Porter White Investment 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 | $4.53M | Buy |
107,088
+7,890
| +8% | +$333K | 2.11% | 10 |
|
|
2025
Q1 | $4.17M | Buy |
99,198
+9,662
| +11% | +$406K | 2.06% | 11 |
|
|
2024
Q4 | $3.7M | Buy |
89,536
+3,467
| +4% | +$143K | 1.87% | 10 |
|
|
2024
Q3 | $3.72M | Buy |
86,069
+2,962
| +4% | +$128K | 1.86% | 11 |
|
|
2024
Q2 | $3.45M | Buy |
83,107
+1,042
| +1% | +$43.3K | 1.85% | 11 |
|
|
2024
Q1 | $3.44M | Buy |
82,065
+14,697
| +22% | +$617K | 1.83% | 11 |
|
|
2023
Q4 | $2.86M | Buy |
67,368
+10,991
| +19% | +$466K | 1.78% | 11 |
|
|
2023
Q3 | $2.28M | Buy |
56,377
+20,183
| +56% | +$815K | 1.74% | 10 |
|
|
2023
Q2 | $1.51M | Buy |
36,194
+21,401
| +145% | +$893K | 1.2% | 8 |
|
|
2023
Q1 | $629K | Buy |
14,793
+1,042
| +8% | +$44.3K | 0.54% | 13 |
|
|
2022
Q4 | $571K | Buy |
+13,751
| New | +$571K | 0.51% | 13 |
|