MWP
Moller Wealth Partners’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 | $17.5M | Buy |
413,606
+37,499
| +10% | +$1.58M | 3.86% | 11 |
|
2025
Q1 | $15.8M | Buy |
376,107
+32,999
| +10% | +$1.39M | 3.91% | 11 |
|
2024
Q4 | $14.2M | Buy |
343,108
+7,707
| +2% | +$318K | 3.72% | 11 |
|
2024
Q3 | $14.5M | Buy |
335,401
+8,078
| +2% | +$349K | 3.62% | 11 |
|
2024
Q2 | $13.6M | Buy |
327,323
+9,646
| +3% | +$401K | 3.63% | 11 |
|
2024
Q1 | $13.3M | Buy |
+317,677
| New | +$13.3M | 3.61% | 11 |
|