OFA
Onyx Financial Advisors’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 | $1.43M | Sell |
33,799
-2,207
| -6% | -$93.3K | 0.68% | 9 |
|
2025
Q1 | $1.51M | Buy |
36,006
+1,022
| +3% | +$43K | 0.8% | 7 |
|
2024
Q4 | $1.44M | Buy |
34,984
+9,321
| +36% | +$385K | 0.79% | 7 |
|
2024
Q3 | $1.11M | Buy |
25,663
+91
| +0.4% | +$3.93K | 0.61% | 9 |
|
2024
Q2 | $1.06M | Sell |
25,572
-494
| -2% | -$20.5K | 0.64% | 9 |
|
2024
Q1 | $1.09M | Buy |
26,066
+7,026
| +37% | +$295K | 0.68% | 9 |
|
2023
Q4 | $807K | Buy |
19,040
+292
| +2% | +$12.4K | 0.59% | 9 |
|
2023
Q3 | $757K | Buy |
18,748
+15
| +0.1% | +$606 | 0.65% | 7 |
|
2023
Q2 | $782K | Buy |
18,733
+15
| +0.1% | +$626 | 0.67% | 7 |
|
2023
Q1 | $796K | Buy |
18,718
+10
| +0.1% | +$425 | 0.73% | 7 |
|
2022
Q4 | $777K | Buy |
+18,708
| New | +$777K | 0.77% | 7 |
|