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
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

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 Enhancement Advisory Services's DFGP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 256% in Q2 2026, buying an estimated $1.13M and bringing the position to 28,925 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Wealth Enhancement Advisory Services first reported a position in DFGP in Q2 2024 and has held it in 9 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 28,925 shares of Dimensional Global Core Plus Fixed Income ETF worth $1.57M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 20,799 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $1.13M.
  • Dimensional Global Core Plus Fixed Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1743 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 9 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.