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Phillips Financial Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Phillips Financial 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
-2,167
Closed -$116K – 280
2025
Q1 		$116K Hold
2,167
– – 0.01% 194
2024
Q4 		$114K Hold
2,167
– – 0.01% 187
2024
Q3 		$119K Sell
2,167
-844
-28% -$45.7K 0.01% 198
2024
Q2 		$159K Sell
3,011
-1,527
-34% -$80.6K 0.01% 189
2024
Q1 		$242K Buy
+4,538
New +$240K 0.02% 163

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

Phillips Financial Management's DFGP Position: Q2 2025 in Review

Phillips Financial Management sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q2 2025, closing a stake of 2,167 shares — an estimated $116K sold.

Phillips Financial Management first reported a position in DFGP in Q1 2024 and held it in 5 quarters. The position peaked at $242K in Q1 2024. 128 funds tracked by Wall St. Rank hold DFGP as of Q2 2025.

  • Phillips Financial Management reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Phillips Financial Management sold 2,167 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2025, an estimated $116K.
  • Phillips Financial Management first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q1 2024 and held it in 5 quarters.
  • Phillips Financial Management's Dimensional Global Core Plus Fixed Income ETF position peaked at $242K in Q1 2024.
  • 128 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2025.

Based on Phillips Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.