LWA
Ledgewood Wealth Advisors’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 | $11.1M | Sell |
262,633
-14,600
| -5% | -$617K | 6.99% | 4 |
|
|
2025
Q1 | $11.7M | Sell |
277,233
-5,124
| -2% | -$216K | 7.52% | 4 |
|
|
2024
Q4 | $11.7M | Buy |
282,357
+636
| +0.2% | +$26.2K | 7.52% | 4 |
|
|
2024
Q3 | $12.2M | Buy |
281,721
+117,464
| +72% | +$5.07M | 8.19% | 4 |
|
|
2024
Q2 | $6.82M | Sell |
164,257
-4,249
| -3% | -$177K | 5.88% | 5 |
|
|
2024
Q1 | $7.07M | Buy |
168,506
+9,206
| +6% | +$386K | 6.57% | 5 |
|
|
2023
Q4 | $6.75M | Buy |
+159,300
| New | +$6.75M | 6.23% | 4 |
|