TIAM2
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Tru Independence Asset Management 2’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Tru Independence Asset Management 2’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 		$6.74M Buy
124,897
+5,837
+5% +$318K 4.15% 3
2025
Q4 		$6.44M Buy
119,060
+8,102
+7% +$446K 4.03% 3
2025
Q3 		$6.17M Buy
110,958
+9,513
+9% +$522K 4.05% 3
2025
Q2 		$5.53M Buy
101,445
+33,064
+48% +$1.77M 3.78% 4
2025
Q1 		$3.65M Buy
68,381
+20,299
+42% +$1.08M 2.73% 11
2024
Q4 		$2.54M Buy
48,082
+33,162
+222% +$1.79M 2.12% 14
2024
Q3 		$822K Buy
+14,920
New +$809K 0.69% 30

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

Tru Independence Asset Management 2's DFGP Position: Q1 2026 in Review

Tru Independence Asset Management 2 increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 4.9% in Q1 2026, buying an estimated $318K and bringing the position to 124,897 shares worth $6.74M. The position accounts for 4.15% of the portfolio, ranked #3.

Tru Independence Asset Management 2 first reported a position in DFGP in Q3 2024 and has held it in 7 quarters since. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Tru Independence Asset Management 2 held 124,897 shares of Dimensional Global Core Plus Fixed Income ETF worth $6.74M as of Q1 2026.
  • Tru Independence Asset Management 2 bought 5,837 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $318K.
  • Dimensional Global Core Plus Fixed Income ETF made up 4.15% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #3 holding.
  • Tru Independence Asset Management 2 first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.