Chico Wealth RIA’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 |
-31,222
| Closed | -$1.35M | – | 31 |
|
|
2024
Q3 | $1.35M | Hold |
31,222
| – | – | 1.15% | 9 |
|
|
2024
Q2 | $1.3M | Hold |
31,222
| – | – | 1.19% | 8 |
|
|
2024
Q1 | $1.31M | Hold |
31,222
| – | – | 1.24% | 9 |
|
|
2023
Q4 | $1.32M | Hold |
31,222
| – | – | 1.38% | 8 |
|
|
2023
Q3 | $1.26M | Hold |
31,222
| – | – | 1.51% | 7 |
|
|
2023
Q2 | $1.3M | Sell |
31,222
-3,929
| -11% | -$164K | 1.55% | 7 |
|
|
2023
Q1 | $1.49M | Hold |
35,151
| – | – | 1.92% | 7 |
|
|
2022
Q4 | $1.46M | Buy |
35,151
+5,547
| +19% | +$230K | 1.63% | 8 |
|
|
2022
Q3 | $1.21M | Sell |
29,604
-349,654
| -92% | -$14.3M | 1.41% | 10 |
|
|
2022
Q2 | $16.5M | Buy |
379,258
+85,999
| +29% | +$3.75M | 13.44% | 4 |
|
|
2022
Q1 | $13.6M | Buy |
+293,259
| New | +$13.6M | 10.91% | 4 |
|