Heritage Wealth Management (Texas)’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 | $11.3M | Sell |
266,366
-4,954
| -2% | -$210K | 5.6% | 6 |
|
|
2025
Q1 | $11.4M | Buy |
271,320
+10,512
| +4% | +$442K | 6.61% | 4 |
|
|
2024
Q4 | $10.8M | Buy |
260,808
+10,168
| +4% | +$420K | 6.34% | 6 |
|
|
2024
Q3 | $10.8M | Buy |
250,640
+31,126
| +14% | +$1.34M | 6.28% | 6 |
|
|
2024
Q2 | $9.12M | Buy |
219,514
+21,155
| +11% | +$879K | 5.68% | 6 |
|
|
2024
Q1 | $8.32M | Buy |
198,359
+14,171
| +8% | +$594K | 5.4% | 6 |
|
|
2023
Q4 | $7.81M | Buy |
+184,188
| New | +$7.81M | 5.5% | 5 |
|