YWM
DFGX icon

Yardley Wealth Management’s Dimensional Global ex US Core Fixed Income ETF DFGX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.3M Buy
192,920
+6,222
+3% +$332K 5.63% 6
2025
Q1
$9.76M Sell
186,698
-32,556
-15% -$1.7M 5.75% 6
2024
Q4
$11.5M Buy
219,254
+39,318
+22% +$2.07M 5.6% 5
2024
Q3
$9.74M Buy
+179,936
New +$9.74M 5.77% 6