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

Tandem Wealth Advisors’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
Q1 		– Sell
-1,143
Closed -$60.9K – 54
2023
Q4 		$60.9K Buy
+1,143
New +$59.3K 0.04% 52

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 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

Tandem Wealth Advisors's DFGP Position: Q1 2024 in Review

Tandem Wealth Advisors sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q1 2024, closing a stake of 1,143 shares — an estimated $60.9K sold.

Tandem Wealth Advisors first reported a position in DFGP in Q4 2023 and held it in 1 quarter. The position peaked at $60.9K in Q4 2023. 36 funds tracked by Wall St. Rank hold DFGP as of Q1 2024.

  • Tandem Wealth Advisors reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
  • Tandem Wealth Advisors sold 1,143 Dimensional Global Core Plus Fixed Income ETF shares in Q1 2024, an estimated $60.9K.
  • Tandem Wealth Advisors first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2023 and held it in 1 quarter.
  • Tandem Wealth Advisors's Dimensional Global Core Plus Fixed Income ETF position peaked at $60.9K in Q4 2023.
  • 36 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q1 2024.

Based on Tandem Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.