Wealth Enhancement Advisory Services
DFGP icon

Wealth Enhancement Advisory Services’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$5.12M Buy
98,020
+69,095
+239% +$3.68M 0.01% 1073
2026
Q2 		$1.57M Buy
28,925
+20,799
+256% +$1.13M ﹤0.01% 1743
2026
Q1 		$440K Sell
8,126
-330
-4% -$18K ﹤0.01% 2430
2025
Q4 		$459K Sell
8,456
-2,006
-19% -$110K ﹤0.01% 2544
2025
Q3 		$582K Sell
10,462
-1,173
-10% -$64.4K ﹤0.01% 2242
2025
Q2 		$634K Buy
11,635
+2,816
+32% +$151K ﹤0.01% 2041
2025
Q1 		$471K Sell
8,819
-15,037
-63% -$799K ﹤0.01% 2112
2024
Q4 		$1.26M Buy
23,856
+1,371
+6% +$74.2K ﹤0.01% 1423
2024
Q3 		$1.24M Buy
22,485
+14,834
+194% +$804K ﹤0.01% 1285
2024
Q2 		$405K Buy
+7,651
New +$404K ﹤0.01% 1775

Other funds holding DFGP

OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFGP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 239% in Q3 2026, buying an estimated $3.68M and bringing the position to 98,020 shares worth $5.12M. The position accounts for 0.01% of the portfolio, ranked #1073.

Wealth Enhancement Advisory Services first reported a position in DFGP in Q2 2024 and has held it in 10 quarters since. 17 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

  • Wealth Enhancement Advisory Services held 98,020 shares of Dimensional Global Core Plus Fixed Income ETF worth $5.12M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 69,095 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2026, an estimated $3.68M.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1073 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2024 and has held it in 10 quarters since.
  • 17 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.