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Hutchens & Kramer Investment Management Group’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Hutchens & Kramer Investment Management 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
2024
Q3 		– Sell
-6,276
Closed -$330K – 161
2024
Q2 		$330K Buy
6,276
+2,192
+54% +$116K 0.18% 93
2024
Q1 		$216K Buy
+4,084
New +$216K 0.13% 142

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
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 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 $1.88B AUM 21.09% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's DFGP Position: Q3 2024 in Review

Hutchens & Kramer Investment Management Group sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q3 2024, closing a stake of 6,276 shares — an estimated $330K sold.

Hutchens & Kramer Investment Management Group first reported a position in DFGP in Q1 2024 and held it in 2 quarters. The position peaked at $330K in Q2 2024. 74 funds tracked by Wall St. Rank hold DFGP as of Q3 2024.

  • Hutchens & Kramer Investment Management Group reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 6,276 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2024, an estimated $330K.
  • Hutchens & Kramer Investment Management Group first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2024 and held it in 2 quarters.
  • Hutchens & Kramer Investment Management Group's Dimensional Global Core Plus Fixed Income ETF position peaked at $330K in Q2 2024.
  • 74 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2024.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q3 2024, filed 15 Oct 2024.