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RAFFA WEALTH MANAGEMENT, LLC’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
-2,653
Closed -$145K – 1188
2025
Q2 		$145K Buy
+2,653
New +$142K 0.03% 102

Other funds holding DFGP

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MPW
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VBA
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BPA
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W
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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 $9.02B AUM 20.58% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's DFGP Position: Q3 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q3 2025, closing a stake of 2,653 shares — an estimated $145K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DFGP in Q2 2025 and held it in 1 quarter. The position peaked at $145K in Q2 2025. 140 funds tracked by Wall St. Rank hold DFGP as of Q3 2025.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 2,653 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2025, an estimated $145K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2025 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's Dimensional Global Core Plus Fixed Income ETF position peaked at $145K in Q2 2025.
  • 140 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2025, filed 27 Jul 2026.