Geneos 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 | $1.19M | Sell |
28,131
-9,520
| -25% | -$402K | 0.03% | 491 |
|
|
2025
Q1 | $2.35M | Buy |
37,651
+29,672
| +372% | +$1.85M | 0.03% | 450 |
|
|
2024
Q4 | $329K | Sell |
7,979
-57
| -0.7% | -$2.35K | 0.01% | 684 |
|
|
2024
Q3 | $347K | Buy |
8,036
+6,933
| +629% | +$299K | 0.01% | 635 |
|
|
2024
Q2 | $45.8K | Buy |
1,103
+384
| +53% | +$16K | ﹤0.01% | 1099 |
|
|
2024
Q1 | $30.2K | Buy |
+719
| New | +$30.2K | ﹤0.01% | 1245 |
|