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Congress Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Congress Wealth Management’s Portfolio DFCF Stock Details DFCF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$225K Buy
5,336
+97
+2% +$4.1K ﹤0.01% 1127
2025
Q1 		$220K Buy
5,239
+276
+6% +$11.6K ﹤0.01% 1014
2024
Q4 		$205K Buy
+4,963
New +$205K ﹤0.01% 854