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Simplicity Wealth’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Simplicity Wealth’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 		– Sell
-292,168
Closed -$15.5M – 664
2024
Q2 		$15.5M Buy
+292,168
New +$15.4M 0.35% 50

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
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 $388M AUM 14.69% 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
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return

Simplicity Wealth's DFGP Position: Q3 2024 in Review

Simplicity Wealth sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q3 2024, closing a stake of 292,168 shares — an estimated $15.5M sold.

Simplicity Wealth first reported a position in DFGP in Q2 2024 and held it in 1 quarter. The position peaked at $15.5M in Q2 2024. 74 funds tracked by Wall St. Rank hold DFGP as of Q3 2024.

  • Simplicity Wealth reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 292,168 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2024, an estimated $15.5M.
  • Simplicity Wealth first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2024 and held it in 1 quarter.
  • Simplicity Wealth's Dimensional Global Core Plus Fixed Income ETF position peaked at $15.5M in Q2 2024.
  • 74 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.