Bank of America
DFGP icon

Bank of America’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Bank of America’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 		$33.2M Sell
614,755
-19,222
-3% -$1.05M ﹤0.01% 1946
2025
Q4 		$34.3M Buy
633,977
+71,233
+13% +$3.92M ﹤0.01% 1840
2025
Q3 		$31.3M Buy
562,744
+40,639
+8% +$2.23M ﹤0.01% 2174
2025
Q2 		$28.4M Buy
522,105
+46,728
+10% +$2.5M ﹤0.01% 2209
2025
Q1 		$25.4M Sell
475,377
-34,908
-7% -$1.86M ﹤0.01% 2202
2024
Q4 		$27M Buy
510,285
+64,736
+15% +$3.5M ﹤0.01% 2036
2024
Q3 		$24.5M Buy
445,549
+52,964
+13% +$2.87M ﹤0.01% 2201
2024
Q2 		$20.8M Buy
392,585
+85,584
+28% +$4.52M ﹤0.01% 2219
2024
Q1 		$16.4M Buy
+307,001
New +$16.3M ﹤0.01% 2478

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $338M AUM 15.88% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return