Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-21,100
| Closed | -$877K | – | 2186 |
|
|
2024
Q2 | $877K | Buy |
21,100
+81
| +0.4% | +$3.37K | 0.03% | 368 |
|
|
2024
Q1 | $882K | Sell |
21,019
-1,431
| -6% | -$60K | 0.02% | 399 |
|
|
2023
Q4 | $945K | Buy |
22,450
+5,018
| +29% | +$211K | 0.03% | 374 |
|
|
2023
Q3 | $704K | Buy |
17,432
+3,333
| +24% | +$135K | 0.03% | 406 |
|
|
2023
Q2 | $588K | Buy |
14,099
+323
| +2% | +$13.5K | 0.02% | 454 |
|
|
2023
Q1 | $585K | Buy |
13,776
+8,657
| +169% | +$368K | 0.02% | 455 |
|
|
2022
Q4 | $213K | Buy |
5,119
+2,855
| +126% | +$119K | 0.01% | 541 |
|
|
2022
Q3 | $93K | Buy |
+2,264
| New | +$93K | 0.01% | 730 |
|