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Archer Investment Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Archer Investment 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
Q1 		– Sell
-176,015
Closed -$9.52M – 114
2025
Q4 		$9.52M Sell
176,015
-94,656
-35% -$5.21M 5.12% 2
2025
Q3 		$15M Buy
270,671
+9,786
+4% +$537K 9.24% 1
2025
Q2 		$14.2M Buy
260,885
+23,642
+10% +$1.27M 10.32% 2
2025
Q1 		$12.7M Sell
237,243
-15,027
-6% -$799K 8.77% 2
2024
Q4 		$13.3M Buy
+252,270
New +$13.6M 8.21% 4

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
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return

Archer Investment Management's DFGP Position: Q1 2026 in Review

Archer Investment Management sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q1 2026, closing a stake of 176,015 shares — an estimated $9.52M sold.

Archer Investment Management first reported a position in DFGP in Q4 2024 and held it in 5 quarters. The position peaked at $15M in Q3 2025. 175 funds tracked by Wall St. Rank hold DFGP as of Q1 2026.

  • Archer Investment Management reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Archer Investment Management sold 176,015 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2026, an estimated $9.52M.
  • Archer Investment Management first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and held it in 5 quarters.
  • Archer Investment Management's Dimensional Global Core Plus Fixed Income ETF position peaked at $15M in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2026.

Based on Archer Investment Management's 13F filing for Q1 2026, filed 8 Apr 2026.