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TCI Wealth Advisors’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

TCI Wealth Advisors’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 		$37.3M Buy
685,446
+70,711
+12% +$3.85M 1.62% 13
2026
Q1 		$33.2M Buy
614,735
+10,823
+2% +$589K 1.76% 13
2025
Q4 		$32.7M Buy
603,912
+10,257
+2% +$565K 1.8% 14
2025
Q3 		$33M Buy
593,655
+5,633
+1% +$309K 1.97% 14
2025
Q2 		$32M Buy
588,022
+127,712
+28% +$6.84M 2.2% 12
2025
Q1 		$24.6M Buy
460,310
+20,513
+5% +$1.09M 1.97% 15
2024
Q4 		$23.2M Buy
439,797
+17,006
+4% +$920K 1.94% 15
2024
Q3 		$23.3M Sell
422,791
-5,597
-1% -$303K 1.96% 14
2024
Q2 		$22.7M Buy
428,388
+21,719
+5% +$1.15M 2.14% 11
2024
Q1 		$21.7M Buy
406,669
+11,923
+3% +$632K 2.14% 11
2023
Q4 		$21M Buy
+394,746
New +$20.5M 2.24% 11

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

TCI Wealth Advisors's DFGP Position: Q2 2026 in Review

TCI Wealth Advisors increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 12% in Q2 2026, buying an estimated $3.85M and bringing the position to 685,446 shares worth $37.3M. The position accounts for 1.62% of the portfolio, ranked #13.

TCI Wealth Advisors first reported a position in DFGP in Q4 2023 and has held it in 11 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • TCI Wealth Advisors held 685,446 shares of Dimensional Global Core Plus Fixed Income ETF worth $37.3M as of Q2 2026.
  • TCI Wealth Advisors bought 70,711 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $3.85M.
  • Dimensional Global Core Plus Fixed Income ETF made up 1.62% of TCI Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • TCI Wealth Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.