WP
WealthSource Partners’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.19M | Sell |
169,542
-24,357
| -13% | -$1.03M | 0.47% | 38 |
|
|
2023
Q3 | $7.83M | Sell |
193,899
-72,727
| -27% | -$2.94M | 0.53% | 34 |
|
|
2023
Q2 | $11.1M | Sell |
266,626
-7,357
| -3% | -$307K | 0.73% | 20 |
|
|
2023
Q1 | $11.6M | Buy |
273,983
+36,201
| +15% | +$1.54M | 0.79% | 19 |
|
|
2022
Q4 | $9.87M | Buy |
237,782
+69,197
| +41% | +$2.87M | 0.7% | 24 |
|
|
2022
Q3 | $6.9M | Sell |
168,585
-20,179
| -11% | -$826K | 0.51% | 32 |
|
|
2022
Q2 | $8.23M | Buy |
+188,764
| New | +$8.23M | 0.6% | 29 |
|