Selective Wealth Management
DFGP icon

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

Selective 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
Q3 		$281K Buy
+5,347
New +$285K 0.07% 121

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Penobscot Wealth Management
Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Outbound Financial Inc
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Gradient Capital Advisors
Gradient Capital Advisors San Diego, California $433M AUM 18.32% 1-Year Est. Return

Selective Wealth Management's DFGP Position: Q3 2026 in Review

Selective Wealth Management opened a new position in Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q3 2026: 5,347 shares worth $281K. The stake represents 0.07% of the portfolio and ranks #121 among its holdings.

54 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

  • Selective Wealth Management held 5,347 shares of Dimensional Global Core Plus Fixed Income ETF worth $281K as of Q3 2026.
  • Dimensional Global Core Plus Fixed Income ETF was a new Selective Wealth Management position in Q3 2026.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.07% of Selective Wealth Management's portfolio in Q3 2026, its #121 holding.
  • 54 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.