Aspire 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $33.6K | Sell |
779
-2,082
| -73% | -$89.9K | 0.02% | 157 |
|
2024
Q2 | $119K | Buy |
2,861
+144
| +5% | +$5.98K | 0.07% | 113 |
|
2024
Q1 | $114K | Buy |
2,717
+299
| +12% | +$12.5K | 0.07% | 117 |
|
2023
Q4 | $103K | Sell |
2,418
-7
| -0.3% | -$297 | 0.07% | 109 |
|
2023
Q3 | $97.9K | Buy |
2,425
+235
| +11% | +$9.49K | 0.07% | 106 |
|
2023
Q2 | $91.4K | Buy |
2,190
+887
| +68% | +$37K | 0.07% | 110 |
|
2023
Q1 | $55.4K | Buy |
1,303
+595
| +84% | +$25.3K | 0.05% | 120 |
|
2022
Q4 | $29.4K | Buy |
+708
| New | +$29.4K | 0.03% | 132 |
|