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 $4.48B AUM 13.76% 1-Year Est. Return

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.05B AUM 19.75% 1-Year Est. Return

Core Wealth Management Jupiter, Florida $326M AUM 14.89% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return