UMA Financial Services »

Dimensional Global Core Plus Fixed Income Etf shares owned by UMA Financial Services

Quarter-by-quarter ownership of Dimensional Global Core Plus Fixed Income Etf (DFGP) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Dimensional Global Core Plus Fixed Income Etf

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Global Core Plus Fixed Income Etf held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Global Core Plus Fixed Income Etf by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $53k 961 55.57
2025-06-30 $47k 862 54.49
2025-03-31 $19k 347 53.43
2024-12-31 $10k 194 52.84

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Dimensional Global Core Plus Fixed Income Etf

Forum Financial Management
Maseco
von Borstel & Associates
Beacon Pointe Advisors
WPWealth
Ruedi Wealth Management
Penobscot Wealth Management
Vestmark Advisory Solutions
Curio Wealth
Envestnet Asset Management
Mach-1 Financial Group
TCI Wealth Advisors
AE Wealth Management
McCarthy Grittinger Financial Group
Integrity Alliance

View all funds holding Dimensional Global Core Plus Fixed Income Etf