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Chico Wealth RIA’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Chico Wealth RIA’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
Q4 		– Sell
-31,222
Closed -$1.35M – 31
2024
Q3 		$1.35M Hold
31,222
– – 1.15% 9
2024
Q2 		$1.3M Hold
31,222
– – 1.19% 8
2024
Q1 		$1.31M Hold
31,222
– – 1.24% 9
2023
Q4 		$1.32M Hold
31,222
– – 1.38% 8
2023
Q3 		$1.26M Hold
31,222
– – 1.51% 7
2023
Q2 		$1.3M Sell
31,222
-3,929
-11% -$166K 1.55% 7
2023
Q1 		$1.49M Hold
35,151
– – 1.92% 7
2022
Q4 		$1.46M Buy
35,151
+5,547
+19% +$229K 1.63% 8
2022
Q3 		$1.21M Sell
29,604
-349,654
-92% -$15.2M 1.41% 10
2022
Q2 		$16.5M Buy
379,258
+85,999
+29% +$3.81M 13.44% 4
2022
Q1 		$13.6M Buy
+293,259
New +$14.1M 10.91% 4

Other funds holding DFCF

EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
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
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Chico Wealth RIA's DFCF Position: Q4 2024 in Review

Chico Wealth RIA sold out of Dimensional Core Fixed Income ETF (DFCF) in Q4 2024, closing a stake of 31,222 shares — an estimated $1.35M sold.

Chico Wealth RIA first reported a position in DFCF in Q1 2022 and held it in 11 quarters. The position peaked at $16.5M in Q2 2022. 391 funds tracked by Wall St. Rank hold DFCF as of Q4 2024.

  • Chico Wealth RIA reported no remaining Dimensional Core Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • Chico Wealth RIA sold 31,222 Dimensional Core Fixed Income ETF shares in Q4 2024, an estimated $1.35M.
  • Chico Wealth RIA first reported a position in Dimensional Core Fixed Income ETF in Q1 2022 and held it in 11 quarters.
  • Chico Wealth RIA's Dimensional Core Fixed Income ETF position peaked at $16.5M in Q2 2022.
  • 391 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2024.

Based on Chico Wealth RIA's 13F filing for Q4 2024, filed 22 Jan 2025.