KFG Wealth Management’s Dimensional Global ex US Core Fixed Income ETF DFGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,460
| Closed | -$233K | – | 202 |
|
|
2025
Q1 | $233K | Sell |
4,460
-835
| -16% | -$43.6K | 0.04% | 171 |
|
|
2024
Q4 | $277K | Sell |
5,295
-586
| -10% | -$30.7K | 0.05% | 157 |
|
|
2024
Q3 | $318K | Buy |
5,881
+879
| +18% | +$47.6K | 0.07% | 136 |
|
|
2024
Q2 | $263K | Buy |
5,002
+915
| +22% | +$48.1K | 0.1% | 134 |
|
|
2024
Q1 | $217K | Buy |
+4,087
| New | +$217K | 0.09% | 152 |
|