EP 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 | $143K | Sell |
3,373
-223
| -6% | -$9.42K | ﹤0.01% | 1328 |
|
|
2025
Q1 | $151K | Buy |
+3,596
| New | +$151K | ﹤0.01% | 1187 |
|
|
2024
Q1 | – | Sell |
-2,848
| Closed | -$121K | – | 843 |
|
|
2023
Q4 | $121K | Buy |
+2,848
| New | +$121K | ﹤0.01% | 770 |
|
|
2023
Q2 | – | Sell |
-1,083,013
| Closed | -$48.2M | – | 691 |
|
|
2023
Q1 | $48.2M | Buy |
+1,083,013
| New | +$48.2M | 0.83% | 26 |
|