Fairhaven Wealth Management
DFGP icon

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

Fairhaven 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
2024
Q4 		$283K Buy
+5,351
New +$289K 0.09% 85

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Fairhaven Wealth Management's DFGP Position: Q4 2024 in Review

Fairhaven Wealth Management opened a new position in Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q4 2024: 5,351 shares worth $283K. The stake represents 0.09% of the portfolio and ranks #85 among its holdings.

107 funds tracked by Wall St. Rank hold DFGP as of Q4 2024.

  • Fairhaven Wealth Management held 5,351 shares of Dimensional Global Core Plus Fixed Income ETF worth $283K as of Q4 2024.
  • Dimensional Global Core Plus Fixed Income ETF was a new Fairhaven Wealth Management position in Q4 2024.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.09% of Fairhaven Wealth Management's portfolio in Q4 2024, its #85 holding.
  • 107 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.