Patriot Financial Group Insurance Agency’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 | $629K | Buy |
14,890
+70
| +0.5% | +$2.96K | 0.07% | 274 |
|
|
2025
Q1 | $623K | Buy |
14,820
+43
| +0.3% | +$1.81K | 0.08% | 256 |
|
|
2024
Q4 | $610K | Buy |
14,777
+79
| +0.5% | +$3.26K | 0.08% | 254 |
|
|
2024
Q3 | $635K | Buy |
14,698
+58
| +0.4% | +$2.51K | 0.09% | 254 |
|
|
2024
Q2 | $608K | Sell |
14,640
-7,454
| -34% | -$310K | 0.09% | 242 |
|
|
2024
Q1 | $927K | Buy |
22,094
+2,271
| +11% | +$95.3K | 0.15% | 163 |
|
|
2023
Q4 | $840K | Buy |
19,823
+8,143
| +70% | +$345K | 0.16% | 152 |
|
|
2023
Q3 | $472K | Buy |
11,680
+6,332
| +118% | +$256K | 0.1% | 241 |
|
|
2023
Q2 | $223K | Buy |
+5,348
| New | +$223K | 0.04% | 410 |
|