SHFA
SC&H Financial 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 | $4.59M | Buy |
108,651
+5,513
| +5% | +$233K | 0.78% | 21 |
|
|
2025
Q1 | $4.34M | Buy |
103,138
+11,238
| +12% | +$473K | 0.85% | 21 |
|
|
2024
Q4 | $3.79M | Buy |
91,900
+20,337
| +28% | +$839K | 0.78% | 23 |
|
|
2024
Q3 | $3.09M | Buy |
71,563
+18,583
| +35% | +$803K | 0.68% | 24 |
|
|
2024
Q2 | $2.2M | Buy |
52,980
+1,749
| +3% | +$72.7K | 0.54% | 31 |
|
|
2024
Q1 | $2.15M | Buy |
51,231
+5,784
| +13% | +$243K | 0.56% | 30 |
|
|
2023
Q4 | $1.93M | Buy |
45,447
+13,417
| +42% | +$569K | 0.56% | 31 |
|
|
2023
Q3 | $1.29M | Buy |
32,030
+7,558
| +31% | +$305K | 0.43% | 37 |
|
|
2023
Q2 | $1.02M | Buy |
24,472
+15,834
| +183% | +$661K | 0.34% | 55 |
|
|
2023
Q1 | $367K | Sell |
8,638
-6,284
| -42% | -$267K | 0.13% | 103 |
|
|
2022
Q4 | $620K | Sell |
14,922
-5,727
| -28% | -$238K | 0.26% | 76 |
|
|
2022
Q3 | $845K | Buy |
20,649
+5,680
| +38% | +$232K | 0.42% | 50 |
|
|
2022
Q2 | $653K | Buy |
+14,969
| New | +$653K | 0.3% | 67 |
|