Wealth Enhancement Advisory Services
DFGP icon

Wealth Enhancement Advisory Services’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio DFGP Stock Details DFGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$440K Sell
8,126
-330
-4% -$18K ﹤0.01% 2430
2025
Q4 		$459K Sell
8,456
-2,006
-19% -$110K ﹤0.01% 2544
2025
Q3 		$582K Sell
10,462
-1,173
-10% -$64.4K ﹤0.01% 2242
2025
Q2 		$634K Buy
11,635
+2,816
+32% +$151K ﹤0.01% 2041
2025
Q1 		$471K Sell
8,819
-15,037
-63% -$799K ﹤0.01% 2112
2024
Q4 		$1.26M Buy
23,856
+1,371
+6% +$74.2K ﹤0.01% 1423
2024
Q3 		$1.24M Buy
22,485
+14,834
+194% +$804K ﹤0.01% 1285
2024
Q2 		$405K Buy
+7,651
New +$404K ﹤0.01% 1775

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