Wealthspan 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 | $6.82M | Buy |
161,396
+109
| +0.1% | +$4.61K | 2.82% | 7 |
|
2025
Q1 | $6.78M | Sell |
161,287
-1,993
| -1% | -$83.8K | 3.13% | 7 |
|
2024
Q4 | $6.74M | Buy |
163,280
+2,071
| +1% | +$85.5K | 3.22% | 5 |
|
2024
Q3 | $6.96M | Buy |
161,209
+19,561
| +14% | +$845K | 3.44% | 5 |
|
2024
Q2 | $5.88M | Buy |
141,648
+11,962
| +9% | +$497K | 3.25% | 6 |
|
2024
Q1 | $5.44M | Buy |
129,686
+13,072
| +11% | +$548K | 3.21% | 6 |
|
2023
Q4 | $4.94M | Buy |
116,614
+7,863
| +7% | +$333K | 3.46% | 5 |
|
2023
Q3 | $4.39M | Buy |
108,751
+53,199
| +96% | +$2.15M | 3.47% | 5 |
|
2023
Q2 | $2.32M | Buy |
55,552
+23,671
| +74% | +$988K | 1.83% | 14 |
|
2023
Q1 | $1.35M | Buy |
+31,881
| New | +$1.35M | 1.16% | 18 |
|