TWM
TCFG Wealth Management’s Dimensional Global Credit ETF DGCB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $599K | Sell |
11,050
-443
| -4% | -$24K | 0.27% | 99 |
|
2025
Q1 | $611K | Sell |
11,493
-41,022
| -78% | -$2.18M | 0.31% | 85 |
|
2024
Q4 | $2.76M | Buy |
52,515
+3,680
| +8% | +$194K | 1.39% | 12 |
|
2024
Q3 | $2.68M | Buy |
+48,835
| New | +$2.68M | 1.35% | 14 |
|