DWM
DPG

Dakota Wealth Management’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Dakota Wealth Management’s Portfolio DPG Stock Details DPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$149K Hold
12,020
– – ﹤0.01% 746
2025
Q1 		$147K Buy
12,020
+610
+5% +$7.46K ﹤0.01% 727
2024
Q4 		$133K Buy
+11,410
New +$133K ﹤0.01% 725