Grand 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 | $133K | Hold |
3,149
| – | – | 0.07% | 46 |
|
|
2025
Q1 | $132K | Hold |
3,149
| – | – | 0.07% | 40 |
|
|
2024
Q4 | $130K | Sell |
3,149
-51
| -2% | -$2.11K | 0.07% | 41 |
|
|
2024
Q3 | $138K | Buy |
3,200
+51
| +2% | +$2.2K | 0.08% | 41 |
|
|
2024
Q2 | $131K | Buy |
3,149
+79
| +3% | +$3.28K | 0.08% | 41 |
|
|
2024
Q1 | $129K | Buy |
3,070
+1,000
| +48% | +$42K | 0.06% | 48 |
|
|
2023
Q4 | $87.8K | Sell |
2,070
-1,628
| -44% | -$69K | 0.05% | 53 |
|
|
2023
Q3 | $149K | Buy |
+3,698
| New | +$149K | 0.09% | 42 |
|
|
2023
Q2 | – | Sell |
-1,058
| Closed | -$45K | – | 76 |
|
|
2023
Q1 | $45K | Hold |
1,058
| – | – | 0.03% | 47 |
|
|
2022
Q4 | $43.9K | Buy |
+1,058
| New | +$43.9K | 0.03% | 45 |
|