GM
GeoWealth Management’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 | $12.6M | Sell |
237,003
-64,972
| -22% | -$3.47M | 0.49% | 30 |
|
2025
Q1 | $15.8M | Buy |
301,975
+10,294
| +4% | +$538K | 0.63% | 26 |
|
2024
Q4 | $15.3M | Buy |
291,681
+290,956
| +40,132% | +$15.2M | 0.5% | 37 |
|
2024
Q3 | $39.2K | Buy |
725
+690
| +1,971% | +$37.3K | ﹤0.01% | 1144 |
|
2024
Q2 | $1.84K | Buy |
+35
| New | +$1.84K | ﹤0.01% | 856 |
|