Leading Edge Financial Planning’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 | $21M | Buy |
498,018
+25,882
| +5% | +$1.09M | 5.85% | 8 |
|
|
2025
Q1 | $19.9M | Buy |
472,136
+21,455
| +5% | +$902K | 6.2% | 7 |
|
|
2024
Q4 | $18.6M | Buy |
450,681
+405,202
| +891% | +$16.7M | 6.1% | 7 |
|
|
2024
Q3 | $1.96M | Buy |
45,479
+7,763
| +21% | +$335K | 0.66% | 17 |
|
|
2024
Q2 | $1.57M | Buy |
37,716
+21,003
| +126% | +$872K | 0.63% | 18 |
|
|
2024
Q1 | $701K | Buy |
16,713
+1,300
| +8% | +$54.5K | 0.31% | 27 |
|
|
2023
Q4 | $654K | Sell |
15,413
-1,780
| -10% | -$75.5K | 0.34% | 27 |
|
|
2023
Q3 | $694K | Sell |
17,193
-816
| -5% | -$32.9K | 0.44% | 32 |
|
|
2023
Q2 | $752K | Sell |
18,009
-1,747
| -9% | -$72.9K | 0.49% | 29 |
|
|
2023
Q1 | $840K | Sell |
19,756
-1,685
| -8% | -$71.6K | 0.61% | 27 |
|
|
2022
Q4 | $890K | Buy |
+21,441
| New | +$890K | 0.77% | 23 |
|