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

Simplicity Wealth’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 		$276K Buy
+5,070
New +$276K 0.01% 869
2024
Q3 		– Sell
-292,168
Closed -$15.5M – 664
2024
Q2 		$15.5M Buy
+292,168
New +$15.4M 0.35% 50

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
SP
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
W
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
CW
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

Simplicity Wealth's DFGP Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q2 2026: 5,070 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #869 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in DFGP as recently as Q2 2024.

Simplicity Wealth first reported a position in DFGP in Q2 2024 and has held it in 2 quarters since. The position peaked at $15.5M in Q2 2024. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Simplicity Wealth held 5,070 shares of Dimensional Global Core Plus Fixed Income ETF worth $276K as of Q2 2026.
  • Dimensional Global Core Plus Fixed Income ETF was a new Simplicity Wealth position in Q2 2026.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #869 holding.
  • Simplicity Wealth first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2024 and has held it in 2 quarters since.
  • Simplicity Wealth's Dimensional Global Core Plus Fixed Income ETF position peaked at $15.5M in Q2 2024.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.