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Schwarz Dygos Wheeler Investment Advisors’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Schwarz Dygos Wheeler Investment 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
Q1 		$4.13M Buy
76,519
+7,883
+11% +$429K 0.86% 28
2025
Q4 		$3.71M Buy
68,636
+759
+1% +$41.8K 0.77% 31
2025
Q3 		$3.77M Buy
67,877
+6,346
+10% +$348K 0.8% 31
2025
Q2 		$3.35M Buy
61,531
+8,928
+17% +$478K 0.76% 32
2025
Q1 		$2.81M Buy
52,603
+177
+0.3% +$9.41K 0.67% 34
2024
Q4 		$2.77M Buy
52,426
+3,710
+8% +$201K 0.68% 31
2024
Q3 		$2.68M Buy
48,716
+41,323
+559% +$2.24M 0.67% 34
2024
Q2 		$391K Buy
7,393
+1,460
+25% +$77.1K 0.1% 103
2024
Q1 		$317K Buy
+5,933
New +$314K 0.09% 118

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
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 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

Schwarz Dygos Wheeler Investment Advisors's DFGP Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 11% in Q1 2026, buying an estimated $429K and bringing the position to 76,519 shares worth $4.13M. The position accounts for 0.86% of the portfolio, ranked #28.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DFGP in Q1 2024 and has held it in 9 quarters since. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 76,519 shares of Dimensional Global Core Plus Fixed Income ETF worth $4.13M as of Q1 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 7,883 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $429K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.86% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #28 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.