Fidelity Investments
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Fidelity Investments’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Fidelity Investments’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
Q1 		– Sell
-12
Closed -$639 – 5429
2023
Q4 		$639 Buy
+12
New +$623 ﹤0.01% 4796

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
JC
Jentner Corp Akron, Ohio $373M AUM 10.69% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
MG
MilWealth Group Milwaukee, Wisconsin $420M AUM 12.37% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Fidelity Investments's DFGP Position: Q1 2024 in Review

Fidelity Investments sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q1 2024, closing a stake of 12 shares — an estimated $639 sold.

Fidelity Investments first reported a position in DFGP in Q4 2023 and held it in 1 quarter. The position peaked at $639 in Q4 2023. 36 funds tracked by Wall St. Rank hold DFGP as of Q1 2024.

  • Fidelity Investments reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 12 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2024, an estimated $639.
  • Fidelity Investments first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2023 and held it in 1 quarter.
  • Fidelity Investments's Dimensional Global Core Plus Fixed Income ETF position peaked at $639 in Q4 2023.
  • 36 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.