Schwarz Dygos Wheeler Investment Advisors’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 | $3.35M | Buy |
61,531
+8,928
| +17% | +$486K | 0.76% | 32 |
|
|
2025
Q1 | $2.81M | Buy |
52,603
+177
| +0.3% | +$9.46K | 0.67% | 34 |
|
|
2024
Q4 | $2.77M | Buy |
52,426
+3,710
| +8% | +$196K | 0.68% | 31 |
|
|
2024
Q3 | $2.68M | Buy |
48,716
+41,323
| +559% | +$2.28M | 0.67% | 34 |
|
|
2024
Q2 | $391K | Buy |
7,393
+1,460
| +25% | +$77.2K | 0.1% | 102 |
|
|
2024
Q1 | $317K | Buy |
+5,933
| New | +$317K | 0.09% | 117 |
|