Helen Stephens Group’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 | $284K | Sell |
6,717
-1,903
| -22% | -$80.4K | 0.07% | 70 |
|
2025
Q1 | $363K | Buy |
8,620
+2,182
| +34% | +$91.8K | 0.1% | 62 |
|
2024
Q4 | $266K | Sell |
6,438
-16,050
| -71% | -$662K | 0.08% | 69 |
|
2024
Q3 | $971K | Buy |
22,488
+1,869
| +9% | +$80.7K | 0.29% | 44 |
|
2024
Q2 | $857K | Buy |
20,619
+2,708
| +15% | +$112K | 0.3% | 44 |
|
2024
Q1 | $751K | Buy |
17,911
+11,331
| +172% | +$475K | 0.29% | 39 |
|
2023
Q4 | $279K | Buy |
+6,580
| New | +$279K | 0.13% | 62 |
|