TWA
TCI Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32M | Buy |
588,022
+127,712
| +28% | +$6.96M | 2.2% | 12 |
|
|
2025
Q1 | $24.6M | Buy |
460,310
+20,513
| +5% | +$1.1M | 1.97% | 15 |
|
|
2024
Q4 | $23.2M | Buy |
439,797
+17,006
| +4% | +$898K | 1.94% | 15 |
|
|
2024
Q3 | $23.3M | Sell |
422,791
-5,597
| -1% | -$308K | 1.96% | 14 |
|
|
2024
Q2 | $22.7M | Buy |
428,388
+21,719
| +5% | +$1.15M | 2.14% | 11 |
|
|
2024
Q1 | $21.7M | Buy |
406,669
+11,923
| +3% | +$636K | 2.14% | 11 |
|
|
2023
Q4 | $21M | Buy |
+394,746
| New | +$21M | 2.24% | 11 |
|