BetterWealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-435,784
| Closed | -$18.8M | – | 70 |
|
|
2024
Q3 | $18.8M | Buy |
435,784
+30,498
| +8% | +$1.32M | 5.56% | 6 |
|
|
2024
Q2 | $16.8M | Buy |
405,286
+38,151
| +10% | +$1.58M | 5.37% | 6 |
|
|
2024
Q1 | $15.4M | Buy |
367,135
+14,987
| +4% | +$629K | 5.02% | 6 |
|
|
2023
Q4 | $14.9M | Buy |
352,148
+6,923
| +2% | +$294K | 5.11% | 6 |
|
|
2023
Q3 | $13.9M | Buy |
345,225
+9,369
| +3% | +$378K | 5.61% | 6 |
|
|
2023
Q2 | $14M | Sell |
335,856
-1,402
| -0.4% | -$58.5K | 5.46% | 6 |
|
|
2023
Q1 | $14.3M | Buy |
337,258
+5,386
| +2% | +$229K | 5.8% | 6 |
|
|
2022
Q4 | $13.8M | Buy |
331,872
+4,820
| +1% | +$200K | 6.2% | 6 |
|
|
2022
Q3 | $13.4M | Buy |
327,052
+307
| +0.1% | +$12.6K | 6.89% | 5 |
|
|
2022
Q2 | $14.3M | Buy |
+326,745
| New | +$14.3M | 7.03% | 5 |
|