MWM
Mattern Wealth 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 | $16.3M | Buy |
305,510
+3,663
| +1% | +$195K | 3.39% | 8 |
|
|
2025
Q1 | $15.8M | Buy |
301,847
+20,613
| +7% | +$1.08M | 3.49% | 7 |
|
|
2024
Q4 | $14.7M | Buy |
281,234
+12,399
| +5% | +$649K | 3.25% | 8 |
|
|
2024
Q3 | $14.5M | Buy |
268,835
+176,090
| +190% | +$9.53M | 3.2% | 7 |
|
|
2024
Q2 | $4.87M | Buy |
92,745
+17,156
| +23% | +$901K | 1.17% | 20 |
|
|
2024
Q1 | $4.01M | Buy |
75,589
+68,234
| +928% | +$3.62M | 0.97% | 27 |
|
|
2023
Q4 | $388K | Buy |
+7,355
| New | +$388K | 0.1% | 123 |
|