TFO
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Timonier Family Office’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Timonier Family Office’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 		$276K Buy
+5,060
New +$275K 0.08% 52
2025
Q4 		$283K Sell
5,243
-453
-8% -$24.9K 0.09% 52
2025
Q3 		$317K Sell
5,696
-293
-5% -$16.1K 0.1% 48
2025
Q2 		$326K Sell
5,989
-4,669
-44% -$250K 0.12% 44
2025
Q1 		$569K Sell
10,658
-494
-4% -$26.3K 0.25% 33
2024
Q4 		$589K Buy
+11,152
New +$603K 0.3% 31

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Timonier Family Office's DFGP Position: Q2 2026 in Review

Timonier Family Office opened a new position in Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q2 2026: 5,060 shares worth $276K. The stake represents 0.08% of the portfolio and ranks #52 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in DFGP as recently as Q4 2025.

Timonier Family Office first reported a position in DFGP in Q4 2024 and has held it in 6 quarters since. The position peaked at $589K in Q4 2024. 101 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Timonier Family Office held 5,060 shares of Dimensional Global Core Plus Fixed Income ETF worth $276K as of Q2 2026.
  • Dimensional Global Core Plus Fixed Income ETF was a new Timonier Family Office position in Q2 2026.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.08% of Timonier Family Office's portfolio in Q2 2026, its #52 holding.
  • Timonier Family Office first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Timonier Family Office's Dimensional Global Core Plus Fixed Income ETF position peaked at $589K in Q4 2024.
  • 101 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.