Sax Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.8M | Sell |
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|
2025
Q2 | $15.5M | Sell |
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|
2025
Q1 | $29.2M | Sell |
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|
2024
Q4 | $31.7M | Sell |
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|
2024
Q3 | $34.3M | Buy |
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|
2024
Q2 | $32.2M | Sell |
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|
2024
Q1 | $35.5M | Buy |
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|
2023
Q4 | $22M | Buy |
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|
2023
Q3 | $15.8M | Buy |
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|
2023
Q2 | $13.3M | Buy |
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|
2023
Q1 | $9.05M | Buy |
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|
2022
Q4 | $5.98M | Buy |
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|
2022
Q3 | $1.93M | Buy |
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|
2022
Q2 | $1.54M | Buy |
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