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Helen Stephens Group’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Helen Stephens 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
Q3 		– Sell
-4,640
Closed -$253K – 108
2025
Q2 		$253K Buy
4,640
+146
+3% +$7.82K 0.06% 76
2025
Q1 		$240K Buy
4,494
+572
+15% +$30.4K 0.07% 79
2024
Q4 		$207K Buy
3,922
+227
+6% +$12.3K 0.06% 84
2024
Q3 		$204K Buy
+3,695
New +$200K 0.06% 86

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 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
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Helen Stephens Group's DFGP Position: Q3 2025 in Review

Helen Stephens Group sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q3 2025, closing a stake of 4,640 shares — an estimated $253K sold.

Helen Stephens Group first reported a position in DFGP in Q3 2024 and held it in 4 quarters. The position peaked at $253K in Q2 2025. 140 funds tracked by Wall St. Rank hold DFGP as of Q3 2025.

  • Helen Stephens Group reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Helen Stephens Group sold 4,640 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2025, an estimated $253K.
  • Helen Stephens Group first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2024 and held it in 4 quarters.
  • Helen Stephens Group's Dimensional Global Core Plus Fixed Income ETF position peaked at $253K in Q2 2025.
  • 140 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2025.

Based on Helen Stephens Group's 13F filing for Q3 2025, filed 2 Oct 2025.