Porter White Investment Advisors’s Dimensional Global ex US Core Fixed Income ETF DFGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
40,358
+6,678
| +20% | +$356K | 1% | 15 |
|
|
2025
Q1 | $1.76M | Buy |
33,680
+18,995
| +129% | +$993K | 0.87% | 17 |
|
|
2024
Q4 | $768K | Buy |
14,685
+5,207
| +55% | +$272K | 0.39% | 24 |
|
|
2024
Q3 | $513K | Buy |
9,478
+1,144
| +14% | +$61.9K | 0.26% | 26 |
|
|
2024
Q2 | $438K | Buy |
8,334
+753
| +10% | +$39.6K | 0.23% | 27 |
|
|
2024
Q1 | $402K | Buy |
+7,581
| New | +$402K | 0.21% | 27 |
|