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

Summit Wealth 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	$436K	Buy	+8,009	New	+$436K	0.09%	86

Other funds holding DFGP

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

von Borstel & Associates The Dalles, Oregon $488M AUM 19.82% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return

Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return

Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return

Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Summit Wealth Group's DFGP Position: Q2 2026 in Review

Summit Wealth Group opened a new position in Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q2 2026: 8,009 shares worth $436K. The stake represents 0.09% of the portfolio and ranks #86 among its holdings.

184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

Summit Wealth Group held 8,009 shares of Dimensional Global Core Plus Fixed Income ETF worth $436K as of Q2 2026.
Dimensional Global Core Plus Fixed Income ETF was a new Summit Wealth Group position in Q2 2026.
Dimensional Global Core Plus Fixed Income ETF made up 0.09% of Summit Wealth Group's portfolio in Q2 2026, its #86 holding.
184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.