PWM
PBMares Wealth Management’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 | – | Sell |
-4,983
| Closed | -$266K | – | 192 |
|
|
2025
Q1 | $266K | Hold |
4,983
| – | – | 0.05% | 165 |
|
|
2024
Q4 | $263K | Buy |
4,983
+405
| +9% | +$21.4K | 0.05% | 164 |
|
|
2024
Q3 | $252K | Hold |
4,578
| – | – | 0.05% | 163 |
|
|
2024
Q2 | $242K | Buy |
+4,578
| New | +$242K | 0.06% | 161 |
|