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

Wealth Advisors Northwest’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 		$29.3M Buy
538,423
+207,833
+63% +$11.3M 10% 2
2026
Q1 		$17.8M Buy
330,590
+35,661
+12% +$1.94M 7.49% 4
2025
Q4 		$15.9M Buy
294,929
+62,291
+27% +$3.43M 7.07% 4
2025
Q3 		$12.9M Buy
232,638
+32,416
+16% +$1.78M 6.25% 5
2025
Q2 		$10.9M Buy
200,222
+58,698
+41% +$3.14M 5.75% 5
2025
Q1 		$7.56M Buy
141,524
+62,119
+78% +$3.3M 4.79% 6
2024
Q4 		$4.19M Buy
+79,405
New +$4.29M 2.86% 8

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
VBA
von Borstel & Associates The Dalles, Oregon $488M AUM 19.82% 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

Wealth Advisors Northwest's DFGP Position: Q2 2026 in Review

Wealth Advisors Northwest increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 63% in Q2 2026, buying an estimated $11.3M and bringing the position to 538,423 shares worth $29.3M. The position accounts for 10% of the portfolio, ranked #2.

Wealth Advisors Northwest first reported a position in DFGP in Q4 2024 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Wealth Advisors Northwest held 538,423 shares of Dimensional Global Core Plus Fixed Income ETF worth $29.3M as of Q2 2026.
  • Wealth Advisors Northwest bought 207,833 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $11.3M.
  • Dimensional Global Core Plus Fixed Income ETF made up 10% of Wealth Advisors Northwest's portfolio in Q2 2026, its #2 holding.
  • Wealth Advisors Northwest first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.