PHWM
DFCF icon

Pine Harbor Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Pine Harbor Wealth Management’s Portfolio DFCF Stock Details DFCF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,414
Closed -$225K – 102
2024
Q2 		$225K Sell
5,414
-12,010
-69% -$499K 0.13% 86
2024
Q1 		$731K Buy
17,424
+567
+3% +$23.8K 0.46% 37
2023
Q4 		$715K Buy
+16,857
New +$715K 0.54% 35