DWM
Dopkins 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 | $287K | Buy |
6,793
+84
| +1% | +$3.55K | 0.13% | 64 |
|
|
2025
Q1 | $282K | Hold |
6,709
| – | – | 0.14% | 65 |
|
|
2024
Q4 | $277K | Buy |
+6,709
| New | +$277K | 0.14% | 66 |
|
|
2024
Q3 | – | Sell |
-8,312
| Closed | -$345K | – | 71 |
|
|
2024
Q2 | $345K | Buy |
+8,312
| New | +$345K | 0.21% | 54 |
|