Mills Wealth Advisors’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 | $1.28M | Sell |
30,286
-6,569
| -18% | -$278K | 0.59% | 28 |
|
|
2025
Q1 | $1.55M | Sell |
36,855
-5,118
| -12% | -$215K | 0.82% | 23 |
|
|
2024
Q4 | $1.73M | Sell |
41,973
-1,528
| -4% | -$63.1K | 0.99% | 22 |
|
|
2024
Q3 | $1.88M | Sell |
43,501
-16,905
| -28% | -$730K | 1.29% | 19 |
|
|
2024
Q2 | $2.51M | Sell |
60,406
-357
| -0.6% | -$14.8K | 1.79% | 16 |
|
|
2024
Q1 | $2.55M | Sell |
60,763
-1,483
| -2% | -$62.2K | 1.87% | 15 |
|
|
2023
Q4 | $2.64M | Sell |
62,246
-66,374
| -52% | -$2.81M | 2.01% | 11 |
|
|
2023
Q3 | $5.19M | Buy |
+128,620
| New | +$5.19M | 4.16% | 6 |
|