VPF
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Vantage Point Financial’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Vantage Point 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 		$1.27M Buy
23,551
+885
+4% +$48.2K 0.45% 46
2025
Q4 		$1.23M Buy
22,666
+6,798
+43% +$374K 0.44% 51
2025
Q3 		$882K Buy
15,868
+2,156
+16% +$118K 0.34% 60
2025
Q2 		$747K Buy
13,712
+5,115
+59% +$274K 0.33% 60
2025
Q1 		$459K Buy
+8,597
New +$457K 0.23% 71

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 $374M AUM 18.56% 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

Vantage Point Financial's DFGP Position: Q1 2026 in Review

Vantage Point Financial increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 3.9% in Q1 2026, buying an estimated $48.2K and bringing the position to 23,551 shares worth $1.27M. The position accounts for 0.45% of the portfolio, ranked #46.

Vantage Point Financial first reported a position in DFGP in Q1 2025 and has held it in 5 quarters since. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Vantage Point Financial held 23,551 shares of Dimensional Global Core Plus Fixed Income ETF worth $1.27M as of Q1 2026.
  • Vantage Point Financial bought 885 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $48.2K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.45% of Vantage Point Financial's portfolio in Q1 2026, its #46 holding.
  • Vantage Point Financial first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.