AWM
DFCF icon

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

Aspire 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
2024
Q3 		$33.6K Sell
779
-2,082
-73% -$88.8K 0.02% 157
2024
Q2 		$119K Buy
2,861
+144
+5% +$5.97K 0.07% 113
2024
Q1 		$114K Buy
2,717
+299
+12% +$12.6K 0.07% 117
2023
Q4 		$103K Sell
2,418
-7
-0.3% -$286 0.07% 109
2023
Q3 		$97.9K Buy
2,425
+235
+11% +$9.69K 0.07% 106
2023
Q2 		$91.4K Buy
2,190
+887
+68% +$37.4K 0.07% 110
2023
Q1 		$55.4K Buy
1,303
+595
+84% +$25.2K 0.05% 120
2022
Q4 		$29.4K Buy
+708
New +$29.3K 0.03% 132

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Aspire Wealth Management's DFCF Position: Q3 2024 in Review

Aspire Wealth Management reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 73% in Q3 2024, selling an estimated $88.8K and leaving 779 shares worth $33.6K. The position accounts for 0.02% of the portfolio, ranked #157.

Aspire Wealth Management first reported a position in DFCF in Q4 2022 and has held it in 8 quarters since. The position peaked at $119K in Q2 2024. 318 funds tracked by Wall St. Rank hold DFCF as of Q3 2024.

  • Aspire Wealth Management held 779 shares of Dimensional Core Fixed Income ETF worth $33.6K as of Q3 2024.
  • Aspire Wealth Management sold 2,082 Dimensional Core Fixed Income ETF shares in Q3 2024, an estimated $88.8K.
  • Dimensional Core Fixed Income ETF made up 0.02% of Aspire Wealth Management's portfolio in Q3 2024, its #157 holding.
  • Aspire Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 8 quarters since.
  • Aspire Wealth Management's Dimensional Core Fixed Income ETF position peaked at $119K in Q2 2024.
  • 318 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.