OneDigital Investment 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
$115M Buy
2,712,518
+25,898
+1% +$1.09M 1.27% 18
2025
Q1
$113M Buy
2,686,620
+52,603
+2% +$2.21M 1.34% 15
2024
Q4
$109M Buy
2,634,017
+204,892
+8% +$8.46M 1.26% 15
2024
Q3
$105M Buy
2,429,125
+122,392
+5% +$5.29M 1.2% 16
2024
Q2
$95.8M Buy
2,306,733
+430,005
+23% +$17.9M 1.2% 14
2024
Q1
$78.7M Buy
1,876,728
+501,419
+36% +$21M 1.24% 12
2023
Q4
$58.3M Buy
1,375,309
+1,284,475
+1,414% +$54.5M 1.02% 19
2023
Q3
$3.67M Buy
90,834
+54,924
+153% +$2.22M 0.08% 185
2023
Q2
$1.5M Buy
+35,910
New +$1.5M 0.03% 335