GM
GeoWealth Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.58M | Buy |
157,388
+119,064
| +311% | +$6.49M | 0.33% | 38 |
|
|
2025
Q1 | $2.05M | Buy |
38,324
+7,651
| +25% | +$409K | 0.08% | 143 |
|
|
2024
Q4 | $1.62M | Buy |
30,673
+16,227
| +112% | +$857K | 0.05% | 205 |
|
|
2024
Q3 | $796K | Buy |
14,446
+7,301
| +102% | +$402K | 0.03% | 360 |
|
|
2024
Q2 | $378K | Buy |
7,145
+5,616
| +367% | +$297K | 0.02% | 509 |
|
|
2024
Q1 | $81.6K | Buy |
+1,529
| New | +$81.6K | ﹤0.01% | 785 |
|