Steward Partners Investment Advisory’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
$267K Sell
6,323
-19,993
-76% -$845K ﹤0.01% 1612
2025
Q1
$1.11M Sell
26,316
-58,340
-69% -$2.45M 0.01% 884
2024
Q4
$3.49M Sell
84,656
-4,252
-5% -$175K 0.03% 472
2024
Q3
$3.84M Buy
88,908
+7,951
+10% +$343K 0.04% 438
2024
Q2
$3.36M Buy
80,957
+18,650
+30% +$775K 0.04% 440
2024
Q1
$2.61M Buy
62,307
+2,327
+4% +$97.6K 0.03% 495
2023
Q4
$2.54M Buy
59,980
+13,511
+29% +$573K 0.03% 441
2023
Q3
$1.88M Buy
+46,469
New +$1.88M 0.03% 488