MWM
Mattern Wealth Management’s Dimensional Global Credit ETF DGCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
219,719
+30,953
| +16% | +$1.68M | 2.48% | 11 |
|
|
2025
Q1 | $10M | Buy |
188,766
+14,691
| +8% | +$781K | 2.22% | 13 |
|
|
2024
Q4 | $9.16M | Sell |
174,075
-6,709
| -4% | -$353K | 2.02% | 13 |
|
|
2024
Q3 | $9.91M | Buy |
180,784
+104,158
| +136% | +$5.71M | 2.18% | 12 |
|
|
2024
Q2 | $4.04M | Buy |
76,626
+30,092
| +65% | +$1.58M | 0.97% | 23 |
|
|
2024
Q1 | $2.46M | Buy |
+46,534
| New | +$2.46M | 0.6% | 50 |
|