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Savvy Advisors Inc’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Savvy Advisors Inc’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 		$405K Buy
7,432
+333
+5% +$18.1K 0.01% 865
2026
Q1 		$383K Sell
7,099
-45
-0.6% -$2.45K 0.01% 763
2025
Q4 		$386K Sell
7,144
-987
-12% -$54.3K 0.01% 665
2025
Q3 		$452K Sell
8,131
-84
-1% -$4.61K 0.02% 457
2025
Q2 		$448K Buy
8,215
+965
+13% +$51.7K 0.03% 380
2025
Q1 		$387K Buy
7,250
+3,446
+91% +$183K 0.04% 336
2024
Q4 		$201K Buy
+3,804
New +$206K 0.02% 434

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

Savvy Advisors Inc's DFGP Position: Q2 2026 in Review

Savvy Advisors Inc increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 4.7% in Q2 2026, buying an estimated $18.1K and bringing the position to 7,432 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #865.

Savvy Advisors Inc first reported a position in DFGP in Q4 2024 and has held it in 7 quarters since. The position peaked at $452K in Q3 2025. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Savvy Advisors Inc held 7,432 shares of Dimensional Global Core Plus Fixed Income ETF worth $405K as of Q2 2026.
  • Savvy Advisors Inc bought 333 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $18.1K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #865 holding.
  • Savvy Advisors Inc first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Savvy Advisors Inc's Dimensional Global Core Plus Fixed Income ETF position peaked at $452K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.