PWMG
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Private Wealth Management Group’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Private Wealth Management Group’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 		$87K Buy
1,598
+110
+7% +$5.99K 0.02% 182
2026
Q1 		$80.3K Buy
1,488
+117
+9% +$6.37K 0.02% 148
2025
Q4 		$74.1K Sell
1,371
-712
-34% -$39.2K 0.02% 150
2025
Q3 		$116K Buy
2,083
+1,193
+134% +$65.5K 0.03% 114
2025
Q2 		$48.5K Hold
890
– – 0.02% 178
2025
Q1 		$47.6K Buy
+890
New +$47.3K 0.02% 173

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 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

Private Wealth Management Group's DFGP Position: Q2 2026 in Review

Private Wealth Management Group increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 7.4% in Q2 2026, buying an estimated $5.99K and bringing the position to 1,598 shares worth $87K. The position accounts for 0.02% of the portfolio, ranked #182.

Private Wealth Management Group first reported a position in DFGP in Q1 2025 and has held it in 6 quarters since. The position peaked at $116K in Q3 2025. 60 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Private Wealth Management Group held 1,598 shares of Dimensional Global Core Plus Fixed Income ETF worth $87K as of Q2 2026.
  • Private Wealth Management Group bought 110 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $5.99K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.02% of Private Wealth Management Group's portfolio in Q2 2026, its #182 holding.
  • Private Wealth Management Group first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Management Group's Dimensional Global Core Plus Fixed Income ETF position peaked at $116K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.