Beaird Harris Wealth Management’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
$128M Buy
3,037,152
+37,195
+1% +$1.57M 9.93% 1
2025
Q1
$126M Buy
2,999,957
+33,794
+1% +$1.42M 10.72% 1
2024
Q4
$122M Buy
2,966,163
+70,031
+2% +$2.89M 10.57% 1
2024
Q3
$125M Buy
2,896,132
+117,940
+4% +$5.09M 10.93% 1
2024
Q2
$115M Buy
2,778,192
+152,207
+6% +$6.32M 10.86% 1
2024
Q1
$110M Buy
2,625,985
+123,431
+5% +$5.18M 10.74% 1
2023
Q4
$106M Buy
2,502,554
+211,655
+9% +$8.97M 11.13% 1
2023
Q3
$92.5M Buy
2,290,899
+130,073
+6% +$5.25M 11.07% 1
2023
Q2
$90.2M Buy
2,160,826
+2,160,582
+885,484% +$90.2M 10.79% 1
2023
Q1
$10.4K Buy
+244
New +$10.4K ﹤0.01% 269