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Ruedi Wealth Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Ruedi Wealth 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
Q1 		$53.6M Buy
993,040
+74,122
+8% +$4.03M 13.81% 2
2025
Q4 		$49.7M Buy
918,918
+74,207
+9% +$4.09M 13.02% 3
2025
Q3 		$46.9M Buy
844,711
+23,555
+3% +$1.29M 13.14% 2
2025
Q2 		$44.7M Buy
821,156
+34,893
+4% +$1.87M 13.27% 2
2025
Q1 		$42M Buy
786,263
+34,082
+5% +$1.81M 13.15% 3
2024
Q4 		$39.7M Buy
752,181
+273,779
+57% +$14.8M 12.54% 3
2024
Q3 		$26.4M Buy
478,402
+194,475
+68% +$10.5M 9.05% 3
2024
Q2 		$15M Buy
283,927
+156,586
+123% +$8.27M 5.92% 5
2024
Q1 		$6.8M Buy
127,341
+104,977
+469% +$5.56M 2.86% 10
2023
Q4 		$1.19M Buy
+22,364
New +$1.16M 0.56% 20

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 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 $437M AUM 17.93% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $757M AUM

Ruedi Wealth Management's DFGP Position: Q1 2026 in Review

Ruedi Wealth Management increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 8.1% in Q1 2026, buying an estimated $4.03M and bringing the position to 993,040 shares worth $53.6M. The position accounts for 13.81% of the portfolio, ranked #2.

Ruedi Wealth Management first reported a position in DFGP in Q4 2023 and has held it in 10 quarters since. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Ruedi Wealth Management held 993,040 shares of Dimensional Global Core Plus Fixed Income ETF worth $53.6M as of Q1 2026.
  • Ruedi Wealth Management bought 74,122 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $4.03M.
  • Dimensional Global Core Plus Fixed Income ETF made up 13.81% of Ruedi Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Ruedi Wealth Management first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.