Plan Group Financial’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 | $4.11M | Sell |
97,357
-38,131
| -28% | -$1.61M | 1.35% | 17 |
|
|
2025
Q1 | $5.7M | Buy |
135,488
+13,373
| +11% | +$562K | 2.03% | 14 |
|
|
2024
Q4 | $5.04M | Buy |
122,115
+2,517
| +2% | +$104K | 2.66% | 12 |
|
|
2024
Q3 | $5.17M | Buy |
119,598
+9,166
| +8% | +$396K | 2.73% | 12 |
|
|
2024
Q2 | $4.59M | Buy |
110,432
+8,244
| +8% | +$342K | 2.81% | 12 |
|
|
2024
Q1 | $4.29M | Buy |
102,188
+13,343
| +15% | +$560K | 2.81% | 13 |
|
|
2023
Q4 | $3.77M | Sell |
88,845
-61,239
| -41% | -$2.6M | 3.31% | 14 |
|
|
2023
Q3 | $6.06M | Sell |
150,084
-109,874
| -42% | -$4.44M | 4.36% | 10 |
|
|
2023
Q2 | $10.8M | Buy |
+259,958
| New | +$10.8M | 9% | 3 |
|