BP
BWM Planning’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 | $9.41M | Buy |
222,743
+35,392
| +19% | +$1.5M | 3.24% | 12 |
|
|
2025
Q1 | $7.88M | Buy |
187,351
+8,428
| +5% | +$354K | 3.33% | 14 |
|
|
2024
Q4 | $7.38M | Buy |
178,923
+28,751
| +19% | +$1.19M | 3.21% | 14 |
|
|
2024
Q3 | $6.49M | Buy |
+150,172
| New | +$6.49M | 2.88% | 14 |
|