AWM
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Aspire Wealth Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Aspire 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
2024
Q3 		$94.6K Buy
+1,716
New +$93K 0.05% 122

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
JC
Jentner Corp Akron, Ohio $373M AUM 10.69% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
MilWealth Group Milwaukee, Wisconsin $420M AUM 12.37% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return

Aspire Wealth Management's DFGP Position: Q3 2024 in Review

Aspire Wealth Management opened a new position in Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q3 2024: 1,716 shares worth $94.6K. The stake represents 0.05% of the portfolio and ranks #122 among its holdings.

74 funds tracked by Wall St. Rank hold DFGP as of Q3 2024.

  • Aspire Wealth Management held 1,716 shares of Dimensional Global Core Plus Fixed Income ETF worth $94.6K as of Q3 2024.
  • Dimensional Global Core Plus Fixed Income ETF was a new Aspire Wealth Management position in Q3 2024.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.05% of Aspire Wealth Management's portfolio in Q3 2024, its #122 holding.
  • 74 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.