United Wealth Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

United Wealth 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 Q2	$24.4M	Buy	448,547 +24,488	+6%	+$1.33M	5.5%	6
2026 Q1	$22.9M	Buy	424,059 +54,051	+15%	+$2.94M	5.69%	6
2025 Q4	$20M	Buy	370,008 +10,861	+3%	+$598K	5.18%	7
2025 Q3	$20M	Buy	359,147 +13,036	+4%	+$715K	5.43%	7
2025 Q2	$18.9M	Buy	346,111 +9,606	+3%	+$514K	5.48%	7
2025 Q1	$18M	Buy	336,505 +58,437	+21%	+$3.11M	5.63%	7
2024 Q4	$14.7M	Buy	+278,068	New	+$15M	4.95%	7

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

RWM

Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return

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

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

United Wealth Management's DFGP Position: Q2 2026 in Review

United Wealth Management increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 5.8% in Q2 2026, buying an estimated $1.33M and bringing the position to 448,547 shares worth $24.4M. The position accounts for 5.5% of the portfolio, ranked #6.

United Wealth Management first reported a position in DFGP in Q4 2024 and has held it in 7 quarters since. 118 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

United Wealth Management held 448,547 shares of Dimensional Global Core Plus Fixed Income ETF worth $24.4M as of Q2 2026.
United Wealth Management bought 24,488 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $1.33M.
Dimensional Global Core Plus Fixed Income ETF made up 5.5% of United Wealth Management's portfolio in Q2 2026, its #6 holding.
United Wealth Management first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
118 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on United Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.