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

TCFG Wealth 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
Q3 		– Sell
-3,751
Closed -$204K – 269
2025
Q2 		$204K Sell
3,751
-287
-7% -$15.4K 0.09% 244
2025
Q1 		$216K Sell
4,038
-18,753
-82% -$997K 0.11% 214
2024
Q4 		$1.2M Buy
22,791
+694
+3% +$37.5K 0.61% 36
2024
Q3 		$1.22M Buy
+22,097
New +$1.2M 0.61% 41

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $488M AUM 19.82% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TCFG Wealth Management's DFGP Position: Q3 2025 in Review

TCFG Wealth Management sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q3 2025, closing a stake of 3,751 shares — an estimated $204K sold.

TCFG Wealth Management first reported a position in DFGP in Q3 2024 and held it in 4 quarters. The position peaked at $1.22M in Q3 2024. 141 funds tracked by Wall St. Rank hold DFGP as of Q3 2025.

  • TCFG Wealth Management reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • TCFG Wealth Management sold 3,751 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2025, an estimated $204K.
  • TCFG Wealth Management first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2024 and held it in 4 quarters.
  • TCFG Wealth Management's Dimensional Global Core Plus Fixed Income ETF position peaked at $1.22M in Q3 2024.
  • 141 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2025.

Based on TCFG Wealth Management's 13F filing for Q3 2025, filed 18 Nov 2025.