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

Wise Wealth Partners’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
Q4 		– Sell
-30,603
Closed -$1.7M – 51
2025
Q3 		$1.7M Sell
30,603
-8,249
-21% -$453K 2.6% 6
2025
Q2 		$2.12M Buy
+38,852
New +$2.08M 3.54% 6

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 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
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

Wise Wealth Partners's DFGP Position: Q4 2025 in Review

Wise Wealth Partners sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q4 2025, closing a stake of 30,603 shares — an estimated $1.7M sold.

Wise Wealth Partners first reported a position in DFGP in Q2 2025 and held it in 2 quarters. The position peaked at $2.12M in Q2 2025. 163 funds tracked by Wall St. Rank hold DFGP as of Q4 2025.

  • Wise Wealth Partners reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Wise Wealth Partners sold 30,603 Dimensional Global Core Plus Fixed Income ETF shares in Q4 2025, an estimated $1.7M.
  • Wise Wealth Partners first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2025 and held it in 2 quarters.
  • Wise Wealth Partners's Dimensional Global Core Plus Fixed Income ETF position peaked at $2.12M in Q2 2025.
  • 163 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q4 2025.

Based on Wise Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.