SPWM
DFGP icon

Straight Path Wealth Management’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Straight Path Wealth Management’s Portfolio DFGP Stock Details DFGP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$21.3M Buy
391,277
+11,936
+3% +$650K 7.24% 4
2025
Q1 		$20.3M Buy
379,341
+12,439
+3% +$665K 8.2% 4
2024
Q4 		$19.4M Buy
366,902
+12,938
+4% +$684K 7.67% 3
2024
Q3 		$19.5M Buy
+353,964
New +$19.5M 8.4% 3