Concord Wealth Partners’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 | $7.71M | Buy |
182,459
+7,574
| +4% | +$320K | 1.12% | 23 |
|
|
2025
Q1 | $7.36M | Sell |
174,885
-31,024
| -15% | -$1.3M | 1.21% | 20 |
|
|
2024
Q4 | $8.5M | Buy |
205,909
+26,233
| +15% | +$1.08M | 1.39% | 18 |
|
|
2024
Q3 | $7.76M | Buy |
179,676
+17,846
| +11% | +$771K | 1.29% | 20 |
|
|
2024
Q2 | $6.72M | Sell |
161,830
-6,007
| -4% | -$250K | 1.19% | 21 |
|
|
2024
Q1 | $7.04M | Buy |
167,837
+2,729
| +2% | +$114K | 1.27% | 19 |
|
|
2023
Q4 | $7M | Buy |
165,108
+165,107
| +16,510,700% | +$7M | 1.4% | 20 |
|
|
2023
Q3 | $35 | Hold |
1
| – | – | ﹤0.01% | 1022 |
|
|
2023
Q2 | $36 | Hold |
1
| – | – | ﹤0.01% | 1027 |
|
|
2023
Q1 | $36 | Sell |
1
-2
| -67% | -$72 | ﹤0.01% | 977 |
|
|
2022
Q4 | $118 | Buy |
+3
| New | +$118 | ﹤0.01% | 1221 |
|