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

Congress 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
2025 Q2	$1.38M	Buy	25,360 +1,958	+8%	+$105K	0.01%	626
2025 Q1	$1.25M	Buy	+23,402	New	+$1.24M	0.02%	578

Other funds holding DFGP

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return

Jentner Corp Akron, Ohio $373M AUM 10.69% 1-Year Est. Return

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return