CWM
DFCF icon

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

Castle 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
2022
Q4 		– Sell
-1
Closed – – 230
2022
Q3 		$0 Sell
1
-4
-80% -$174 ﹤0.01% 682
2022
Q2 		$0 Buy
+5
New +$222 ﹤0.01% 675

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $326M AUM 14.89% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Castle Wealth Management's DFCF Position: Q4 2022 in Review

Castle Wealth Management sold out of Dimensional Core Fixed Income ETF (DFCF) in Q4 2022, closing a stake of 1 share.

Castle Wealth Management first reported a position in DFCF in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 162 funds tracked by Wall St. Rank hold DFCF as of Q4 2022.

  • Castle Wealth Management reported no remaining Dimensional Core Fixed Income ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 1 Dimensional Core Fixed Income ETF share in Q4 2022.
  • Castle Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Dimensional Core Fixed Income ETF position peaked at $0 in Q3 2022.
  • 162 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.