Beacon Financial Advisory’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 | $445K | Buy |
10,527
+31
| +0.3% | +$1.31K | 0.12% | 219 |
|
|
2025
Q1 | $441K | Sell |
10,496
-2,906
| -22% | -$122K | 0.13% | 183 |
|
|
2024
Q4 | $553K | Buy |
13,402
+208
| +2% | +$8.58K | 0.18% | 150 |
|
|
2024
Q3 | $570K | Sell |
13,194
-399
| -3% | -$17.2K | 0.19% | 144 |
|
|
2024
Q2 | $565K | Sell |
13,593
-263
| -2% | -$10.9K | 0.21% | 133 |
|
|
2024
Q1 | $581K | Sell |
13,856
-63
| -0.5% | -$2.64K | 0.28% | 104 |
|
|
2023
Q4 | $590K | Buy |
13,919
+60
| +0.4% | +$2.54K | 0.28% | 104 |
|
|
2023
Q3 | $559K | Buy |
13,859
+698
| +5% | +$28.2K | 0.31% | 102 |
|
|
2023
Q2 | $549K | Buy |
13,161
+1,091
| +9% | +$45.5K | 0.32% | 105 |
|
|
2023
Q1 | $513K | Buy |
12,070
+3,718
| +45% | +$158K | 0.33% | 105 |
|
|
2022
Q4 | $347K | Buy |
+8,352
| New | +$347K | 0.25% | 125 |
|