Shearwater Capital’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Shearwater Capital’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	$1.03M	Buy	18,976 +1,803	+10%	+$98.1K	0.49%	29
2026 Q1	$927K	Buy	17,173 +789	+5%	+$42.9K	0.49%	29
2025 Q4	$886K	Buy	16,384 +1,213	+8%	+$66.8K	0.51%	25
2025 Q3	$843K	Buy	15,171 +739	+5%	+$40.5K	0.5%	24
2025 Q2	$786K	Buy	+14,432	New	+$772K	0.49%	24
2025 Q1	–	Sell	-5,803	Closed	-$307K	–	46
2024 Q4	$307K	Buy	5,803 +1,799	+45%	+$97.3K	0.21%	40
2024 Q3	$221K	Buy	+4,004	New	+$217K	0.15%	43

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

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

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

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

Shearwater Capital's DFGP Position: Q2 2026 in Review

Shearwater Capital increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 10% in Q2 2026, buying an estimated $98.1K and bringing the position to 18,976 shares worth $1.03M. The position accounts for 0.49% of the portfolio, ranked #29.

Shearwater Capital first reported a position in DFGP in Q3 2024 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

Shearwater Capital held 18,976 shares of Dimensional Global Core Plus Fixed Income ETF worth $1.03M as of Q2 2026.
Shearwater Capital bought 1,803 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $98.1K.
Dimensional Global Core Plus Fixed Income ETF made up 0.49% of Shearwater Capital's portfolio in Q2 2026, its #29 holding.
Shearwater Capital first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2024 and has held it in 7 quarters since.
184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.