Concord Wealth Partners’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$191K Sell
3,512
-54
-2% -$2.94K 0.03% 204
2025
Q1
$191K Buy
3,566
+4
+0.1% +$214 0.03% 195
2024
Q4
$188K Buy
+3,562
New +$188K 0.03% 200