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 Q3	$24.3M	Buy	468,933 +20,386	+5%	+$1.09M	6.44%	4
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Wealth Advisors Northwest Portland, Oregon $299M AUM 12.51% 1-Year Est. Return

United Wealth Management's DFGP Position: Q3 2026 in Review

United Wealth Management increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 4.5% in Q3 2026, buying an estimated $1.09M and bringing the position to 468,933 shares worth $24.3M. The position accounts for 6.44% of the portfolio, ranked #4.

United Wealth Management first reported a position in DFGP in Q4 2024 and has held it in 8 quarters since. The position peaked at $24.4M in Q2 2026. 135 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

United Wealth Management held 468,933 shares of Dimensional Global Core Plus Fixed Income ETF worth $24.3M as of Q3 2026.
United Wealth Management bought 20,386 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2026, an estimated $1.09M.
Dimensional Global Core Plus Fixed Income ETF made up 6.44% of United Wealth Management's portfolio in Q3 2026, its #4 holding.
United Wealth Management first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
United Wealth Management's Dimensional Global Core Plus Fixed Income ETF position peaked at $24.4M in Q2 2026.
135 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

Based on United Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.