Mattern Wealth Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,060
Closed -$214K 168
2024
Q4
$214K Sell
4,060
-13,201
-76% -$697K 0.05% 161
2024
Q3
$951K Buy
17,261
+6,171
+56% +$340K 0.21% 73
2024
Q2
$587K Buy
+11,090
New +$587K 0.14% 92