SFP
DFGP icon

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
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 $3.19B AUM 14.06% 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 $437M AUM 17.93% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return

SwitchPoint Financial Planning's DFGP Position: Q1 2026 in Review

SwitchPoint Financial Planning held its Dimensional Global Core Plus Fixed Income ETF (DFGP) position steady in Q1 2026 at 4,838 shares worth $261K. The position accounts for 0.18% of the portfolio, ranked #54.

SwitchPoint Financial Planning first reported a position in DFGP in Q4 2024 and has held it in 6 quarters since. The position peaked at $269K in Q3 2025. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • SwitchPoint Financial Planning held 4,838 shares of Dimensional Global Core Plus Fixed Income ETF worth $261K as of Q1 2026.
  • SwitchPoint Financial Planning left its Dimensional Global Core Plus Fixed Income ETF share count unchanged in Q1 2026.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.18% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #54 holding.
  • SwitchPoint Financial Planning first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • SwitchPoint Financial Planning's Dimensional Global Core Plus Fixed Income ETF position peaked at $269K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.