Osaic Holdings
DFGP icon

Osaic Holdings’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Osaic Holdings’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 		$3.84M Buy
71,209
+5,684
+9% +$309K 0.01% 1537
2025
Q4 		$3.54M Buy
65,525
+19,879
+44% +$1.09M 0.01% 1643
2025
Q3 		$2.53M Buy
45,646
+29,725
+187% +$1.63M ﹤0.01% 1976
2025
Q2 		$868K Buy
15,921
+5,930
+59% +$317K ﹤0.01% 2622
2025
Q1 		$534K Sell
9,991
-136
-1% -$7.23K ﹤0.01% 2803
2024
Q4 		$535K Buy
10,127
+8,073
+393% +$437K ﹤0.01% 2737
2024
Q3 		$113K Buy
2,054
+1,627
+381% +$88.2K ﹤0.01% 4133
2024
Q2 		$22.6K Buy
427
+136
+47% +$7.18K ﹤0.01% 5261
2024
Q1 		$15.5K Buy
+291
New +$15.4K ﹤0.01% 5505

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 $338M AUM 15.88% 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