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DFGP icon

Stolz & Associates’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Stolz & Associates’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 		$20.7M Buy
380,781
+101,955
+37% +$5.55M 12.94% 3
2026
Q1 		$15.2M Buy
278,826
+112,896
+68% +$6.14M 10.59% 3
2025
Q4 		$8.97M Buy
+165,930
New +$9.13M 6.92% 8

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

Stolz & Associates's DFGP Position: Q2 2026 in Review

Stolz & Associates increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 37% in Q2 2026, buying an estimated $5.55M and bringing the position to 380,781 shares worth $20.7M. The position accounts for 12.94% of the portfolio, ranked #3.

Stolz & Associates first reported a position in DFGP in Q4 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Stolz & Associates held 380,781 shares of Dimensional Global Core Plus Fixed Income ETF worth $20.7M as of Q2 2026.
  • Stolz & Associates bought 101,955 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $5.55M.
  • Dimensional Global Core Plus Fixed Income ETF made up 12.94% of Stolz & Associates's portfolio in Q2 2026, its #3 holding.
  • Stolz & Associates first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 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 Stolz & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.