Congress Wealth Management’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	$1.38M	Buy	25,360 +1,958	+8%	+$107K	0.01%	626
2025 Q1	$1.25M	Buy	+23,402	New	+$1.25M	0.02%	578