PWP
DFGP icon

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
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

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 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 $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 $374M AUM 18.56% 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

Parkwoods Wealth Partners's DFGP Position: Q1 2026 in Review

Parkwoods Wealth Partners increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 28% in Q1 2026, buying an estimated $334K and bringing the position to 27,890 shares worth $1.51M. The position accounts for 0.37% of the portfolio, ranked #33.

Parkwoods Wealth Partners first reported a position in DFGP in Q1 2025 and has held it in 5 quarters since. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Parkwoods Wealth Partners held 27,890 shares of Dimensional Global Core Plus Fixed Income ETF worth $1.51M as of Q1 2026.
  • Parkwoods Wealth Partners bought 6,147 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $334K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.37% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #33 holding.
  • Parkwoods Wealth Partners first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.