Triad Wealth Partners’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
$740K Buy
13,585
+6,118
+82% +$333K 0.15% 105
2025
Q1
$399K Buy
+7,467
New +$399K 0.12% 122