SWM
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Sanctuary 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
2024
Q4
$4.88M Buy
92,387
+31,971
+53% +$1.69M 3.23% 10
2024
Q3
$3.33M Buy
60,416
+16,087
+36% +$886K 2.38% 12
2024
Q2
$2.35M Buy
44,329
+16,215
+58% +$858K 1.78% 13
2024
Q1
$1.5M Buy
+28,114
New +$1.5M 1.22% 18