SWA
Sax Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Sell |
367,532
-327,678
| -47% | -$13.8M | 0.94% | 22 |
|
|
2025
Q1 | $29.2M | Sell |
695,210
-72,737
| -9% | -$3.06M | 2.09% | 11 |
|
|
2024
Q4 | $31.7M | Sell |
767,947
-26,582
| -3% | -$1.1M | 2.48% | 10 |
|
|
2024
Q3 | $34.3M | Buy |
794,529
+18,808
| +2% | +$812K | 3.06% | 9 |
|
|
2024
Q2 | $32.2M | Sell |
775,721
-69,601
| -8% | -$2.89M | 3.07% | 8 |
|
|
2024
Q1 | $35.5M | Buy |
845,322
+326,410
| +63% | +$13.7M | 4.14% | 7 |
|
|
2023
Q4 | $22M | Buy |
518,912
+128,227
| +33% | +$5.44M | 3.59% | 7 |
|
|
2023
Q3 | $15.8M | Buy |
390,685
+72,805
| +23% | +$2.94M | 3.11% | 8 |
|
|
2023
Q2 | $13.3M | Buy |
317,880
+104,994
| +49% | +$4.38M | 2.64% | 9 |
|
|
2023
Q1 | $9.05M | Buy |
212,886
+68,888
| +48% | +$2.93M | 1.97% | 13 |
|
|
2022
Q4 | $5.98M | Buy |
143,998
+96,987
| +206% | +$4.03M | 1.38% | 18 |
|
|
2022
Q3 | $1.93M | Buy |
47,011
+11,701
| +33% | +$479K | 0.5% | 39 |
|
|
2022
Q2 | $1.54M | Buy |
+35,310
| New | +$1.54M | 0.39% | 47 |
|