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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
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

PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
WAN
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
OFI
Outbound Financial Inc Boulder, Colorado $154M AUM 16.38% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Sax Wealth Advisors's DFGP Position: Q2 2026 in Review

Sax Wealth Advisors increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 28% in Q2 2026, buying an estimated $843K and bringing the position to 70,505 shares worth $3.81M. The position accounts for 0.15% of the portfolio, ranked #104.

Sax Wealth Advisors first reported a position in DFGP in Q3 2024 and has held it in 8 quarters since. 45 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Sax Wealth Advisors held 70,505 shares of Dimensional Global Core Plus Fixed Income ETF worth $3.81M as of Q2 2026.
  • Sax Wealth Advisors bought 15,497 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $843K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.15% of Sax Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • Sax Wealth Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 45 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.