United Wealth Management’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
$18.9M Buy
346,111
+9,606
+3% +$523K 5.48% 7
2025
Q1
$18M Buy
336,505
+58,437
+21% +$3.12M 5.63% 7
2024
Q4
$14.7M Buy
+278,068
New +$14.7M 4.95% 7