Essential Planning’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 | $9.63M | Buy |
227,808
+9,659
| +4% | +$408K | 3.58% | 5 |
|
|
2025
Q1 | $9.18M | Sell |
218,149
-11,339,026
| -98% | -$477M | 3.7% | 5 |
|
|
2024
Q4 | $487M | Buy |
11,557,175
+11,364,629
| +5,902% | +$479M | 3.17% | 6 |
|
|
2024
Q3 | $8.32M | Sell |
192,546
-4,827
| -2% | -$208K | 3.41% | 6 |
|
|
2024
Q2 | $8.2M | Buy |
197,373
+13,773
| +8% | +$572K | 3.61% | 6 |
|
|
2024
Q1 | $7.78M | Buy |
183,600
+1,542
| +0.8% | +$65.4K | 3.9% | 5 |
|
|
2023
Q4 | $7.7M | Buy |
182,058
+35,057
| +24% | +$1.48M | 3.89% | 5 |
|
|
2023
Q3 | $5.93M | Buy |
147,001
+9,084
| +7% | +$367K | 3.29% | 6 |
|
|
2023
Q2 | $5.76M | Buy |
137,917
+4,927
| +4% | +$206K | 3.28% | 6 |
|
|
2023
Q1 | $5.65M | Buy |
132,990
+125,103
| +1,586% | +$5.32M | 3.43% | 5 |
|
|
2022
Q4 | $324K | Buy |
+7,887
| New | +$324K | 0.25% | 33 |
|