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Red Lighthouse Investment Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Red Lighthouse Investment Management’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 		$7.6M Buy
139,541
+12,755
+10% +$694K 2.26% 9
2026
Q1 		$6.85M Buy
126,786
+12,873
+11% +$700K 2.31% 9
2025
Q4 		$6.16M Buy
113,913
+29,657
+35% +$1.63M 2.2% 10
2025
Q3 		$4.68M Buy
84,256
+35,855
+74% +$1.97M 1.64% 11
2025
Q2 		$2.64M Buy
48,401
+45,736
+1,716% +$2.45M 1.01% 16
2025
Q1 		$142K Sell
2,665
-34,258
-93% -$1.82M 0.06% 74
2024
Q4 		$1.95M Buy
36,923
+16,978
+85% +$918K 0.77% 20
2024
Q3 		$1.1M Buy
19,945
+10,714
+116% +$581K 0.43% 28
2024
Q2 		$488K Buy
9,231
+6,566
+246% +$347K 0.2% 44
2024
Q1 		$142K Buy
+2,665
New +$141K 0.06% 74

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

Red Lighthouse Investment Management's DFGP Position: Q2 2026 in Review

Red Lighthouse Investment Management increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 10% in Q2 2026, buying an estimated $694K and bringing the position to 139,541 shares worth $7.6M. The position accounts for 2.26% of the portfolio, ranked #9.

Red Lighthouse Investment Management 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.

  • Red Lighthouse Investment Management held 139,541 shares of Dimensional Global Core Plus Fixed Income ETF worth $7.6M as of Q2 2026.
  • Red Lighthouse Investment Management bought 12,755 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $694K.
  • Dimensional Global Core Plus Fixed Income ETF made up 2.26% of Red Lighthouse Investment Management's portfolio in Q2 2026, its #9 holding.
  • Red Lighthouse Investment Management 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 Red Lighthouse Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.