Copperleaf Capital’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 | $1.37M | Buy |
32,304
+5,292
| +20% | +$224K | 0.69% | 40 |
|
2025
Q1 | $1.14M | Sell |
27,012
-1,331
| -5% | -$56K | 0.68% | 41 |
|
2024
Q4 | $1.17M | Buy |
28,343
+6,959
| +33% | +$287K | 0.74% | 37 |
|
2024
Q3 | $924K | Buy |
21,384
+4,941
| +30% | +$213K | 0.71% | 45 |
|
2024
Q2 | $683K | Buy |
16,443
+236
| +1% | +$9.8K | 0.55% | 53 |
|
2024
Q1 | $680K | Sell |
16,207
-18,834
| -54% | -$790K | 0.59% | 52 |
|
2023
Q4 | $1.49M | Sell |
35,041
-9,345
| -21% | -$396K | 1.51% | 21 |
|
2023
Q3 | $1.79M | Buy |
44,386
+17,130
| +63% | +$692K | 1.94% | 15 |
|
2023
Q2 | $1.14M | Buy |
27,256
+20,799
| +322% | +$868K | 1.07% | 30 |
|
2023
Q1 | $274K | Buy |
+6,457
| New | +$274K | 0.27% | 61 |
|