Phillips Financial Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,167
| Closed | -$116K | – | 280 |
|
|
2025
Q1 | $116K | Hold |
2,167
| – | – | 0.01% | 194 |
|
|
2024
Q4 | $114K | Hold |
2,167
| – | – | 0.01% | 187 |
|
|
2024
Q3 | $119K | Sell |
2,167
-844
| -28% | -$46.5K | 0.01% | 198 |
|
|
2024
Q2 | $159K | Sell |
3,011
-1,527
| -34% | -$80.8K | 0.01% | 189 |
|
|
2024
Q1 | $242K | Buy |
+4,538
| New | +$242K | 0.02% | 163 |
|