Root Financial Partners’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 | $57.1M | Buy |
1,352,097
+118,907
| +10% | +$5.03M | 5.52% | 4 |
|
|
2025
Q1 | $51.9M | Buy |
1,233,190
+173,782
| +16% | +$7.31M | 5.53% | 5 |
|
|
2024
Q4 | $43.7M | Buy |
1,059,408
+212,541
| +25% | +$8.77M | 5.42% | 6 |
|
|
2024
Q3 | $36.6M | Buy |
846,867
+170,894
| +25% | +$7.38M | 5.85% | 5 |
|
|
2024
Q2 | $28.1M | Buy |
675,973
+109,848
| +19% | +$4.56M | 6.57% | 5 |
|
|
2024
Q1 | $23.7M | Buy |
566,125
+33,563
| +6% | +$1.41M | 7.04% | 4 |
|
|
2023
Q4 | $22.6M | Buy |
532,562
+142,232
| +36% | +$6.03M | 8.48% | 3 |
|
|
2023
Q3 | $15.8M | Buy |
390,330
+59,559
| +18% | +$2.4M | 8.34% | 4 |
|
|
2023
Q2 | $13.8M | Buy |
330,771
+79,619
| +32% | +$3.32M | 8.22% | 4 |
|
|
2023
Q1 | $10.7M | Buy |
+251,152
| New | +$10.7M | 7.61% | 4 |
|