SW
Schulz Wealth’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 | $1.63M | Buy |
38,519
+21,873
| +131% | +$924K | 1.22% | 19 |
|
|
2025
Q1 | $700K | Buy |
16,646
+1,692
| +11% | +$71.2K | 0.53% | 29 |
|
|
2024
Q4 | $617K | Sell |
14,954
-5,929
| -28% | -$245K | 0.47% | 29 |
|
|
2024
Q3 | $902K | Buy |
20,883
+11,751
| +129% | +$508K | 0.7% | 22 |
|
|
2024
Q2 | $379K | Buy |
9,132
+455
| +5% | +$18.9K | 0.32% | 40 |
|
|
2024
Q1 | $364K | Buy |
+8,677
| New | +$364K | 0.31% | 39 |
|