Modera Wealth Management’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 | $10M | Sell |
236,694
-502
| -0.2% | -$21.2K | 0.12% | 126 |
|
|
2025
Q1 | $9.98M | Buy |
237,196
+15,926
| +7% | +$670K | 0.14% | 122 |
|
|
2024
Q4 | $9.13M | Buy |
221,270
+206,069
| +1,356% | +$8.5M | 0.11% | 126 |
|
|
2024
Q3 | $657K | Sell |
15,201
-1,058
| -7% | -$45.7K | 0.01% | 364 |
|
|
2024
Q2 | $675K | Hold |
16,259
| – | – | 0.01% | 345 |
|
|
2024
Q1 | $682K | Buy |
16,259
+182
| +1% | +$7.64K | 0.01% | 357 |
|
|
2023
Q4 | $682K | Buy |
16,077
+256
| +2% | +$10.9K | 0.01% | 335 |
|
|
2023
Q3 | $639K | Hold |
15,821
| – | – | 0.01% | 330 |
|
|
2023
Q2 | $660K | Sell |
15,821
-1,456
| -8% | -$60.8K | 0.01% | 346 |
|
|
2023
Q1 | $734K | Buy |
17,277
+3,242
| +23% | +$138K | 0.03% | 177 |
|
|
2022
Q4 | $583K | Buy |
+14,035
| New | +$583K | 0.02% | 194 |
|