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Annis Gardner Whiting Capital Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2023
Q4 		– Sell
-2,584
Closed -$104K – 703
2023
Q3 		$104K Buy
+2,584
New +$107K 0.06% 202

Other funds holding DFCF

TI
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HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's DFCF Position: Q4 2023 in Review

Annis Gardner Whiting Capital Advisors sold out of Dimensional Core Fixed Income ETF (DFCF) in Q4 2023, closing a stake of 2,584 shares — an estimated $104K sold.

Annis Gardner Whiting Capital Advisors first reported a position in DFCF in Q3 2023 and held it in 1 quarter. The position peaked at $104K in Q3 2023. 266 funds tracked by Wall St. Rank hold DFCF as of Q4 2023.

  • Annis Gardner Whiting Capital Advisors reported no remaining Dimensional Core Fixed Income ETF position as of Q4 2023 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 2,584 Dimensional Core Fixed Income ETF shares in Q4 2023, an estimated $104K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Dimensional Core Fixed Income ETF in Q3 2023 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Dimensional Core Fixed Income ETF position peaked at $104K in Q3 2023.
  • 266 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2023.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.