DPW
DiNuzzo Private Wealth’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 | $91.4M | Sell |
2,163,709
-32,103
| -1% | -$1.36M | 10.85% | 1 |
|
2025
Q1 | $92.4M | Buy |
2,195,812
+10,313
| +0.5% | +$434K | 11.63% | 2 |
|
2024
Q4 | $90.2M | Buy |
2,185,499
+182,606
| +9% | +$7.54M | 11.42% | 2 |
|
2024
Q3 | $86.5M | Buy |
2,002,893
+223,357
| +13% | +$9.65M | 10.67% | 2 |
|
2024
Q2 | $73.9M | Buy |
1,779,536
+35,558
| +2% | +$1.48M | 9.98% | 3 |
|
2024
Q1 | $73.2M | Buy |
1,743,978
+88,760
| +5% | +$3.72M | 9.87% | 3 |
|
2023
Q4 | $70.2M | Buy |
+1,655,218
| New | +$70.2M | 9.96% | 2 |
|