Schwarz Dygos Wheeler Investment Advisors’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 | $4.13M | Buy |
97,740
+14,666
| +18% | +$620K | 0.94% | 28 |
|
|
2025
Q1 | $3.49M | Buy |
83,074
+9,314
| +13% | +$392K | 0.83% | 30 |
|
|
2024
Q4 | $3.04M | Buy |
73,760
+3,478
| +5% | +$144K | 0.75% | 30 |
|
|
2024
Q3 | $3.04M | Buy |
70,282
+37,680
| +116% | +$1.63M | 0.76% | 29 |
|
|
2024
Q2 | $1.35M | Buy |
32,602
+4,473
| +16% | +$186K | 0.36% | 54 |
|
|
2024
Q1 | $1.18M | Buy |
28,129
+4,506
| +19% | +$189K | 0.33% | 56 |
|
|
2023
Q4 | $1M | Buy |
23,623
+4,061
| +21% | +$172K | 0.31% | 60 |
|
|
2023
Q3 | $790K | Buy |
19,562
+4,079
| +26% | +$165K | 0.27% | 60 |
|
|
2023
Q2 | $646K | Buy |
15,483
+10,326
| +200% | +$431K | 0.21% | 70 |
|
|
2023
Q1 | $219K | Buy |
+5,157
| New | +$219K | 0.08% | 124 |
|