UWM
USAdvisors Wealth Management’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 | $1.42M | Buy |
33,562
+2,613
| +8% | +$110K | 0.53% | 49 |
|
|
2025
Q1 | $1.3M | Sell |
30,949
-22,622
| -42% | -$951K | 0.45% | 52 |
|
|
2024
Q4 | $2.21M | Buy |
53,571
+3,300
| +7% | +$136K | 0.72% | 38 |
|
|
2024
Q3 | $2.18M | Sell |
50,271
-996
| -2% | -$43.1K | 0.76% | 37 |
|
|
2024
Q2 | $2.13M | Buy |
51,267
+3,412
| +7% | +$142K | 0.75% | 39 |
|
|
2024
Q1 | $2.01M | Buy |
47,855
+11,825
| +33% | +$497K | 0.76% | 41 |
|
|
2023
Q4 | $1.53M | Buy |
36,030
+10,105
| +39% | +$428K | 0.63% | 47 |
|
|
2023
Q3 | $1.05M | Sell |
25,925
-34,530
| -57% | -$1.39M | 0.47% | 54 |
|
|
2023
Q2 | $872K | Buy |
60,455
+9,652
| +19% | +$139K | 0.41% | 62 |
|
|
2023
Q1 | $907K | Buy |
50,803
+15,401
| +44% | +$275K | 0.43% | 59 |
|
|
2022
Q4 | $1.47M | Buy |
35,402
+28,027
| +380% | +$1.16M | 0.71% | 36 |
|
|
2022
Q3 | $302K | Buy |
+7,375
| New | +$302K | 0.15% | 98 |
|