GeoWealth 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 | $45M | Sell |
1,064,837
-150,429
| -12% | -$6.36M | 1.76% | 11 |
|
|
2025
Q1 | $51.1M | Buy |
1,215,266
+25,341
| +2% | +$1.07M | 2.05% | 9 |
|
|
2024
Q4 | $49.1M | Buy |
1,189,925
+1,085,179
| +1,036% | +$44.8M | 1.61% | 12 |
|
|
2024
Q3 | $4.52M | Sell |
104,746
-68,307
| -39% | -$2.95M | 0.16% | 109 |
|
|
2024
Q2 | $7.19M | Buy |
173,053
+5,353
| +3% | +$222K | 0.31% | 51 |
|
|
2024
Q1 | $7.04M | Buy |
+167,700
| New | +$7.04M | 0.27% | 73 |
|