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Venture Visionary Partners’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Venture Visionary Partners’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 		$1.04M Sell
20,036
-7,301
-27% -$389K 0.03% 345
2026
Q2 		$1.49M Buy
+27,337
New +$1.49M 0.04% 292

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

Venture Visionary Partners's DFGP Position: Q3 2026 in Review

Venture Visionary Partners reduced its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 27% in Q3 2026, selling an estimated $389K and leaving 20,036 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #345.

Venture Visionary Partners first reported a position in DFGP in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.49M in Q2 2026. 19 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

  • Venture Visionary Partners held 20,036 shares of Dimensional Global Core Plus Fixed Income ETF worth $1.04M as of Q3 2026.
  • Venture Visionary Partners sold 7,301 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2026, an estimated $389K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.03% of Venture Visionary Partners's portfolio in Q3 2026, its #345 holding.
  • Venture Visionary Partners first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Venture Visionary Partners's Dimensional Global Core Plus Fixed Income ETF position peaked at $1.49M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.