BPWM
DFCF icon

Badgley Phelps Wealth Managers’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Badgley Phelps Wealth Managers’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
Q2 		– Sell
-6,506
Closed -$273K – 263
2024
Q1 		$273K Buy
+6,506
New +$273K 0.01% 226

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 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
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Badgley Phelps Wealth Managers's DFCF Position: Q2 2024 in Review

Badgley Phelps Wealth Managers sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2024, closing a stake of 6,506 shares — an estimated $273K sold.

Badgley Phelps Wealth Managers first reported a position in DFCF in Q1 2024 and held it in 1 quarter. The position peaked at $273K in Q1 2024. 302 funds tracked by Wall St. Rank hold DFCF as of Q2 2024.

  • Badgley Phelps Wealth Managers reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2024 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 6,506 Dimensional Core Fixed Income ETF shares in Q2 2024, an estimated $273K.
  • Badgley Phelps Wealth Managers first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and held it in 1 quarter.
  • Badgley Phelps Wealth Managers's Dimensional Core Fixed Income ETF position peaked at $273K in Q1 2024.
  • 302 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2024.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2024, filed 14 Aug 2024.