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Keel Point’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Keel Point’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 		– Sell
-6,920
Closed -$381K – 448
2024
Q3 		$381K Buy
+6,920
New +$375K 0.03% 290

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
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
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 $1.88B AUM 21.09% 1-Year Est. Return

Keel Point's DFGP Position: Q4 2024 in Review

Keel Point sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q4 2024, closing a stake of 6,920 shares — an estimated $381K sold.

Keel Point first reported a position in DFGP in Q3 2024 and held it in 1 quarter. The position peaked at $381K in Q3 2024. 107 funds tracked by Wall St. Rank hold DFGP as of Q4 2024.

  • Keel Point reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • Keel Point sold 6,920 Dimensional Global Core Plus Fixed Income ETF shares in Q4 2024, an estimated $381K.
  • Keel Point first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2024 and held it in 1 quarter.
  • Keel Point's Dimensional Global Core Plus Fixed Income ETF position peaked at $381K in Q3 2024.
  • 107 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q4 2024.

Based on Keel Point's 13F filing for Q4 2024, filed 14 Feb 2025.