Ruedi Wealth Management’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 | $5.14M | Sell |
121,613
-19,861
| -14% | -$839K | 1.52% | 14 |
|
|
2025
Q1 | $5.95M | Sell |
141,474
-18,722
| -12% | -$787K | 1.86% | 14 |
|
|
2024
Q4 | $6.61M | Sell |
160,196
-81,807
| -34% | -$3.38M | 2.09% | 13 |
|
|
2024
Q3 | $10.5M | Sell |
242,003
-45,759
| -16% | -$1.98M | 3.59% | 9 |
|
|
2024
Q2 | $12M | Sell |
287,762
-77,203
| -21% | -$3.21M | 4.71% | 7 |
|
|
2024
Q1 | $15.3M | Sell |
364,965
-46,615
| -11% | -$1.96M | 6.44% | 3 |
|
|
2023
Q4 | $17.5M | Buy |
411,580
+45,668
| +12% | +$1.94M | 8.23% | 2 |
|
|
2023
Q3 | $14.8M | Buy |
365,912
+48,715
| +15% | +$1.97M | 8.46% | 2 |
|
|
2023
Q2 | $13.2M | Buy |
317,197
+39,826
| +14% | +$1.66M | 7.78% | 3 |
|
|
2023
Q1 | $11.8M | Buy |
277,371
+41,328
| +18% | +$1.76M | 7.57% | 4 |
|
|
2022
Q4 | $9.8M | Buy |
+236,043
| New | +$9.8M | 6.91% | 4 |
|