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B.O.S.S. Retirement Advisors’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

B.O.S.S. Retirement Advisors’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
Q4 		– Sell
-18,320
Closed -$1.01M – 210
2024
Q3 		$1.01M Buy
18,320
+870
+5% +$47.2K 0.2% 122
2024
Q2 		$923K Buy
+17,450
New +$921K 0.24% 112

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
JC
Jentner Corp Akron, Ohio $373M AUM 10.69% 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
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 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

B.O.S.S. Retirement Advisors's DFGP Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q4 2024, closing a stake of 18,320 shares — an estimated $1.01M sold.

B.O.S.S. Retirement Advisors first reported a position in DFGP in Q2 2024 and held it in 2 quarters. The position peaked at $1.01M in Q3 2024. 107 funds tracked by Wall St. Rank hold DFGP as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 18,320 Dimensional Global Core Plus Fixed Income ETF shares in Q4 2024, an estimated $1.01M.
  • B.O.S.S. Retirement Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2024 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's Dimensional Global Core Plus Fixed Income ETF position peaked at $1.01M in Q3 2024.
  • 107 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.