AWM
Austin 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 | $11.5M | Buy |
273,132
+1,647
| +0.6% | +$69.3K | 2.04% | 17 |
|
2025
Q1 | $11.3M | Buy |
271,485
+30,399
| +13% | +$1.27M | 2.27% | 15 |
|
2024
Q4 | $9.95M | Buy |
241,086
+27,496
| +13% | +$1.13M | 2.06% | 16 |
|
2024
Q3 | $9.2M | Buy |
213,590
+7,455
| +4% | +$321K | 2.02% | 15 |
|
2024
Q2 | $8.67M | Buy |
206,135
+6,989
| +4% | +$294K | 2.03% | 15 |
|
2024
Q1 | $8.25M | Buy |
199,146
+2,795
| +1% | +$116K | 2.04% | 16 |
|
2023
Q4 | $8.21M | Sell |
196,351
-13,589
| -6% | -$568K | 2.2% | 13 |
|
2023
Q3 | $8.56M | Buy |
+209,940
| New | +$8.56M | 2.65% | 11 |
|