AWM
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Angeles Wealth Management’s Dimensional International Core Fixed Income ETF DFGX Stock Holding History

Angeles Wealth Management’s Portfolio DFGX Stock Details DFGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$106 – 309
2024
Q1 		$106 Buy
+2
New +$105 ﹤0.01% 296

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HIGP
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AFA
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HighTower Advisors
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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Angeles Wealth Management's DFGX Position: Q2 2024 in Review

Angeles Wealth Management sold out of Dimensional International Core Fixed Income ETF (DFGX) in Q2 2024, closing a stake of 2 shares — an estimated $106 sold.

Angeles Wealth Management first reported a position in DFGX in Q1 2024 and held it in 1 quarter. The position peaked at $106 in Q1 2024. 43 funds tracked by Wall St. Rank hold DFGX as of Q2 2024.

  • Angeles Wealth Management reported no remaining Dimensional International Core Fixed Income ETF position as of Q2 2024 after selling out during the quarter.
  • Angeles Wealth Management sold 2 Dimensional International Core Fixed Income ETF shares in Q2 2024, an estimated $106.
  • Angeles Wealth Management first reported a position in Dimensional International Core Fixed Income ETF in Q1 2024 and held it in 1 quarter.
  • Angeles Wealth Management's Dimensional International Core Fixed Income ETF position peaked at $106 in Q1 2024.
  • 43 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q2 2024.

Based on Angeles Wealth Management's 13F filing for Q2 2024, filed 7 Aug 2024.