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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
Q2 		$88M Buy
1,616,680
+90,718
+6% +$4.94M 18.05% 2
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

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

von Borstel & Associates's DFGP Position: Q2 2026 in Review

von Borstel & Associates increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 5.9% in Q2 2026, buying an estimated $4.94M and bringing the position to 1,616,680 shares worth $88M. The position accounts for 18.05% of the portfolio, ranked #2.

von Borstel & Associates first reported a position in DFGP in Q3 2024 and has held it in 8 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • von Borstel & Associates held 1,616,680 shares of Dimensional Global Core Plus Fixed Income ETF worth $88M as of Q2 2026.
  • von Borstel & Associates bought 90,718 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $4.94M.
  • Dimensional Global Core Plus Fixed Income ETF made up 18.05% of von Borstel & Associates's portfolio in Q2 2026, its #2 holding.
  • von Borstel & Associates first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on von Borstel & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.