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Triad Wealth Partners’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Triad Wealth Partners’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 		$1.1M Sell
20,517
-2,714
-12% -$148K 0.06% 194
2026
Q1 		$1.25M Buy
23,231
+3,135
+16% +$171K 0.1% 143
2025
Q4 		$1.09M Buy
20,096
+4,644
+30% +$256K 0.1% 145
2025
Q3 		$859K Buy
15,452
+1,867
+14% +$102K 0.11% 132
2025
Q2 		$740K Buy
13,585
+6,118
+82% +$327K 0.15% 105
2025
Q1 		$399K Buy
+7,467
New +$397K 0.12% 122

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

Triad Wealth Partners's DFGP Position: Q2 2026 in Review

Triad Wealth Partners reduced its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 12% in Q2 2026, selling an estimated $148K and leaving 20,517 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #194.

Triad Wealth Partners first reported a position in DFGP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.25M in Q1 2026. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Triad Wealth Partners held 20,517 shares of Dimensional Global Core Plus Fixed Income ETF worth $1.1M as of Q2 2026.
  • Triad Wealth Partners sold 2,714 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $148K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.06% of Triad Wealth Partners's portfolio in Q2 2026, its #194 holding.
  • Triad Wealth Partners first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Triad Wealth Partners's Dimensional Global Core Plus Fixed Income ETF position peaked at $1.25M in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.