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Main Street Financial Solutions’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Main Street Financial Solutions’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
-5,308
Closed -$289K – 618
2025
Q2 		$289K Sell
5,308
-345
-6% -$18.5K 0.02% 460
2025
Q1 		$302K Buy
5,653
+991
+21% +$52.7K 0.03% 405
2024
Q4 		$246K Buy
+4,662
New +$252K 0.02% 422

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $488M AUM 19.82% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 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 $10.6B AUM 25.02% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Main Street Financial Solutions's DFGP Position: Q3 2025 in Review

Main Street Financial Solutions sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q3 2025, closing a stake of 5,308 shares — an estimated $289K sold.

Main Street Financial Solutions first reported a position in DFGP in Q4 2024 and held it in 3 quarters. The position peaked at $302K in Q1 2025. 141 funds tracked by Wall St. Rank hold DFGP as of Q3 2025.

  • Main Street Financial Solutions reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Main Street Financial Solutions sold 5,308 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2025, an estimated $289K.
  • Main Street Financial Solutions first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and held it in 3 quarters.
  • Main Street Financial Solutions's Dimensional Global Core Plus Fixed Income ETF position peaked at $302K in Q1 2025.
  • 141 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2025.

Based on Main Street Financial Solutions's 13F filing for Q3 2025, filed 14 Nov 2025.