RCS Financial Planning’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 | $16.9M | Sell |
399,256
-17,990
| -4% | -$760K | 8.39% | 2 |
|
|
2025
Q1 | $17.5M | Buy |
417,246
+10,764
| +3% | +$453K | 9.26% | 2 |
|
|
2024
Q4 | $16.8M | Sell |
406,482
-246,875
| -38% | -$10.2M | 8.93% | 2 |
|
|
2024
Q3 | $28.2M | Buy |
653,357
+36,931
| +6% | +$1.6M | 15.67% | 1 |
|
|
2024
Q2 | $25.6M | Buy |
616,426
+150,999
| +32% | +$6.27M | 15.1% | 1 |
|
|
2024
Q1 | $19.5M | Sell |
465,427
-76,454
| -14% | -$3.21M | 12.02% | 1 |
|
|
2023
Q4 | $23M | Buy |
541,881
+68,770
| +15% | +$2.92M | 15.03% | 1 |
|
|
2023
Q3 | $19.1M | Buy |
473,111
+92,447
| +24% | +$3.73M | 14.59% | 1 |
|
|
2023
Q2 | $15.9M | Buy |
380,664
+20,825
| +6% | +$869K | 13.11% | 2 |
|
|
2023
Q1 | $15.3M | Buy |
359,839
+1,545
| +0.4% | +$65.7K | 13.57% | 2 |
|
|
2022
Q4 | $14.9M | Buy |
+358,294
| New | +$14.9M | 14.45% | 1 |
|