Forum Financial Management’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 | $1.77M | Sell |
41,938
-479
| -1% | -$20.2K | 0.03% | 138 |
|
|
2025
Q1 | $1.78M | Sell |
42,417
-6,445
| -13% | -$271K | 0.03% | 132 |
|
|
2024
Q4 | $2.02M | Sell |
48,862
-179
| -0.4% | -$7.39K | 0.03% | 119 |
|
|
2024
Q3 | $2.12M | Sell |
49,041
-29
| -0.1% | -$1.25K | 0.04% | 98 |
|
|
2024
Q2 | $2.04M | Sell |
49,070
-325,899
| -87% | -$13.5M | 0.04% | 100 |
|
|
2024
Q1 | $15.7M | Sell |
374,969
-43,636
| -10% | -$1.83M | 0.27% | 28 |
|
|
2023
Q4 | $17.7M | Sell |
418,605
-65,335
| -14% | -$2.77M | 0.33% | 21 |
|
|
2023
Q3 | $19.5M | Sell |
483,940
-19,520
| -4% | -$788K | 0.43% | 18 |
|
|
2023
Q2 | $21M | Sell |
503,460
-33,959
| -6% | -$1.42M | 0.47% | 18 |
|
|
2023
Q1 | $22.8M | Buy |
537,419
+2,529
| +0.5% | +$107K | 0.66% | 18 |
|
|
2022
Q4 | $22.2M | Buy |
534,890
+303,762
| +131% | +$12.6M | 0.73% | 18 |
|
|
2022
Q3 | $9.46M | Buy |
231,128
+52,128
| +29% | +$2.13M | 0.46% | 19 |
|
|
2022
Q2 | $7.81M | Buy |
179,000
+78,294
| +78% | +$3.42M | 0.39% | 15 |
|
|
2022
Q1 | $4.67M | Buy |
100,706
+75,759
| +304% | +$3.51M | 0.23% | 29 |
|
|
2021
Q4 | $1.25M | Buy |
+24,947
| New | +$1.25M | 0.06% | 98 |
|