AWA
Acorn Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.8M | Buy |
160,995
+13,606
| +9% | +$575K | 2.53% | 5 |
|
|
2025
Q1 | $6.2M | Sell |
147,389
-19,709
| -12% | -$829K | 2.58% | 4 |
|
|
2024
Q4 | $6.9M | Sell |
167,098
-21,930
| -12% | -$905K | 2.85% | 4 |
|
|
2024
Q3 | $8.16M | Buy |
189,028
+33,381
| +21% | +$1.44M | 3.51% | 4 |
|
|
2024
Q2 | $6.47M | Buy |
155,647
+32,393
| +26% | +$1.35M | 3.2% | 5 |
|
|
2024
Q1 | $5.17M | Buy |
123,254
+35,268
| +40% | +$1.48M | 2.7% | 5 |
|
|
2023
Q4 | $3.73M | Buy |
87,986
+57,883
| +192% | +$2.45M | 2.21% | 9 |
|
|
2023
Q3 | $1.22M | Buy |
30,103
+4,728
| +19% | +$191K | 0.81% | 28 |
|
|
2023
Q2 | $1.06M | Buy |
25,375
+16,102
| +174% | +$672K | 0.72% | 34 |
|
|
2023
Q1 | $394K | Hold |
9,273
| – | – | 0.29% | 87 |
|
|
2022
Q4 | $385K | Hold |
9,273
| – | – | 0.3% | 80 |
|
|
2022
Q3 | $380K | Sell |
9,273
-300
| -3% | -$12.3K | 0.31% | 79 |
|
|
2022
Q2 | $418K | Buy |
+9,573
| New | +$418K | 0.33% | 79 |
|