Forthright Family Wealth Advisory’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 | $426K | Sell |
10,071
-36
| -0.4% | -$1.52K | 0.27% | 37 |
|
|
2025
Q1 | $425K | Hold |
10,107
| – | – | 0.28% | 37 |
|
|
2024
Q4 | $417K | Buy |
10,107
+242
| +2% | +$9.99K | 0.27% | 39 |
|
|
2024
Q3 | $419K | Sell |
9,865
-1,771
| -15% | -$75.3K | 0.27% | 41 |
|
|
2024
Q2 | $483K | Hold |
11,636
| – | – | 0.31% | 45 |
|
|
2024
Q1 | $488K | Buy |
11,636
+1,771
| +18% | +$74.3K | 0.33% | 41 |
|
|
2023
Q4 | $418K | Buy |
+9,865
| New | +$418K | 0.33% | 37 |
|