DWM
Diversify Wealth Management’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 | $14.8M | Buy |
348,620
+35,638
| +11% | +$1.51M | 0.91% | 19 |
|
|
2025
Q1 | $13.1M | Buy |
312,982
+32,988
| +12% | +$1.39M | 0.98% | 18 |
|
|
2024
Q4 | $11.4M | Sell |
279,994
-5,943
| -2% | -$243K | 0.89% | 19 |
|
|
2024
Q3 | $12M | Sell |
285,937
-3,344
| -1% | -$141K | 1.16% | 16 |
|
|
2024
Q2 | $12.4M | Buy |
+289,281
| New | +$12.4M | 1.54% | 9 |
|