DFC
DFCF icon

DBK Financial Counsel’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

DBK Financial Counsel’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
-4,885
Closed -$213K – 41
2022
Q2 		$213K Buy
+4,885
New +$217K 0.35% 39

Other funds holding DFCF

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 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
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
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

DBK Financial Counsel's DFCF Position: Q3 2022 in Review

DBK Financial Counsel sold out of Dimensional Core Fixed Income ETF (DFCF) in Q3 2022, closing a stake of 4,885 shares — an estimated $213K sold.

DBK Financial Counsel first reported a position in DFCF in Q2 2022 and held it in 1 quarter. The position peaked at $213K in Q2 2022. 89 funds tracked by Wall St. Rank hold DFCF as of Q3 2022.

  • DBK Financial Counsel reported no remaining Dimensional Core Fixed Income ETF position as of Q3 2022 after selling out during the quarter.
  • DBK Financial Counsel sold 4,885 Dimensional Core Fixed Income ETF shares in Q3 2022, an estimated $213K.
  • DBK Financial Counsel first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and held it in 1 quarter.
  • DBK Financial Counsel's Dimensional Core Fixed Income ETF position peaked at $213K in Q2 2022.
  • 89 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2022.

Based on DBK Financial Counsel's 13F filing for Q3 2022, filed 6 Oct 2022.