CPWM LLC’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

CPWM LLC’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 Q3	–	Sell	-5,458	Closed	-$238K	–	343
2022 Q2	$238K	Buy	+5,458	New	+$242K	0.02%	338

Other funds holding DFCF

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.05B AUM 19.75% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

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

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return