Forza Wealth 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 | – | Sell |
-45,450
| Closed | -$1.91M | – | 189 |
|
|
2025
Q1 | $1.91M | Hold |
45,450
| – | – | 0.86% | 32 |
|
|
2024
Q4 | $1.88M | Buy |
45,450
+2,500
| +6% | +$103K | 0.85% | 32 |
|
|
2024
Q3 | $1.86M | Hold |
42,950
| – | – | 0.85% | 36 |
|
|
2024
Q2 | $1.78M | Hold |
42,950
| – | – | 0.92% | 33 |
|
|
2024
Q1 | $1.8M | Hold |
42,950
| – | – | 0.94% | 29 |
|
|
2023
Q4 | $1.82M | Buy |
+42,950
| New | +$1.82M | 1% | 23 |
|