SIS
Strategic Investment Solutions’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 | $6M | Sell |
142,056
-65,839
| -32% | -$2.78M | 1.82% | 13 |
|
2025
Q1 | $8.74M | Buy |
207,895
+50,495
| +32% | +$2.12M | 2.54% | 11 |
|
2024
Q4 | $6.54M | Buy |
157,400
+40,155
| +34% | +$1.67M | 2.19% | 13 |
|
2024
Q3 | $5.06M | Buy |
117,245
+14,811
| +14% | +$640K | 1.52% | 18 |
|
2024
Q2 | $4.33M | Buy |
+102,434
| New | +$4.33M | 1.4% | 18 |
|
2023
Q4 | $902K | Sell |
21,265
-826,765
| -97% | -$35.1M | 0.16% | 72 |
|
2023
Q3 | $35M | Buy |
848,030
+828,465
| +4,234% | +$34.2M | 0.43% | 43 |
|
2023
Q2 | $825K | Sell |
19,565
-28,712
| -59% | -$1.21M | 0.17% | 57 |
|
2023
Q1 | $2.05M | Sell |
48,277
-6,803
| -12% | -$289K | 0.4% | 46 |
|
2022
Q4 | $2.38M | Buy |
+55,080
| New | +$2.38M | 1.17% | 22 |
|