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WESPAC Advisors SoCal’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

WESPAC Advisors SoCal’s Portfolio DFCF Stock Details DFCF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-62,500
Closed -$2.61M – 89
2023
Q2 		$2.61M Buy
62,500
+9,890
+19% +$413K 0.89% 35
2023
Q1 		$2.24M Buy
52,610
+30,760
+141% +$1.31M 0.77% 38
2022
Q4 		$907K Buy
+21,850
New +$907K 0.34% 50