TruNorth Capital Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

TruNorth Capital Management’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 Q3	$16.2M	Buy	311,670 +13,515	+5%	+$721K	2.52%	9
2026 Q2	$16.2M	Buy	298,155 +21,565	+8%	+$1.17M	2.61%	10
2026 Q1	$14.9M	Buy	276,590 +6,189	+2%	+$337K	2.86%	9
2025 Q4	$14.6M	Buy	270,401 +29,102	+12%	+$1.6M	2.78%	10
2025 Q3	$13.4M	Buy	241,299 +19,309	+9%	+$1.06M	2.65%	10
2025 Q2	$12.1M	Buy	221,990 +19,990	+10%	+$1.07M	2.69%	10
2025 Q1	$10.8M	Buy	202,000 +11,745	+6%	+$624K	2.68%	9
2024 Q4	$10.1M	Buy	+190,255	New	+$10.3M	2.75%	9

Other funds holding DFGP

OFI

Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

TruNorth Capital Management's DFGP Position: Q3 2026 in Review

TruNorth Capital Management increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 4.5% in Q3 2026, buying an estimated $721K and bringing the position to 311,670 shares worth $16.2M. The position accounts for 2.52% of the portfolio, ranked #9.

TruNorth Capital Management first reported a position in DFGP in Q4 2024 and has held it in 8 quarters since. The position peaked at $16.2M in Q2 2026. 19 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

TruNorth Capital Management held 311,670 shares of Dimensional Global Core Plus Fixed Income ETF worth $16.2M as of Q3 2026.
TruNorth Capital Management bought 13,515 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2026, an estimated $721K.
Dimensional Global Core Plus Fixed Income ETF made up 2.52% of TruNorth Capital Management's portfolio in Q3 2026, its #9 holding.
TruNorth Capital Management first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
TruNorth Capital Management's Dimensional Global Core Plus Fixed Income ETF position peaked at $16.2M in Q2 2026.
19 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

Based on TruNorth Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.