BWS
BCR Wealth Strategies’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 | $25.7M | Buy |
608,210
+31,112
| +5% | +$1.31M | 9.95% | 4 |
|
|
2025
Q1 | $24.3M | Buy |
577,098
+8,047
| +1% | +$338K | 10.66% | 4 |
|
|
2024
Q4 | $23.5M | Buy |
569,051
+47,808
| +9% | +$1.97M | 10.98% | 4 |
|
|
2024
Q3 | $22.5M | Buy |
521,243
+18,381
| +4% | +$794K | 10.63% | 4 |
|
|
2024
Q2 | $20.9M | Buy |
502,862
+14,293
| +3% | +$594K | 13.59% | 3 |
|
|
2024
Q1 | $20.5M | Buy |
488,569
+747
| +0.2% | +$31.3K | 13.87% | 3 |
|
|
2023
Q4 | $20.7M | Buy |
487,822
+10,658
| +2% | +$452K | 14.83% | 3 |
|
|
2023
Q3 | $19.3M | Buy |
477,164
+12,636
| +3% | +$510K | 15.35% | 3 |
|
|
2023
Q2 | $19.4M | Buy |
464,528
+5,952
| +1% | +$248K | 14.99% | 3 |
|
|
2023
Q1 | $19.5M | Buy |
458,576
+9,417
| +2% | +$400K | 15.54% | 3 |
|
|
2022
Q4 | $18.6M | Buy |
449,159
+247,417
| +123% | +$10.3M | 16.09% | 3 |
|
|
2022
Q3 | $8.26M | Buy |
201,742
+68,460
| +51% | +$2.8M | 8.47% | 4 |
|
|
2022
Q2 | $5.81M | Buy |
+133,282
| New | +$5.81M | 6.01% | 5 |
|