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Spinnaker Investment Group’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Spinnaker Investment Group’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 		$370K Buy
+6,790
New +$370K 0.06% 118
2026
Q1 		– Sell
-5,127
Closed -$277K – 155
2025
Q4 		$277K Sell
5,127
-1,424
-22% -$78.4K 0.05% 136
2025
Q3 		$364K Buy
+6,551
New +$359K 0.07% 109

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

Spinnaker Investment Group's DFGP Position: Q2 2026 in Review

Spinnaker Investment Group opened a new position in Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q2 2026: 6,790 shares worth $370K. The stake represents 0.06% of the portfolio and ranks #118 among its holdings. This is a return to the name: Spinnaker Investment Group previously reported a position in DFGP as recently as Q4 2025.

Spinnaker Investment Group first reported a position in DFGP in Q3 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Spinnaker Investment Group held 6,790 shares of Dimensional Global Core Plus Fixed Income ETF worth $370K as of Q2 2026.
  • Dimensional Global Core Plus Fixed Income ETF was a new Spinnaker Investment Group position in Q2 2026.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.06% of Spinnaker Investment Group's portfolio in Q2 2026, its #118 holding.
  • Spinnaker Investment Group first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.