SFA
Sequoia 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 | $122M | Buy |
2,878,822
+765,145
| +36% | +$32.3M | 0.83% | 21 |
|
|
2025
Q1 | $88.9M | Buy |
2,113,677
+707,769
| +50% | +$29.8M | 0.69% | 28 |
|
|
2024
Q4 | $58M | Buy |
1,405,908
+90,592
| +7% | +$3.74M | 0.56% | 36 |
|
|
2024
Q3 | $56.8M | Buy |
1,315,316
+277,880
| +27% | +$12M | 0.61% | 33 |
|
|
2024
Q2 | $43.1M | Buy |
1,037,436
+155,942
| +18% | +$6.48M | 0.52% | 42 |
|
|
2024
Q1 | $37M | Sell |
881,494
-340,868
| -28% | -$14.3M | 0.46% | 50 |
|
|
2023
Q4 | $51.8M | Buy |
1,222,362
+108,773
| +10% | +$4.61M | 0.64% | 30 |
|
|
2023
Q3 | $45M | Buy |
1,113,589
+65,456
| +6% | +$2.64M | 0.79% | 29 |
|
|
2023
Q2 | $43.7M | Buy |
1,048,133
+14,837
| +1% | +$619K | 0.75% | 31 |
|
|
2023
Q1 | $43.9M | Buy |
+1,033,296
| New | +$43.9M | 0.98% | 21 |
|