Grand 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 | $6.21M | Buy |
113,914
+600
| +0.5% | +$32.7K | 3.19% | 8 |
|
|
2025
Q1 | $6.05M | Buy |
113,314
+44,365
| +64% | +$2.37M | 3.33% | 8 |
|
|
2024
Q4 | $3.64M | Buy |
68,949
+24,380
| +55% | +$1.29M | 2.03% | 11 |
|
|
2024
Q3 | $2.46M | Buy |
44,569
+15,780
| +55% | +$869K | 1.39% | 15 |
|
|
2024
Q2 | $1.52M | Sell |
28,789
-1,928
| -6% | -$102K | 0.9% | 17 |
|
|
2024
Q1 | $1.64M | Buy |
+30,717
| New | +$1.64M | 0.78% | 20 |
|