Truist Financial
DFGP icon

Truist Financial’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Truist Financial’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 		$2.8M Sell
51,954
-3,270
-6% -$178K ﹤0.01% 1131
2025
Q4 		$2.99M Sell
55,224
-1,892
-3% -$104K ﹤0.01% 1076
2025
Q3 		$3.17M Buy
57,116
+137
+0.2% +$7.52K ﹤0.01% 1115
2025
Q2 		$3.1M Sell
56,979
-332
-0.6% -$17.8K ﹤0.01% 1082
2025
Q1 		$3.06M Buy
57,311
+4,519
+9% +$240K ﹤0.01% 1029
2024
Q4 		$2.79M Buy
52,792
+1,456
+3% +$78.8K ﹤0.01% 1088
2024
Q3 		$2.83M Buy
51,336
+2,355
+5% +$128K ﹤0.01% 1083
2024
Q2 		$2.59M Buy
48,981
+6,850
+16% +$362K ﹤0.01% 1156
2024
Q1 		$2.25M Sell
42,131
-3,147
-7% -$167K ﹤0.01% 1229
2023
Q4 		$2.33M Buy
+45,278
New +$2.35M ﹤0.01% 1188

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 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 $338M AUM 15.88% 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