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 |
|