Physician Wealth 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 | $152K | Hold |
3,608
| – | – | 0.02% | 221 |
|
2025
Q1 | $152K | Sell |
3,608
-1,512
| -30% | -$63.6K | 0.03% | 215 |
|
2024
Q4 | $211K | Sell |
5,120
-3,714
| -42% | -$153K | 0.04% | 174 |
|
2024
Q3 | $378K | Buy |
8,834
+231
| +3% | +$9.88K | 0.07% | 112 |
|
2024
Q2 | $362K | Sell |
8,603
-175
| -2% | -$7.36K | 0.07% | 111 |
|
2024
Q1 | $358K | Buy |
8,778
+649
| +8% | +$26.5K | 0.08% | 111 |
|
2023
Q4 | $342K | Buy |
8,129
+9
| +0.1% | +$379 | 0.08% | 110 |
|
2023
Q3 | $328K | Buy |
8,120
+277
| +4% | +$11.2K | 0.08% | 101 |
|
2023
Q2 | $327K | Hold |
7,843
| – | – | 0.08% | 101 |
|
2023
Q1 | $331K | Buy |
7,843
+1,473
| +23% | +$62.1K | 0.09% | 100 |
|
2022
Q4 | $273K | Buy |
+6,370
| New | +$273K | 0.07% | 119 |
|