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Wellington-Altus USA’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Wellington-Altus USA’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 		$123K Sell
2,275
-3,700
-62% -$201K 0.09% 181
2026
Q1 		$325K Buy
+5,975
New +$325K 0.19% 111

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

Wellington-Altus USA's DFGP Position: Q2 2026 in Review

Wellington-Altus USA reduced its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 62% in Q2 2026, selling an estimated $201K and leaving 2,275 shares worth $123K. The position accounts for 0.09% of the portfolio, ranked #181.

Wellington-Altus USA first reported a position in DFGP in Q1 2026 and has held it in 2 quarters since. The position peaked at $325K in Q1 2026. 185 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Wellington-Altus USA held 2,275 shares of Dimensional Global Core Plus Fixed Income ETF worth $123K as of Q2 2026.
  • Wellington-Altus USA sold 3,700 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $201K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.09% of Wellington-Altus USA's portfolio in Q2 2026, its #181 holding.
  • Wellington-Altus USA first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Wellington-Altus USA's Dimensional Global Core Plus Fixed Income ETF position peaked at $325K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.