Align Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Align Wealth Management’s Portfolio DFCF Stock Details DFCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$388K	Buy	+9,483	New	+$392K	0.33%	21

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Core Wealth Management Jupiter, Florida $356M AUM 16.73% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Align Wealth Management's DFCF Position: Q4 2022 in Review

Align Wealth Management opened a new position in Dimensional Core Fixed Income ETF (DFCF) in Q4 2022: 9,483 shares worth $388K. The stake represents 0.33% of the portfolio and ranks #21 among its holdings.

162 funds tracked by Wall St. Rank hold DFCF as of Q4 2022.

Align Wealth Management held 9,483 shares of Dimensional Core Fixed Income ETF worth $388K as of Q4 2022.
Dimensional Core Fixed Income ETF was a new Align Wealth Management position in Q4 2022.
Dimensional Core Fixed Income ETF made up 0.33% of Align Wealth Management's portfolio in Q4 2022, its #21 holding.
162 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.