Plus Fixed Income ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1671 holding.
  • Orion Portfolio Solutions first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2024 and has held it in 4 quarters since.
  • Orion Portfolio Solutions's Dimensional Global Core Plus Fixed Income ETF position peaked at $373K in Q2 2024.
  • 115 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.