FWM
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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

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
JC
Jentner Corp Akron, Ohio $373M AUM 10.69% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 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 $9.02B AUM 20.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
MilWealth Group Milwaukee, Wisconsin $420M AUM 12.37% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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.