LWM
Liberty Wealth Management’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 | $14.9M | Buy |
351,836
+35,948
| +11% | +$1.52M | 2.33% | 11 |
|
|
2025
Q1 | $13.3M | Sell |
315,888
-6,757
| -2% | -$284K | 2.54% | 12 |
|
|
2024
Q4 | $13.3M | Buy |
322,645
+18,217
| +6% | +$751K | 2.22% | 10 |
|
|
2024
Q3 | $13.1M | Sell |
304,428
-589,546
| -66% | -$25.5M | 2.23% | 12 |
|
|
2024
Q2 | $12.4M | Buy |
893,974
+600,651
| +205% | +$8.31M | 2.27% | 11 |
|
|
2024
Q1 | $12.3M | Buy |
293,323
+1,317
| +0.5% | +$55.2K | 2.4% | 10 |
|
|
2023
Q4 | $12.4M | Buy |
+292,006
| New | +$12.4M | 2.65% | 9 |
|