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Vise Technologies’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Vise Technologies’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 		$296K Hold
5,479
– – 0.01% 1143
2025
Q4 		$296K Buy
+5,479
New +$302K 0.01% 1150

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

Vise Technologies's DFGP Position: Q1 2026 in Review

Vise Technologies held its Dimensional Global Core Plus Fixed Income ETF (DFGP) position steady in Q1 2026 at 5,479 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #1143.

Vise Technologies first reported a position in DFGP in Q4 2025 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Vise Technologies held 5,479 shares of Dimensional Global Core Plus Fixed Income ETF worth $296K as of Q1 2026.
  • Vise Technologies left its Dimensional Global Core Plus Fixed Income ETF share count unchanged in Q1 2026.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #1143 holding.
  • Vise Technologies first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 174 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.