Safeguard Investment Advisory Group’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 | $4.98M | Sell |
117,765
-189
| -0.2% | -$7.99K | 1.24% | 13 |
|
2025
Q1 | $4.96M | Sell |
117,954
-4,526
| -4% | -$190K | 1.35% | 10 |
|
2024
Q4 | $5.05M | Buy |
122,480
+3,489
| +3% | +$144K | 1.39% | 11 |
|
2024
Q3 | $5.14M | Buy |
118,991
+8,258
| +7% | +$357K | 1.47% | 11 |
|
2024
Q2 | $4.6M | Buy |
110,733
+24,313
| +28% | +$1.01M | 1.43% | 11 |
|
2024
Q1 | $3.63M | Buy |
86,420
+13,683
| +19% | +$574K | 1.23% | 12 |
|
2023
Q4 | $3.08M | Buy |
72,737
+8,315
| +13% | +$353K | 1.16% | 13 |
|
2023
Q3 | $2.6M | Sell |
64,422
-2,850
| -4% | -$115K | 1.13% | 13 |
|
2023
Q2 | $2.81M | Buy |
67,272
+22,033
| +49% | +$919K | 1.2% | 13 |
|
2023
Q1 | $1.92M | Buy |
+45,239
| New | +$1.92M | 0.92% | 21 |
|