APC
Asset Planning Corporation’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 | $27.3M | Buy |
647,115
+83,866
| +15% | +$3.54M | 14.55% | 1 |
|
2025
Q1 | $23.7M | Buy |
563,249
+11,076
| +2% | +$466K | 13.96% | 1 |
|
2024
Q4 | $22.8M | Buy |
552,173
+112,835
| +26% | +$4.66M | 14.27% | 1 |
|
2024
Q3 | $19M | Buy |
439,338
+165,065
| +60% | +$7.13M | 12.38% | 1 |
|
2024
Q2 | $11.4M | Buy |
274,273
+16,980
| +7% | +$705K | 8.52% | 4 |
|
2024
Q1 | $10.8M | Buy |
257,293
+69,727
| +37% | +$2.93M | 7.88% | 4 |
|
2023
Q4 | $7.95M | Buy |
187,566
+35,045
| +23% | +$1.49M | 6.14% | 8 |
|
2023
Q3 | $6.16M | Buy |
152,521
+50,211
| +49% | +$2.03M | 4.74% | 11 |
|
2023
Q2 | $4.27M | Buy |
+102,310
| New | +$4.27M | 3.25% | 13 |
|