SPWM
DFGP icon

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

Straight Path 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
Q2 		$28.2M Buy
517,408
+28,509
+6% +$1.55M 6.59% 4
2026
Q1 		$26.4M Buy
488,899
+53,257
+12% +$2.9M 7.05% 4
2025
Q4 		$23.6M Buy
435,642
+24,901
+6% +$1.37M 6.35% 4
2025
Q3 		$22.8M Buy
410,741
+19,464
+5% +$1.07M 6.16% 4
2025
Q2 		$21.3M Buy
391,277
+11,936
+3% +$639K 7.24% 4
2025
Q1 		$20.3M Buy
379,341
+12,439
+3% +$661K 8.2% 4
2024
Q4 		$19.4M Buy
366,902
+12,938
+4% +$700K 7.67% 3
2024
Q3 		$19.5M Buy
+353,964
New +$19.2M 8.4% 3

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

Straight Path Wealth Management's DFGP Position: Q2 2026 in Review

Straight Path Wealth Management increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 5.8% in Q2 2026, buying an estimated $1.55M and bringing the position to 517,408 shares worth $28.2M. The position accounts for 6.59% of the portfolio, ranked #4.

Straight Path Wealth Management first reported a position in DFGP in Q3 2024 and has held it in 8 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Straight Path Wealth Management held 517,408 shares of Dimensional Global Core Plus Fixed Income ETF worth $28.2M as of Q2 2026.
  • Straight Path Wealth Management bought 28,509 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $1.55M.
  • Dimensional Global Core Plus Fixed Income ETF made up 6.59% of Straight Path Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Straight Path Wealth Management first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.