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

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Marrick Wealth Irvine, California $141M AUM

55 North Private Wealth Winter Park, Florida $508M AUM