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Prime Capital Investment Advisors’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Prime Capital Investment 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 		$1.45M Buy
26,590
+472
+2% +$25.7K 0.01% 444
2026
Q1 		$1.41M Buy
26,118
+203
+0.8% +$11K 0.02% 424
2025
Q4 		$1.4M Buy
+25,915
New +$1.43M 0.02% 424

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
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
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

Prime Capital Investment Advisors's DFGP Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 1.8% in Q2 2026, buying an estimated $25.7K and bringing the position to 26,590 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #444.

Prime Capital Investment Advisors first reported a position in DFGP in Q4 2025 and has held it in 3 quarters since. 158 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Prime Capital Investment Advisors held 26,590 shares of Dimensional Global Core Plus Fixed Income ETF worth $1.45M as of Q2 2026.
  • Prime Capital Investment Advisors bought 472 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $25.7K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #444 holding.
  • Prime Capital Investment Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 158 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.