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Raymond James & Associates’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Raymond James & Associates’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
Q3 		$627K Buy
+11,384
New +$617K ﹤0.01% 2976

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
JC
Jentner Corp Akron, Ohio $373M AUM 10.69% 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
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 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 $2.31B AUM 26.52% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

Raymond James & Associates's DFGP Position: Q3 2024 in Review

Raymond James & Associates opened a new position in Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q3 2024: 11,384 shares worth $627K. The stake represents ﹤0.01% of the portfolio and ranks #2976 among its holdings.

74 funds tracked by Wall St. Rank hold DFGP as of Q3 2024.

  • Raymond James & Associates held 11,384 shares of Dimensional Global Core Plus Fixed Income ETF worth $627K as of Q3 2024.
  • Dimensional Global Core Plus Fixed Income ETF was a new Raymond James & Associates position in Q3 2024.
  • Dimensional Global Core Plus Fixed Income ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2976 holding.
  • 74 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.