Kathleen S. Wright Associates’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 | $558K | Hold |
13,199
| – | – | 0.22% | 73 |
|
|
2025
Q1 | $555K | Hold |
13,199
| – | – | 0.23% | 71 |
|
|
2024
Q4 | $545K | Buy |
13,199
+4,119
| +45% | +$170K | 0.23% | 71 |
|
|
2024
Q3 | $392K | Buy |
9,080
+1,010
| +13% | +$43.6K | 0.16% | 86 |
|
|
2024
Q2 | $335K | Buy |
8,070
+3,270
| +68% | +$136K | 0.15% | 88 |
|
|
2024
Q1 | $201K | Hold |
4,800
| – | – | 0.09% | 106 |
|
|
2023
Q4 | $204K | Sell |
4,800
-2,800
| -37% | -$119K | 0.1% | 98 |
|
|
2023
Q3 | $307K | Hold |
7,600
| – | – | 0.17% | 86 |
|
|
2023
Q2 | $317K | Buy |
+7,600
| New | +$317K | 0.2% | 70 |
|