EverSource Wealth Advisors’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 | $1.54M | Buy |
28,773
+2,510
| +10% | +$134K | 0.07% | 197 |
|
2025
Q1 | $1.37M | Buy |
26,263
+5,225
| +25% | +$273K | 0.08% | 197 |
|
2024
Q4 | $1.1M | Buy |
21,038
+2,677
| +15% | +$140K | 0.06% | 230 |
|
2024
Q3 | $994K | Buy |
18,361
+1,372
| +8% | +$74.2K | 0.06% | 221 |
|
2024
Q2 | $906K | Buy |
16,989
+1,787
| +12% | +$95.3K | 0.06% | 228 |
|
2024
Q1 | $791K | Buy |
+15,202
| New | +$791K | 0.06% | 211 |
|