Meredith Wealth 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 | $11.2M | Buy |
266,053
+25,708
| +11% | +$1.09M | 4.08% | 9 |
|
|
2025
Q1 | $10.1M | Buy |
240,345
+8,941
| +4% | +$376K | 4.46% | 8 |
|
|
2024
Q4 | $9.55M | Buy |
231,404
+23,101
| +11% | +$953K | 4.26% | 8 |
|
|
2024
Q3 | $9M | Buy |
208,303
+18,466
| +10% | +$798K | 4.29% | 8 |
|
|
2024
Q2 | $7.89M | Buy |
189,837
+14,565
| +8% | +$605K | 4.13% | 9 |
|
|
2024
Q1 | $7.35M | Buy |
175,272
+24,277
| +16% | +$1.02M | 4.1% | 9 |
|
|
2023
Q4 | $6.4M | Buy |
150,995
+29,342
| +24% | +$1.24M | 3.98% | 9 |
|
|
2023
Q3 | $4.91M | Buy |
121,653
+10,464
| +9% | +$422K | 3.65% | 7 |
|
|
2023
Q2 | $4.64M | Buy |
111,189
+18,760
| +20% | +$783K | 3.77% | 6 |
|
|
2023
Q1 | $3.93M | Buy |
92,429
+21,880
| +31% | +$930K | 3.16% | 6 |
|
|
2022
Q4 | $2.93M | Buy |
+70,549
| New | +$2.93M | 2.52% | 7 |
|