Parkwoods Wealth Partners’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Parkwoods Wealth Partners’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 Q3	$2.13M	Buy	40,924 +7,015	+21%	+$374K	0.3%	48
2026 Q2	$1.85M	Buy	33,909 +6,019	+22%	+$328K	0.3%	47
2026 Q1	$1.51M	Buy	27,890 +6,147	+28%	+$334K	0.37%	33
2025 Q4	$1.18M	Buy	21,743 +7,177	+49%	+$395K	0.35%	33
2025 Q3	$809K	Buy	14,566 +6,108	+72%	+$335K	0.28%	36
2025 Q2	$461K	Buy	8,458 +4,545	+116%	+$243K	0.27%	36
2025 Q1	$209K	Buy	+3,913	New	+$208K	0.14%	52

Other funds holding DFGP

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

von Borstel & Associates The Dalles, Oregon $491M AUM 11.85% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Ruedi Wealth Management Champaign, Illinois $424M AUM 10.36% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.55B AUM 10.67% 1-Year Est. Return

Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return

Parkwoods Wealth Partners's DFGP Position: Q3 2026 in Review

Parkwoods Wealth Partners increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 21% in Q3 2026, buying an estimated $374K and bringing the position to 40,924 shares worth $2.13M. The position accounts for 0.3% of the portfolio, ranked #48.

Parkwoods Wealth Partners first reported a position in DFGP in Q1 2025 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

Parkwoods Wealth Partners held 40,924 shares of Dimensional Global Core Plus Fixed Income ETF worth $2.13M as of Q3 2026.
Parkwoods Wealth Partners bought 7,015 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2026, an estimated $374K.
Dimensional Global Core Plus Fixed Income ETF made up 0.3% of Parkwoods Wealth Partners's portfolio in Q3 2026, its #48 holding.
Parkwoods Wealth Partners first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2025 and has held it in 7 quarters since.
181 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.