AWM
Able Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,870
| Closed | -$284K | – | 97 |
|
|
2024
Q4 | $284K | Buy |
6,870
+1,383
| +25% | +$57.1K | 0.19% | 74 |
|
|
2024
Q3 | $237K | Hold |
5,487
| – | – | 0.18% | 83 |
|
|
2024
Q2 | $228K | Hold |
5,487
| – | – | 0.19% | 76 |
|
|
2024
Q1 | $230K | Buy |
5,487
+826
| +18% | +$34.7K | 0.2% | 81 |
|
|
2023
Q4 | $198K | Buy |
+4,661
| New | +$198K | 0.18% | 75 |
|