CWM
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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

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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $488M AUM 19.82% 1-Year Est. Return
JC
Jentner Corp Akron, Ohio $373M AUM 10.69% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Congress Wealth Management's DFGP Position: Q2 2025 in Review

Congress Wealth Management increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 8.4% in Q2 2025, buying an estimated $105K and bringing the position to 25,360 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #626.

Congress Wealth Management first reported a position in DFGP in Q1 2025 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold DFGP as of Q2 2025.

  • Congress Wealth Management held 25,360 shares of Dimensional Global Core Plus Fixed Income ETF worth $1.38M as of Q2 2025.
  • Congress Wealth Management bought 1,958 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2025, an estimated $105K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #626 holding.
  • Congress Wealth Management first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2025 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.