Carson Wealth (CWM LLC)’s Dimensional Global ex US Core Fixed Income ETF DFGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Hold |
2,417
| – | – | ﹤0.01% | 2498 |
|
|
2025
Q1 | $126K | Buy |
2,417
+1
| +0% | +$52 | ﹤0.01% | 2234 |
|
|
2024
Q4 | $126K | Buy |
2,416
+493
| +26% | +$25.7K | ﹤0.01% | 2124 |
|
|
2024
Q3 | $104K | Buy |
+1,923
| New | +$104K | ﹤0.01% | 2172 |
|
|
2024
Q1 | – | Sell |
-793
| Closed | -$42K | – | 4389 |
|
|
2023
Q4 | $42K | Buy |
+793
| New | +$42K | ﹤0.01% | 2288 |
|