Raymond James Financial
DFGP icon

Raymond James Financial’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Raymond James Financial’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 		$214K Buy
+3,923
New +$214K ﹤0.01% 5012
2025
Q3 		– Sell
-270
Closed -$14.7K – 5411
2025
Q2 		$14.7K Sell
270
-96,356
-100% -$5.16M ﹤0.01% 5736
2025
Q1 		$5.16M Buy
+96,626
New +$5.14M ﹤0.01% 2308

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

Raymond James Financial's DFGP Position: Q2 2026 in Review

Raymond James Financial opened a new position in Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q2 2026: 3,923 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #5012 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in DFGP as recently as Q2 2025.

Raymond James Financial first reported a position in DFGP in Q1 2025 and has held it in 3 quarters since. The position peaked at $5.16M in Q1 2025. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Raymond James Financial held 3,923 shares of Dimensional Global Core Plus Fixed Income ETF worth $214K as of Q2 2026.
  • Dimensional Global Core Plus Fixed Income ETF was a new Raymond James Financial position in Q2 2026.
  • Dimensional Global Core Plus Fixed Income ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #5012 holding.
  • Raymond James Financial first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2025 and has held it in 3 quarters since.
  • Raymond James Financial's Dimensional Global Core Plus Fixed Income ETF position peaked at $5.16M in Q1 2025.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.