FPCG
Forum Private Client Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Buy |
11,272
+1,548
| +16% | +$65.4K | 0.18% | 51 |
|
|
2025
Q1 | $409K | Buy |
9,724
+1,669
| +21% | +$70.2K | 0.18% | 51 |
|
|
2024
Q4 | $332K | Buy |
8,055
+362
| +5% | +$14.9K | 0.15% | 58 |
|
|
2024
Q3 | $332K | Buy |
7,693
+51
| +0.7% | +$2.2K | 0.15% | 58 |
|
|
2024
Q2 | $317K | Buy |
7,642
+101
| +1% | +$4.2K | 0.15% | 58 |
|
|
2024
Q1 | $316K | Buy |
7,541
+33
| +0.4% | +$1.38K | 0.15% | 59 |
|
|
2023
Q4 | $318K | Buy |
+7,508
| New | +$318K | 0.17% | 58 |
|
|
2023
Q3 | – | Sell |
-7,476
| Closed | -$312K | – | 16 |
|
|
2023
Q2 | $312K | Hold |
7,476
| – | – | 0.18% | 57 |
|
|
2023
Q1 | $318K | Hold |
7,476
| – | – | 0.2% | 56 |
|
|
2022
Q4 | $310K | Buy |
+7,476
| New | +$310K | 0.21% | 52 |
|