Bannerman Wealth Management Group’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
$14.8M Sell
349,925
-58,710
-14% -$2.48M 11.35% 2
2025
Q1
$17.2M Buy
408,635
+13,597
+3% +$572K 14.04% 2
2024
Q4
$16.3M Buy
+395,038
New +$16.3M 13.48% 2