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

Baker Tilly 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
2023 Q3	–	Sell	-6,760	Closed	-$282K	–	486
2023 Q2	$282K	Hold	6,760	–	–	0.03%	462
2023 Q1	$287K	Hold	6,760	–	–	0.03%	458
2022 Q4	$281K	Hold	6,760	–	–	0.03%	448
2022 Q3	$277K	Buy	+6,760	New	+$293K	0.04%	424

Other funds holding DFCF

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FSWA

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

CWM

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

GWWM

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Baker Tilly Wealth Management's DFCF Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Dimensional Core Fixed Income ETF (DFCF) in Q3 2023, closing a stake of 6,760 shares — an estimated $282K sold.

Baker Tilly Wealth Management first reported a position in DFCF in Q3 2022 and held it in 4 quarters. The position peaked at $287K in Q1 2023. 209 funds tracked by Wall St. Rank hold DFCF as of Q3 2023.

Baker Tilly Wealth Management reported no remaining Dimensional Core Fixed Income ETF position as of Q3 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 6,760 Dimensional Core Fixed Income ETF shares in Q3 2023, an estimated $282K.
Baker Tilly Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q3 2022 and held it in 4 quarters.
Baker Tilly Wealth Management's Dimensional Core Fixed Income ETF position peaked at $287K in Q1 2023.
209 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.