FinDec Wealth Services’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 | $5.05M | Buy |
119,413
+7,630
| +7% | +$322K | 5.28% | 6 |
|
|
2025
Q1 | $4.7M | Sell |
111,783
-99,044
| -47% | -$4.17M | 4.65% | 7 |
|
|
2024
Q4 | $8.7M | Sell |
210,827
-8,841
| -4% | -$365K | 6.04% | 4 |
|
|
2024
Q3 | $9.49M | Buy |
219,668
+10,604
| +5% | +$458K | 5.51% | 5 |
|
|
2024
Q2 | $8.68M | Buy |
209,064
+49,366
| +31% | +$2.05M | 5.48% | 5 |
|
|
2024
Q1 | $6.7M | Sell |
159,698
-4,152
| -3% | -$174K | 4.21% | 7 |
|
|
2023
Q4 | $6.95M | Sell |
163,850
-466
| -0.3% | -$19.8K | 4.64% | 5 |
|
|
2023
Q3 | $6.63M | Buy |
164,316
+722
| +0.4% | +$29.1K | 4.79% | 5 |
|
|
2023
Q2 | $6.83M | Buy |
163,594
+14,900
| +10% | +$622K | 4.78% | 6 |
|
|
2023
Q1 | $6.32M | Buy |
148,694
+13,908
| +10% | +$591K | 4.78% | 6 |
|
|
2022
Q4 | $5.6M | Buy |
+134,786
| New | +$5.6M | 4.62% | 7 |
|