Carson Wealth (CWM LLC)’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 | $214K | Buy |
5,068
+14
| +0.3% | +$591 | ﹤0.01% | 2120 |
|
|
2025
Q1 | $213K | Sell |
5,054
-2,081
| -29% | -$87.7K | ﹤0.01% | 1881 |
|
|
2024
Q4 | $294K | Buy |
7,135
+633
| +10% | +$26.1K | ﹤0.01% | 1598 |
|
|
2024
Q3 | $281K | Buy |
6,502
+6,177
| +1,901% | +$267K | ﹤0.01% | 1576 |
|
|
2024
Q2 | $13K | Sell |
325
-256
| -44% | -$10.2K | ﹤0.01% | 3375 |
|
|
2024
Q1 | $24K | Sell |
581
-705
| -55% | -$29.1K | ﹤0.01% | 2770 |
|
|
2023
Q4 | $55K | Buy |
1,286
+992
| +337% | +$42.4K | ﹤0.01% | 2111 |
|
|
2023
Q3 | $12K | Sell |
294
-474
| -62% | -$19.3K | ﹤0.01% | 3028 |
|
|
2023
Q2 | $32K | Buy |
768
+6
| +0.8% | +$250 | ﹤0.01% | 2308 |
|
|
2023
Q1 | $32K | Sell |
762
-8
| -1% | -$336 | ﹤0.01% | 2177 |
|
|
2022
Q4 | $32K | Buy |
770
+489
| +174% | +$20.3K | ﹤0.01% | 2036 |
|
|
2022
Q3 | $11K | Buy |
281
+5
| +2% | +$196 | ﹤0.01% | 2613 |
|
|
2022
Q2 | $12K | Buy |
+276
| New | +$12K | ﹤0.01% | 2454 |
|