IWC
Integrated Wealth Concepts’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7M | Sell |
490,378
-9,180
| -2% | -$388K | 0.21% | 109 |
|
|
2025
Q1 | $21M | Buy |
499,558
+7,391
| +2% | +$311K | 0.25% | 93 |
|
|
2024
Q4 | $20.3M | Buy |
492,167
+93,502
| +23% | +$3.86M | 0.24% | 98 |
|
|
2024
Q3 | $17.2M | Buy |
398,665
+6,818
| +2% | +$294K | 0.21% | 109 |
|
|
2024
Q2 | $16.3M | Sell |
391,847
-292,200
| -43% | -$12.1M | 0.22% | 104 |
|
|
2024
Q1 | $28.7M | Buy |
684,047
+47,157
| +7% | +$1.98M | 0.42% | 33 |
|
|
2023
Q4 | $27M | Sell |
636,890
-9,411
| -1% | -$399K | 0.44% | 38 |
|
|
2023
Q3 | $26.1M | Buy |
646,301
+21,846
| +3% | +$882K | 0.46% | 36 |
|
|
2023
Q2 | $26.1M | Buy |
624,455
+27,246
| +5% | +$1.14M | 0.45% | 42 |
|
|
2023
Q1 | $25.4M | Buy |
597,209
+573,920
| +2,464% | +$24.4M | 0.52% | 36 |
|
|
2022
Q4 | $967K | Buy |
+23,289
| New | +$967K | 0.03% | 483 |
|