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Belpointe Asset Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-2,588
Closed -$110K – 1228
2023
Q1 		$110K Hold
2,588
– – 0.01% 1249
2022
Q4 		$107K Hold
2,588
– – 0.01% 1199
2022
Q3 		$106K Buy
+2,588
New +$112K 0.01% 1129

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HSA
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BHWM
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W
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PFO
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FSWA
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CWM
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SFA
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AF
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Belpointe Asset Management's DFCF Position: Q2 2023 in Review

Belpointe Asset Management sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2023, closing a stake of 2,588 shares — an estimated $110K sold.

Belpointe Asset Management first reported a position in DFCF in Q3 2022 and held it in 3 quarters. The position peaked at $110K in Q1 2023. 203 funds tracked by Wall St. Rank hold DFCF as of Q2 2023.

  • Belpointe Asset Management reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,588 Dimensional Core Fixed Income ETF shares in Q2 2023, an estimated $110K.
  • Belpointe Asset Management first reported a position in Dimensional Core Fixed Income ETF in Q3 2022 and held it in 3 quarters.
  • Belpointe Asset Management's Dimensional Core Fixed Income ETF position peaked at $110K in Q1 2023.
  • 203 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.