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

Strategic Wealth Partners’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 		$63.5K Buy
1,167
+7
+0.6% +$381 ﹤0.01% 482
2026
Q1 		$62.6K Buy
1,160
+6
+0.5% +$326 ﹤0.01% 473
2025
Q4 		$62.4K Sell
1,154
-3,115
-73% -$171K ﹤0.01% 481
2025
Q3 		$237K Buy
+4,269
New +$234K 0.02% 315

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

Strategic Wealth Partners's DFGP Position: Q2 2026 in Review

Strategic Wealth Partners increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 0.6% in Q2 2026, buying an estimated $381 and bringing the position to 1,167 shares worth $63.5K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Strategic Wealth Partners first reported a position in DFGP in Q3 2025 and has held it in 4 quarters since. The position peaked at $237K in Q3 2025. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Strategic Wealth Partners held 1,167 shares of Dimensional Global Core Plus Fixed Income ETF worth $63.5K as of Q2 2026.
  • Strategic Wealth Partners bought 7 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $381.
  • Dimensional Global Core Plus Fixed Income ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #482 holding.
  • Strategic Wealth Partners first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Dimensional Global Core Plus Fixed Income ETF position peaked at $237K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.