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Cahill Financial Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Cahill Financial 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
2022
Q2 		– Sell
-5,142
Closed -$239K – 209
2022
Q1 		$239K Buy
+5,142
New +$247K 0.05% 203

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AF
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MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
CWR
Chico Wealth RIA Chico, California $164M AUM 24.86% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Cahill Financial Advisors's DFCF Position: Q2 2022 in Review

Cahill Financial Advisors sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2022, closing a stake of 5,142 shares — an estimated $239K sold.

Cahill Financial Advisors first reported a position in DFCF in Q1 2022 and held it in 1 quarter. The position peaked at $239K in Q1 2022. 67 funds tracked by Wall St. Rank hold DFCF as of Q2 2022.

  • Cahill Financial Advisors reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2022 after selling out during the quarter.
  • Cahill Financial Advisors sold 5,142 Dimensional Core Fixed Income ETF shares in Q2 2022, an estimated $239K.
  • Cahill Financial Advisors first reported a position in Dimensional Core Fixed Income ETF in Q1 2022 and held it in 1 quarter.
  • Cahill Financial Advisors's Dimensional Core Fixed Income ETF position peaked at $239K in Q1 2022.
  • 67 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2022.

Based on Cahill Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.