DWM
FPAG icon

DKM Wealth Management’s FPA Global Equity ETF FPAG Stock Holding History

DKM Wealth Management’s Portfolio FPAG Stock Details FPAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$347K Buy
9,554
+3,884
+69% +$148K 0.25% 41
2025
Q4 		$210K Buy
+5,670
New +$206K 0.16% 57

Other funds holding FPAG

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $527M AUM 16.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NF
NavPoint Financial Prior Lake, Minnesota $247M AUM 14.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

DKM Wealth Management's FPAG Position: Q1 2026 in Review

DKM Wealth Management increased its FPA Global Equity ETF (FPAG) stake by 69% in Q1 2026, buying an estimated $148K and bringing the position to 9,554 shares worth $347K. The position accounts for 0.25% of the portfolio, ranked #41.

DKM Wealth Management first reported a position in FPAG in Q4 2025 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold FPAG as of Q1 2026.

  • DKM Wealth Management held 9,554 shares of FPA Global Equity ETF worth $347K as of Q1 2026.
  • DKM Wealth Management bought 3,884 FPA Global Equity ETF shares in Q1 2026, an estimated $148K.
  • FPA Global Equity ETF made up 0.25% of DKM Wealth Management's portfolio in Q1 2026, its #41 holding.
  • DKM Wealth Management first reported a position in FPA Global Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held FPA Global Equity ETF as of Q1 2026.

Based on DKM Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.