DKM Wealth Management
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
Q3 		$482K Buy
11,794
+1,000
+9% +$41.7K 0.31% 35
2026
Q2 		$433K Buy
10,794
+1,240
+13% +$48.5K 0.28% 39
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

Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
NavPoint Financial
NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Good Harbor Advisors
Good Harbor Advisors Gloucester, Massachusetts $107M AUM 11.17% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Certior Financial Group
Certior Financial Group King Of Prussia, Pennsylvania $184M AUM 12.97% 1-Year Est. Return
Mills Wealth Advisors
Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return

DKM Wealth Management's FPAG Position: Q3 2026 in Review

DKM Wealth Management increased its FPA Global Equity ETF (FPAG) stake by 9.3% in Q3 2026, buying an estimated $41.7K and bringing the position to 11,794 shares worth $482K. The position accounts for 0.31% of the portfolio, ranked #35.

DKM Wealth Management first reported a position in FPAG in Q4 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold FPAG as of Q3 2026.

  • DKM Wealth Management held 11,794 shares of FPA Global Equity ETF worth $482K as of Q3 2026.
  • DKM Wealth Management bought 1,000 FPA Global Equity ETF shares in Q3 2026, an estimated $41.7K.
  • FPA Global Equity ETF made up 0.31% of DKM Wealth Management's portfolio in Q3 2026, its #35 holding.
  • DKM Wealth Management first reported a position in FPA Global Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held FPA Global Equity ETF as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.