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Lane & Associates’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Lane & Associates’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
Q1 		$413K Buy
7,728
+275
+4% +$14.6K 0.22% 73
2024
Q4 		$396K Buy
7,453
+3,334
+81% +$180K 0.2% 82
2024
Q3 		$227K Buy
+4,119
New +$223K 0.12% 107

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
JC
Jentner Corp Akron, Ohio $373M AUM 10.69% 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
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 $2.31B AUM 26.52% 1-Year Est. Return

Lane & Associates's DFGP Position: Q1 2025 in Review

Lane & Associates increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 3.7% in Q1 2025, buying an estimated $14.6K and bringing the position to 7,728 shares worth $413K. The position accounts for 0.22% of the portfolio, ranked #73.

Lane & Associates first reported a position in DFGP in Q3 2024 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold DFGP as of Q1 2025.

  • Lane & Associates held 7,728 shares of Dimensional Global Core Plus Fixed Income ETF worth $413K as of Q1 2025.
  • Lane & Associates bought 275 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2025, an estimated $14.6K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.22% of Lane & Associates's portfolio in Q1 2025, its #73 holding.
  • Lane & Associates first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2024 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.