PWM
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PBMares Wealth Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

PBMares 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
Q2 		– Sell
-4,983
Closed -$266K – 192
2025
Q1 		$266K Hold
4,983
– – 0.05% 165
2024
Q4 		$263K Buy
4,983
+405
+9% +$21.9K 0.05% 164
2024
Q3 		$252K Hold
4,578
– – 0.05% 163
2024
Q2 		$242K Buy
+4,578
New +$242K 0.06% 161

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 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
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

PBMares Wealth Management's DFGP Position: Q2 2025 in Review

PBMares Wealth Management sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q2 2025, closing a stake of 4,983 shares — an estimated $266K sold.

PBMares Wealth Management first reported a position in DFGP in Q2 2024 and held it in 4 quarters. The position peaked at $266K in Q1 2025. 128 funds tracked by Wall St. Rank hold DFGP as of Q2 2025.

  • PBMares Wealth Management reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • PBMares Wealth Management sold 4,983 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2025, an estimated $266K.
  • PBMares Wealth Management first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2024 and held it in 4 quarters.
  • PBMares Wealth Management's Dimensional Global Core Plus Fixed Income ETF position peaked at $266K in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2025.

Based on PBMares Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.