Werba Rubin Papier Wealth Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Werba Rubin Papier Wealth Management’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	$321K	Buy	5,900 +46	+0.8%	+$2.5K	0.04%	211
2026 Q1	$316K	Buy	5,854 +1,285	+28%	+$69.9K	0.04%	187
2025 Q4	$247K	Buy	4,569 +115	+3%	+$6.33K	0.07%	189
2025 Q3	$248K	Buy	+4,454	New	+$244K	0.04%	203

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

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

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

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

Werba Rubin Papier Wealth Management's DFGP Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 0.79% in Q2 2026, buying an estimated $2.5K and bringing the position to 5,900 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #211.

Werba Rubin Papier Wealth Management first reported a position in DFGP in Q3 2025 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

Werba Rubin Papier Wealth Management held 5,900 shares of Dimensional Global Core Plus Fixed Income ETF worth $321K as of Q2 2026.
Werba Rubin Papier Wealth Management bought 46 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $2.5K.
Dimensional Global Core Plus Fixed Income ETF made up 0.04% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #211 holding.
Werba Rubin Papier Wealth Management first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.