OLVIG
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Oliver Lagore Vanvalin Investment Group’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Oliver Lagore Vanvalin Investment 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
Q4 		$199K Buy
3,772
+2,405
+176% +$130K 0.05% 120
2024
Q3 		$75.3K Buy
1,367
+135
+11% +$7.32K 0.02% 203
2024
Q2 		$65.2K Buy
+1,232
New +$65K 0.02% 212

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

Oliver Lagore Vanvalin Investment Group's DFGP Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 176% in Q4 2024, buying an estimated $130K and bringing the position to 3,772 shares worth $199K. The position accounts for 0.05% of the portfolio, ranked #120.

Oliver Lagore Vanvalin Investment Group first reported a position in DFGP in Q2 2024 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold DFGP as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 3,772 shares of Dimensional Global Core Plus Fixed Income ETF worth $199K as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group bought 2,405 Dimensional Global Core Plus Fixed Income ETF shares in Q4 2024, an estimated $130K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.05% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #120 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2024 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.