WealthShield Partners’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 | $73.1K | Buy |
1,730
+20
| +1% | +$845 | 0.01% | 403 |
|
|
2025
Q1 | $71.9K | Buy |
1,710
+13
| +0.8% | +$547 | 0.01% | 395 |
|
|
2024
Q4 | $70K | Sell |
1,697
-664
| -28% | -$27.4K | 0.01% | 366 |
|
|
2024
Q3 | $102K | Sell |
2,361
-578
| -20% | -$25K | 0.01% | 345 |
|
|
2024
Q2 | $122K | Sell |
2,939
-769
| -21% | -$31.9K | 0.02% | 310 |
|
|
2024
Q1 | $156K | Sell |
3,708
-12,722
| -77% | -$534K | 0.03% | 288 |
|
|
2023
Q4 | $697K | Sell |
16,430
-2,045
| -11% | -$86.7K | 0.11% | 177 |
|
|
2023
Q3 | $746K | Sell |
18,475
-1,038
| -5% | -$41.9K | 0.11% | 176 |
|
|
2023
Q2 | $814K | Sell |
19,513
-4,395
| -18% | -$183K | 0.12% | 167 |
|
|
2023
Q1 | $1.02M | Buy |
23,908
+2,567
| +12% | +$109K | 0.16% | 145 |
|
|
2022
Q4 | $891K | Buy |
+21,341
| New | +$891K | 0.17% | 142 |
|