USWIA
UP Strategic Wealth Investment Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,086
| Closed | -$263K | – | 82 |
|
|
2024
Q3 | $263K | Sell |
6,086
-72,446
| -92% | -$3.13M | 0.29% | 61 |
|
|
2024
Q2 | $3.26M | Buy |
78,532
+6,301
| +9% | +$262K | 4.94% | 6 |
|
|
2024
Q1 | $3.03M | Buy |
72,231
+1,629
| +2% | +$68.3K | 4.96% | 5 |
|
|
2023
Q4 | $2.99M | Buy |
+70,602
| New | +$2.99M | 5.46% | 5 |
|