Financial Synergies Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
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|
2025
Q1 | $453K | Sell |
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|
2024
Q4 | $456K | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $13.2M | Sell |
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|
2023
Q4 | $46.2M | Sell |
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|
2023
Q3 | $49.1M | Buy |
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|
2023
Q2 | $49.2M | Buy |
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|
2023
Q1 | $48.4M | Buy |
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|
2022
Q4 | $46.2M | Buy |
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|
2022
Q3 | $43.7M | Buy |
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|
2022
Q2 | $46.5M | Buy |
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