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Concourse Financial Group Securities’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-2,587
Closed -$109K – 2321
2023
Q4 		$110K Hold
2,587
– – 0.01% 869
2023
Q3 		$104K Hold
2,587
– – 0.01% 843
2023
Q2 		$108K Hold
2,587
– – 0.01% 855
2023
Q1 		$110K Buy
+2,587
New +$109K 0.01% 838

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HSA
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BHWM
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W
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OIA
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DPW
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BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Pathstone Holdings
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GWWM
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Concourse Financial Group Securities's DFCF Position: Q1 2024 in Review

Concourse Financial Group Securities sold out of Dimensional Core Fixed Income ETF (DFCF) in Q1 2024, closing a stake of 2,587 shares — an estimated $109K sold.

Concourse Financial Group Securities first reported a position in DFCF in Q1 2023 and held it in 4 quarters. The position peaked at $110K in Q1 2023. 283 funds tracked by Wall St. Rank hold DFCF as of Q1 2024.

  • Concourse Financial Group Securities reported no remaining Dimensional Core Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,587 Dimensional Core Fixed Income ETF shares in Q1 2024, an estimated $109K.
  • Concourse Financial Group Securities first reported a position in Dimensional Core Fixed Income ETF in Q1 2023 and held it in 4 quarters.
  • Concourse Financial Group Securities's Dimensional Core Fixed Income ETF position peaked at $110K in Q1 2023.
  • 283 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2024.

Based on Concourse Financial Group Securities's 13F filing for Q1 2024, filed 1 May 2024.