Sax Wealth Advisors’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Sax Wealth 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 Q3	$4.41M	Buy	85,011 +14,506	+21%	+$774K	0.13%	113
2026 Q2	$3.81M	Buy	70,505 +15,497	+28%	+$843K	0.15%	104
2026 Q1	$2.97M	Hold	55,008	–	–	0.14%	95
2025 Q4	$2.97M	Buy	55,008 +14,352	+35%	+$790K	0.14%	96
2025 Q3	$2.26M	Buy	40,656 +189	+0.5%	+$10.4K	0.12%	99
2025 Q2	$2.21M	Buy	40,467 +785	+2%	+$42K	0.13%	98
2025 Q1	$2.12M	Buy	39,682 +16,530	+71%	+$879K	0.15%	88
2024 Q4	$1.22M	Buy	23,152 +15,317	+195%	+$828K	0.1%	101
2024 Q3	$432K	Buy	+7,835	New	+$425K	0.04%	175

Other funds holding DFGP

OFI

Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Sax Wealth Advisors's DFGP Position: Q3 2026 in Review

Sax Wealth Advisors increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 21% in Q3 2026, buying an estimated $774K and bringing the position to 85,011 shares worth $4.41M. The position accounts for 0.13% of the portfolio, ranked #113.

Sax Wealth Advisors first reported a position in DFGP in Q3 2024 and has held it in 9 quarters since. 17 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

Sax Wealth Advisors held 85,011 shares of Dimensional Global Core Plus Fixed Income ETF worth $4.41M as of Q3 2026.
Sax Wealth Advisors bought 14,506 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2026, an estimated $774K.
Dimensional Global Core Plus Fixed Income ETF made up 0.13% of Sax Wealth Advisors's portfolio in Q3 2026, its #113 holding.
Sax Wealth Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2024 and has held it in 9 quarters since.
17 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.