Physician Wealth Advisors’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Physician Wealth Advisors’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	$53.7K	Hold	986	–	–	0.01%	422
2026 Q1	$53.2K	Buy	986 +16	+2%	+$871	0.01%	388
2025 Q4	$52.4K	Buy	970 +9	+0.9%	+$495	0.01%	384
2025 Q3	$53.4K	Buy	961 +99	+11%	+$5.43K	0.01%	367
2025 Q2	$47K	Buy	862 +515	+148%	+$27.6K	0.01%	356
2025 Q1	$18.5K	Buy	347 +153	+79%	+$8.13K	﹤0.01%	502
2024 Q4	$10.3K	Buy	+194	New	+$10.5K	﹤0.01%	626

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

OFI

Outbound Financial Inc Boulder, Colorado $154M AUM 16.38% 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

Physician Wealth Advisors's DFGP Position: Q2 2026 in Review

Physician Wealth Advisors held its Dimensional Global Core Plus Fixed Income ETF (DFGP) position steady in Q2 2026 at 986 shares worth $53.7K. The position accounts for 0.01% of the portfolio, ranked #422.

Physician Wealth Advisors first reported a position in DFGP in Q4 2024 and has held it in 7 quarters since. 45 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

Physician Wealth Advisors held 986 shares of Dimensional Global Core Plus Fixed Income ETF worth $53.7K as of Q2 2026.
Physician Wealth Advisors left its Dimensional Global Core Plus Fixed Income ETF share count unchanged in Q2 2026.
Dimensional Global Core Plus Fixed Income ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #422 holding.
Physician Wealth Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
45 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.