Carson Wealth (CWM LLC)’s Dimensional Global Credit ETF DGCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42K | Hold |
775
| – | – | ﹤0.01% | 3408 |
|
|
2025
Q1 | $41K | Buy |
775
+5
| +0.6% | +$265 | ﹤0.01% | 3133 |
|
|
2024
Q4 | $41K | Buy |
770
+241
| +46% | +$12.8K | ﹤0.01% | 2943 |
|
|
2024
Q3 | $29K | Buy |
+529
| New | +$29K | ﹤0.01% | 3108 |
|
|
2024
Q1 | – | Sell |
-393
| Closed | -$21K | – | 4392 |
|
|
2023
Q4 | $21K | Buy |
+393
| New | +$21K | ﹤0.01% | 2735 |
|