SwitchPoint Financial Planning’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

SwitchPoint Financial Planning’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	$484K	Buy	8,884 +4,046	+84%	+$220K	0.28%	46
2026 Q1	$261K	Hold	4,838	–	–	0.18%	54
2025 Q4	$262K	Hold	4,838	–	–	0.18%	51
2025 Q3	$269K	Hold	4,838	–	–	0.19%	49
2025 Q2	$264K	Hold	4,838	–	–	0.22%	48
2025 Q1	$258K	Hold	4,838	–	–	0.25%	41
2024 Q4	$256K	Buy	+4,838	New	+$262K	0.24%	39

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

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

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

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

SwitchPoint Financial Planning's DFGP Position: Q2 2026 in Review

SwitchPoint Financial Planning increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 84% in Q2 2026, buying an estimated $220K and bringing the position to 8,884 shares worth $484K. The position accounts for 0.28% of the portfolio, ranked #46.

SwitchPoint Financial Planning first reported a position in DFGP in Q4 2024 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

SwitchPoint Financial Planning held 8,884 shares of Dimensional Global Core Plus Fixed Income ETF worth $484K as of Q2 2026.
SwitchPoint Financial Planning bought 4,046 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $220K.
Dimensional Global Core Plus Fixed Income ETF made up 0.28% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #46 holding.
SwitchPoint Financial Planning first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.