Outbound Financial Inc’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Outbound Financial Inc’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	$16.8M	Buy	307,636 +24,594	+9%	+$1.34M	10.85%	2
2026 Q1	$15.3M	Buy	283,042 +15,085	+6%	+$821K	11.46%	2
2025 Q4	$14.5M	Buy	267,957 +22,134	+9%	+$1.22M	11.28%	2
2025 Q3	$13.7M	Buy	245,823 +14,632	+6%	+$803K	11.14%	2
2025 Q2	$12.6M	Buy	+231,191	New	+$12.4M	11.51%	2

Other funds holding DFGP

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

WAN

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

GCA

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Outbound Financial Inc's DFGP Position: Q2 2026 in Review

Outbound Financial Inc increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 8.7% in Q2 2026, buying an estimated $1.34M and bringing the position to 307,636 shares worth $16.8M. The position accounts for 10.85% of the portfolio, ranked #2.

Outbound Financial Inc first reported a position in DFGP in Q2 2025 and has held it in 5 quarters since. 47 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

Outbound Financial Inc held 307,636 shares of Dimensional Global Core Plus Fixed Income ETF worth $16.8M as of Q2 2026.
Outbound Financial Inc bought 24,594 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $1.34M.
Dimensional Global Core Plus Fixed Income ETF made up 10.85% of Outbound Financial Inc's portfolio in Q2 2026, its #2 holding.
Outbound Financial Inc first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
47 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Outbound Financial Inc's 13F filing for Q2 2026, filed 15 Jul 2026.