MWM
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Mattern Wealth Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Mattern Wealth Management’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 		– Sell
-4,060
Closed -$214K – 168
2024
Q4 		$214K Sell
4,060
-13,201
-76% -$714K 0.05% 161
2024
Q3 		$951K Buy
17,261
+6,171
+56% +$334K 0.21% 73
2024
Q2 		$587K Buy
+11,090
New +$585K 0.14% 92

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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 $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

Mattern Wealth Management's DFGP Position: Q1 2025 in Review

Mattern Wealth Management sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q1 2025, closing a stake of 4,060 shares — an estimated $214K sold.

Mattern Wealth Management first reported a position in DFGP in Q2 2024 and held it in 3 quarters. The position peaked at $951K in Q3 2024. 115 funds tracked by Wall St. Rank hold DFGP as of Q1 2025.

  • Mattern Wealth Management reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Mattern Wealth Management sold 4,060 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2025, an estimated $214K.
  • Mattern Wealth Management first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2024 and held it in 3 quarters.
  • Mattern Wealth Management's Dimensional Global Core Plus Fixed Income ETF position peaked at $951K in Q3 2024.
  • 115 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2025.

Based on Mattern Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.