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Vestia Personal Wealth Advisors’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Vestia Personal Wealth Advisors’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 		$5.44M Buy
+113,433
New +$6.17M 2.56% 13

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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 $426M AUM 17.45% 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

Vestia Personal Wealth Advisors's DFGP Position: Q1 2026 in Review

Vestia Personal Wealth Advisors opened a new position in Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q1 2026: 113,433 shares worth $5.44M. The stake represents 2.56% of the portfolio and ranks #13 among its holdings.

174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Vestia Personal Wealth Advisors held 113,433 shares of Dimensional Global Core Plus Fixed Income ETF worth $5.44M as of Q1 2026.
  • Dimensional Global Core Plus Fixed Income ETF was a new Vestia Personal Wealth Advisors position in Q1 2026.
  • Dimensional Global Core Plus Fixed Income ETF made up 2.56% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #13 holding.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.