AE Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2M | Buy |
620,998
+113,022
| +22% | +$4.78M | 0.19% | 119 |
|
|
2025
Q1 | $21.4M | Buy |
507,976
+26,027
| +5% | +$1.09M | 0.18% | 132 |
|
|
2024
Q4 | $19.9M | Buy |
481,949
+37,883
| +9% | +$1.56M | 0.17% | 140 |
|
|
2024
Q3 | $19.2M | Buy |
444,066
+41,422
| +10% | +$1.79M | 0.17% | 135 |
|
|
2024
Q2 | $16.7M | Buy |
402,644
+3,466
| +0.9% | +$144K | 0.17% | 146 |
|
|
2024
Q1 | $16.7M | Sell |
399,178
-169,152
| -30% | -$7.1M | 0.19% | 143 |
|
|
2023
Q4 | $23.9M | Buy |
568,330
+195,324
| +52% | +$8.21M | 0.12% | 192 |
|
|
2023
Q3 | $15.1M | Buy |
373,006
+45,603
| +14% | +$1.84M | 0.09% | 262 |
|
|
2023
Q2 | $13.7M | Buy |
327,403
+115,035
| +54% | +$4.8M | 0.08% | 293 |
|
|
2023
Q1 | $9.03M | Buy |
212,368
+22,836
| +12% | +$971K | 0.06% | 366 |
|
|
2022
Q4 | $7.87M | Buy |
189,532
+61,886
| +48% | +$2.57M | 0.06% | 371 |
|
|
2022
Q3 | $5.23M | Buy |
127,646
+26,477
| +26% | +$1.08M | 0.04% | 422 |
|
|
2022
Q2 | $4.41M | Buy |
+101,169
| New | +$4.41M | 0.04% | 427 |
|