QFA
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Quantum Financial Advisors’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Quantum Financial 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 		$21.4M Buy
392,244
+67,880
+21% +$3.69M 2.11% 12
2026
Q1 		$17.5M Buy
324,364
+33,135
+11% +$1.8M 1.96% 16
2025
Q4 		$15.7M Buy
291,229
+42,818
+17% +$2.36M 1.77% 18
2025
Q3 		$13.8M Buy
248,411
+47,224
+23% +$2.59M 1.68% 19
2025
Q2 		$11M Buy
201,187
+23,501
+13% +$1.26M 1.48% 19
2025
Q1 		$9.49M Buy
177,686
+7,510
+4% +$399K 1.42% 19
2024
Q4 		$8.99M Buy
170,176
+48,399
+40% +$2.62M 1.37% 18
2024
Q3 		$6.71M Buy
121,777
+42,268
+53% +$2.29M 1.05% 18
2024
Q2 		$4.21M Buy
79,509
+43,434
+120% +$2.29M 0.74% 24
2024
Q1 		$1.93M Buy
+36,075
New +$1.91M 0.35% 47

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
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Quantum Financial Advisors's DFGP Position: Q2 2026 in Review

Quantum Financial Advisors increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 21% in Q2 2026, buying an estimated $3.69M and bringing the position to 392,244 shares worth $21.4M. The position accounts for 2.11% of the portfolio, ranked #12.

Quantum Financial Advisors first reported a position in DFGP in Q1 2024 and has held it in 10 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Quantum Financial Advisors held 392,244 shares of Dimensional Global Core Plus Fixed Income ETF worth $21.4M as of Q2 2026.
  • Quantum Financial Advisors bought 67,880 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $3.69M.
  • Dimensional Global Core Plus Fixed Income ETF made up 2.11% of Quantum Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • Quantum Financial Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.