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Wealthcare Advisory Partners’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Wealthcare Advisory Partners’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 		$3.86M Buy
70,898
+3,511
+5% +$191K 0.07% 220
2026
Q1 		$3.64M Buy
67,387
+13,031
+24% +$709K 0.07% 233
2025
Q4 		$2.94M Buy
54,356
+11,248
+26% +$619K 0.06% 277
2025
Q3 		$2.4M Buy
43,108
+20,962
+95% +$1.15M 0.05% 298
2025
Q2 		$1.21M Sell
22,146
-6,852
-24% -$367K 0.03% 437
2025
Q1 		$1.55M Buy
+28,998
New +$1.54M 0.04% 348

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

Wealthcare Advisory Partners's DFGP Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 5.2% in Q2 2026, buying an estimated $191K and bringing the position to 70,898 shares worth $3.86M. The position accounts for 0.07% of the portfolio, ranked #220.

Wealthcare Advisory Partners first reported a position in DFGP in Q1 2025 and has held it in 6 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Wealthcare Advisory Partners held 70,898 shares of Dimensional Global Core Plus Fixed Income ETF worth $3.86M as of Q2 2026.
  • Wealthcare Advisory Partners bought 3,511 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $191K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.07% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #220 holding.
  • Wealthcare Advisory Partners first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.