MWP
Meredith Wealth Planning’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.89M | Buy |
71,470
+7,222
| +11% | +$394K | 1.41% | 12 |
|
2025
Q1 | $3.43M | Buy |
64,248
+259
| +0.4% | +$13.8K | 1.51% | 12 |
|
2024
Q4 | $3.38M | Buy |
63,989
+12,959
| +25% | +$685K | 1.51% | 12 |
|
2024
Q3 | $2.81M | Buy |
51,030
+18,377
| +56% | +$1.01M | 1.34% | 12 |
|
2024
Q2 | $1.73M | Buy |
32,653
+28,596
| +705% | +$1.51M | 0.91% | 18 |
|
2024
Q1 | $217K | Buy |
+4,057
| New | +$217K | 0.12% | 41 |
|