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Dimensional Global Core Plus Fixed Income Etf shares owned by Schwarz Dygos Wheeler Investment Advisors

Quarter-by-quarter ownership of Dimensional Global Core Plus Fixed Income Etf (DFGP) shares owned by Schwarz Dygos Wheeler Investment Advisors from 13F filings

Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Dimensional Global Core Plus Fixed Income Etf

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All positions including Dimensional Global Core Plus Fixed Income Etf held by Schwarz Dygos Wheeler Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Global Core Plus Fixed Income Etf by Schwarz Dygos Wheeler Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 49k 55.10
2024-06-30 $391k 7.4k 52.91
2024-03-31 $317k 5.9k 53.38

More positions owned by Schwarz Dygos Wheeler Investment Advisors

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core Div Grwth (DGRO)
Sprott Physical Gold Tr Unit (PHYS)
Ishares Tr Select Divid Etf (DVY)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
UnitedHealth (UNH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Karooooo Ord Shs (KARO)
Microsoft Corporation (MSFT)
American Centy Etf Tr Emerging Mkt Val (AVES)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for Schwarz Dygos Wheeler Investment Advisors

Top funds holding Dimensional Global Core Plus Fixed Income Etf

Forum Financial Management
Jentner
Vestmark Advisory Solutions
von Borstel & Associates
Ruedi Wealth Management
AE Wealth Management
McCarthy Grittinger Financial Group
Bank of America Corporation
TCI Wealth Advisors
Straight Path Wealth Management
Commonwealth Equity Services
DiNuzzo Private Wealth
Goss Wealth Management
Archer Investment Management
Envestnet Asset Management

View all funds holding Dimensional Global Core Plus Fixed Income Etf