Waverly Advisors’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 | $376K | Hold |
8,895
| – | – | ﹤0.01% | 891 |
|
|
2025
Q1 | $374K | Buy |
8,895
+329
| +4% | +$13.8K | ﹤0.01% | 858 |
|
|
2024
Q4 | $354K | Hold |
8,566
| – | – | 0.01% | 772 |
|
|
2024
Q3 | $370K | Sell |
8,566
-7,845
| -48% | -$339K | 0.01% | 636 |
|
|
2024
Q2 | $682K | Sell |
16,411
-10,742
| -40% | -$446K | 0.01% | 506 |
|
|
2024
Q1 | $1.14M | Sell |
27,153
-1,117
| -4% | -$46.9K | 0.03% | 345 |
|
|
2023
Q4 | $1.2M | Sell |
28,270
-1,518
| -5% | -$64.4K | 0.04% | 200 |
|
|
2023
Q3 | $1.2M | Sell |
29,788
-3,921
| -12% | -$158K | 0.05% | 179 |
|
|
2023
Q2 | $1.41M | Buy |
+33,709
| New | +$1.41M | 0.06% | 157 |
|