ALWM
Andrews Lucia 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
Q2 | $779K | Buy |
18,428
+2,884
| +19% | +$122K | 0.51% | 18 |
|
|
2025
Q1 | $641K | Buy |
15,544
+3,595
| +30% | +$148K | 0.43% | 19 |
|
|
2024
Q4 | $516K | Buy |
11,949
+3,239
| +37% | +$140K | 0.34% | 19 |
|
|
2024
Q3 | $362K | Buy |
8,710
+931
| +12% | +$38.7K | 0.26% | 23 |
|
|
2024
Q2 | $326K | Hold |
7,779
| – | – | 0.23% | 24 |
|
|
2024
Q1 | $326K | Sell |
7,779
-26
| -0.3% | -$1.09K | 0.23% | 23 |
|
|
2023
Q4 | $331K | Sell |
7,805
-619
| -7% | -$26.2K | 0.26% | 23 |
|
|
2023
Q3 | $340K | Buy |
8,424
+243
| +3% | +$9.81K | 0.29% | 21 |
|
|
2023
Q2 | $341K | Buy |
8,181
+1,047
| +15% | +$43.7K | 0.28% | 23 |
|
|
2023
Q1 | $303K | Buy |
7,134
+1,570
| +28% | +$66.7K | 0.27% | 23 |
|
|
2022
Q4 | $231K | Buy |
5,564
+60
| +1% | +$2.49K | 0.21% | 24 |
|
|
2022
Q3 | $225K | Buy |
+5,504
| New | +$225K | 0.24% | 23 |
|