IFP 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 | $1.51M | Buy |
35,726
+12,006
| +51% | +$507K | 0.04% | 430 |
|
2025
Q1 | $998K | Buy |
23,720
+2,334
| +11% | +$98.2K | 0.03% | 551 |
|
2024
Q4 | $883K | Buy |
21,386
+2,041
| +11% | +$84.2K | 0.03% | 555 |
|
2024
Q3 | $836K | Buy |
19,345
+4,489
| +30% | +$194K | 0.03% | 524 |
|
2024
Q2 | $617K | Buy |
14,856
+2,372
| +19% | +$98.6K | 0.02% | 588 |
|
2024
Q1 | $524K | Sell |
12,484
-966
| -7% | -$40.5K | 0.02% | 591 |
|
2023
Q4 | $570K | Buy |
13,450
+6,112
| +83% | +$259K | 0.03% | 544 |
|
2023
Q3 | $296K | Buy |
7,338
+1,640
| +29% | +$66.2K | 0.01% | 784 |
|
2023
Q2 | $238K | Buy |
5,698
+144
| +3% | +$6.01K | 0.01% | 941 |
|
2023
Q1 | $278K | Sell |
5,554
-758
| -12% | -$38K | 0.01% | 808 |
|
2022
Q4 | $316K | Buy |
6,312
+1,702
| +37% | +$85.2K | 0.01% | 1117 |
|
2022
Q3 | $232K | Buy |
4,610
+968
| +27% | +$48.7K | 0.01% | 1326 |
|
2022
Q2 | $183K | Hold |
3,642
| – | – | 0.01% | 1320 |
|
2022
Q1 | $183K | Buy |
3,642
+3,576
| +5,418% | +$180K | 0.01% | 1320 |
|
2021
Q4 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 2605 |
|