Red Lighthouse Investment Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Red Lighthouse Investment 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
2026 Q1	$6.85M	Buy	126,786 +12,873	+11%	+$700K	2.31%	9
2025 Q4	$6.16M	Buy	113,913 +29,657	+35%	+$1.63M	2.2%	10
2025 Q3	$4.68M	Buy	84,256 +35,855	+74%	+$1.97M	1.64%	11
2025 Q2	$2.64M	Buy	48,401 +45,736	+1,716%	+$2.45M	1.01%	16
2025 Q1	$142K	Sell	2,665 -34,258	-93%	-$1.82M	0.06%	74
2024 Q4	$1.95M	Buy	36,923 +16,978	+85%	+$918K	0.77%	20
2024 Q3	$1.1M	Buy	19,945 +10,714	+116%	+$581K	0.43%	28
2024 Q2	$488K	Buy	9,231 +6,566	+246%	+$347K	0.2%	44
2024 Q1	$142K	Buy	+2,665	New	+$141K	0.06%	74

Other funds holding DFGP

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $338M AUM 15.88% 1-Year Est. Return

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return