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O'Shaughnessy Asset Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

O'Shaughnessy Asset Management’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 		$13.2K Buy
243
+1
+0.4% +$54 ﹤0.01% 2418
2026
Q1 		$13.1K Sell
242
-1,608
-87% -$87.5K ﹤0.01% 2386
2025
Q4 		$100K Sell
1,850
-126
-6% -$6.94K ﹤0.01% 2127
2025
Q3 		$110K Buy
1,976
+86
+5% +$4.72K ﹤0.01% 2075
2025
Q2 		$103K Hold
1,890
– – ﹤0.01% 1948
2025
Q1 		$101K Buy
1,890
+1,843
+3,921% +$98K ﹤0.01% 1893
2024
Q4 		$2.48K Buy
+47
New +$2.54K ﹤0.01% 2131

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

O'Shaughnessy Asset Management's DFGP Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 0.41% in Q2 2026, buying an estimated $54 and bringing the position to 243 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

O'Shaughnessy Asset Management first reported a position in DFGP in Q4 2024 and has held it in 7 quarters since. The position peaked at $110K in Q3 2025. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • O'Shaughnessy Asset Management held 243 shares of Dimensional Global Core Plus Fixed Income ETF worth $13.2K as of Q2 2026.
  • O'Shaughnessy Asset Management bought 1 Dimensional Global Core Plus Fixed Income ETF share in Q2 2026, an estimated $54.
  • Dimensional Global Core Plus Fixed Income ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2418 holding.
  • O'Shaughnessy Asset Management first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • O'Shaughnessy Asset Management's Dimensional Global Core Plus Fixed Income ETF position peaked at $110K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.