von Borstel & Associates’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

von Borstel & Associates’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	$82.4M	Buy	1,525,962 +137,520	+10%	+$7.48M	18.85%	2
2025 Q4	$75.1M	Buy	1,388,442 +46,379	+3%	+$2.55M	17.6%	2
2025 Q3	$74.1M	Buy	1,342,063 +97,269	+8%	+$5.34M	11.36%	2
2025 Q2	$68.3M	Buy	1,244,794 +81,387	+7%	+$4.36M	18.02%	2
2025 Q1	$62.2M	Buy	1,163,407 +277,387	+31%	+$14.7M	18.57%	2
2024 Q4	$46.8M	Buy	886,020 +313,751	+55%	+$17M	18.33%	2
2024 Q3	$31.5M	Buy	+572,269	New	+$31M	17.86%	2

Other funds holding DFGP

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $338M AUM 15.88% 1-Year Est. Return

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return

Integrity Advisory Solutions Dallas, Texas $757M AUM