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Elwood & Goetz Wealth Advisory Group’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
Q4 		– Sell
-5,181
Closed -$288K – 136
2025
Q3 		$288K Buy
+5,181
New +$284K 0.06% 100

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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $488M AUM 19.82% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's DFGP Position: Q4 2025 in Review

Elwood & Goetz Wealth Advisory Group sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q4 2025, closing a stake of 5,181 shares — an estimated $288K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in DFGP in Q3 2025 and held it in 1 quarter. The position peaked at $288K in Q3 2025. 164 funds tracked by Wall St. Rank hold DFGP as of Q4 2025.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 5,181 Dimensional Global Core Plus Fixed Income ETF shares in Q4 2025, an estimated $288K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2025 and held it in 1 quarter.
  • Elwood & Goetz Wealth Advisory Group's Dimensional Global Core Plus Fixed Income ETF position peaked at $288K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q4 2025.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q4 2025, filed 21 Jan 2026.