CWA
Continuum Wealth Advisors’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 | $15.2M | Buy |
359,403
+15,167
| +4% | +$641K | 7.29% | 5 |
|
|
2025
Q1 | $14.5M | Buy |
344,236
+41,597
| +14% | +$1.75M | 7.42% | 4 |
|
|
2024
Q4 | $12.5M | Buy |
302,639
+18,291
| +6% | +$755K | 6.32% | 5 |
|
|
2024
Q3 | $12.3M | Buy |
284,348
+98,396
| +53% | +$4.25M | 6.59% | 5 |
|
|
2024
Q2 | $7.72M | Buy |
+185,952
| New | +$7.72M | 4.06% | 7 |
|