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Trust Company’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Trust Company’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 		$83.1K Hold
1,600
– – 0.01% 262
2026
Q2 		$87.1K Hold
1,600
– – 0.01% 244
2026
Q1 		$86.4K Hold
1,600
– – 0.01% 240
2025
Q4 		$86.5K Buy
+1,600
New +$88.1K 0.01% 240

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
TCM
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
AC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FG
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

Trust Company's DFGP Position: Q3 2026 in Review

Trust Company held its Dimensional Global Core Plus Fixed Income ETF (DFGP) position steady in Q3 2026 at 1,600 shares worth $83.1K. The position accounts for 0.01% of the portfolio, ranked #262.

Trust Company first reported a position in DFGP in Q4 2025 and has held it in 4 quarters since. The position peaked at $87.1K in Q2 2026. 19 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

  • Trust Company held 1,600 shares of Dimensional Global Core Plus Fixed Income ETF worth $83.1K as of Q3 2026.
  • Trust Company left its Dimensional Global Core Plus Fixed Income ETF share count unchanged in Q3 2026.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.01% of Trust Company's portfolio in Q3 2026, its #262 holding.
  • Trust Company first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Trust Company's Dimensional Global Core Plus Fixed Income ETF position peaked at $87.1K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.