Bridge 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $694K | Sell |
16,071
-686
| -4% | -$29.6K | 0.33% | 63 |
|
2024
Q2 | $696K | Sell |
16,757
-11,207
| -40% | -$466K | 0.34% | 63 |
|
2024
Q1 | $1.17M | Sell |
27,964
-2,323
| -8% | -$97.5K | 0.58% | 46 |
|
2023
Q4 | $1.28M | Sell |
30,287
-9,489
| -24% | -$402K | 0.64% | 41 |
|
2023
Q3 | $1.61M | Buy |
39,776
+404
| +1% | +$16.3K | 0.56% | 51 |
|
2023
Q2 | $1.64M | Buy |
39,372
+136
| +0.3% | +$5.68K | 0.6% | 41 |
|
2023
Q1 | $1.67M | Buy |
39,236
+7,569
| +24% | +$322K | 0.64% | 39 |
|
2022
Q4 | $1.31M | Sell |
31,667
-32,650
| -51% | -$1.36M | 0.55% | 44 |
|
2022
Q3 | $2.63M | Sell |
64,317
-3,643
| -5% | -$149K | 1.28% | 18 |
|
2022
Q2 | $2.97M | Buy |
+67,960
| New | +$2.97M | 1.43% | 16 |
|
2022
Q1 | – | Sell |
-19,325
| Closed | -$969K | – | 97 |
|
2021
Q4 | $969K | Buy |
+19,325
| New | +$969K | 0.44% | 42 |
|