GWA
Geometric Wealth Advisors’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 | $446K | Buy |
10,559
+161
| +2% | +$6.8K | 0.07% | 49 |
|
|
2025
Q1 | $437K | Sell |
10,398
-3,783
| -27% | -$159K | 0.07% | 48 |
|
|
2024
Q4 | $585K | Buy |
14,181
+3,045
| +27% | +$126K | 0.11% | 37 |
|
|
2024
Q3 | $481K | Buy |
11,136
+113
| +1% | +$4.88K | 0.09% | 40 |
|
|
2024
Q2 | $458K | Buy |
11,023
+130
| +1% | +$5.4K | 0.09% | 37 |
|
|
2024
Q1 | $457K | Sell |
10,893
-638
| -6% | -$26.8K | 0.11% | 24 |
|
|
2023
Q4 | $489K | Buy |
+11,531
| New | +$489K | 0.13% | 21 |
|
|
2023
Q1 | – | Sell |
-7,466
| Closed | -$310K | – | 37 |
|
|
2022
Q4 | $310K | Buy |
7,466
+585
| +9% | +$24.3K | 0.13% | 22 |
|
|
2022
Q3 | $282K | Buy |
6,881
+1,403
| +26% | +$57.5K | 0.14% | 21 |
|
|
2022
Q2 | $239K | Buy |
+5,478
| New | +$239K | 0.12% | 28 |
|