Herold Advisors’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 | $5.46M | Sell |
129,089
-21,625
| -14% | -$914K | 1.14% | 20 |
|
|
2025
Q1 | $6.34M | Buy |
150,714
+15,163
| +11% | +$638K | 1.39% | 15 |
|
|
2024
Q4 | $5.59M | Buy |
135,551
+13,578
| +11% | +$560K | 1.22% | 18 |
|
|
2024
Q3 | $5.27M | Buy |
121,973
+9,157
| +8% | +$395K | 1.14% | 19 |
|
|
2024
Q2 | $4.69M | Buy |
112,816
+35,639
| +46% | +$1.48M | 1.08% | 19 |
|
|
2024
Q1 | $3.24M | Buy |
77,177
+67,066
| +663% | +$2.81M | 0.78% | 32 |
|
|
2023
Q4 | $429K | Buy |
+10,111
| New | +$429K | 0.12% | 175 |
|