AWA
Acorn Wealth Advisors’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Sell |
71,592
-1,523
| -2% | -$83K | 1.45% | 15 |
|
|
2025
Q1 | $3.91M | Sell |
73,115
-939
| -1% | -$50.2K | 1.63% | 12 |
|
|
2024
Q4 | $3.91M | Buy |
74,054
+10,574
| +17% | +$559K | 1.62% | 13 |
|
|
2024
Q3 | $3.5M | Buy |
63,480
+20,746
| +49% | +$1.14M | 1.5% | 14 |
|
|
2024
Q2 | $2.26M | Buy |
42,734
+16,286
| +62% | +$862K | 1.12% | 23 |
|
|
2024
Q1 | $1.41M | Buy |
+26,448
| New | +$1.41M | 0.74% | 34 |
|