Simplicity Wealth’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 | $595K | Sell |
14,079
-109,306
| -89% | -$4.62M | 0.02% | 417 |
|
2025
Q1 | $5.19M | Buy |
123,385
+96,113
| +352% | +$4.04M | 0.4% | 50 |
|
2024
Q4 | $1.13M | Sell |
27,272
-492
| -2% | -$20.3K | 0.23% | 81 |
|
2024
Q3 | $1.2M | Sell |
27,764
-657
| -2% | -$28.4K | 0.11% | 166 |
|
2024
Q2 | $1.18M | Buy |
28,421
+2,679
| +10% | +$111K | 0.03% | 486 |
|
2024
Q1 | $1.08M | Buy |
+25,742
| New | +$1.08M | 0.03% | 497 |
|
2023
Q4 | – | Sell |
-5,528
| Closed | -$223K | – | 182 |
|
2023
Q3 | $223K | Buy |
+5,528
| New | +$223K | 0.13% | 82 |
|