Firethorn Wealth Partners’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Firethorn Wealth Partners’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
2026 Q2	$1.89M	Buy	34,710 +563	+2%	+$30.6K	0.61%	35
2026 Q1	$1.84M	Sell	34,147 -1,270	-4%	-$69.1K	0.68%	34
2025 Q4	$1.91M	Buy	35,417 +419	+1%	+$23.1K	0.72%	32
2025 Q3	$1.94M	Sell	34,998 -587	-2%	-$32.2K	0.77%	30
2025 Q2	$1.94M	Sell	35,585 -481	-1%	-$25.7K	0.84%	28
2025 Q1	$1.93M	Sell	36,066 -666	-2%	-$35.4K	0.92%	25
2024 Q4	$1.94M	Buy	36,732 +2,950	+9%	+$160K	0.96%	25
2024 Q3	$1.86M	Sell	33,782 -3,108	-8%	-$168K	0.94%	26
2024 Q2	$1.95M	Buy	36,890 +10,181	+38%	+$537K	1.1%	22
2024 Q1	$1.43M	Buy	26,709 +19,744	+283%	+$1.05M	0.84%	28
2023 Q4	$371K	Buy	+6,965	New	+$362K	0.24%	83

Other funds holding DFGP

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Outbound Financial Inc Boulder, Colorado $154M AUM 16.38% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return