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

Founders Financial 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
Q3 		– Sell
-4,918
Closed -$204K – 439
2024
Q2 		$204K Sell
4,918
-184
-4% -$7.62K 0.02% 404
2024
Q1 		$214K Buy
+5,102
New +$214K 0.02% 357

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 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 $4.43B AUM 26.6% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Founders Financial Securities's DFCF Position: Q3 2024 in Review

Founders Financial Securities sold out of Dimensional Core Fixed Income ETF (DFCF) in Q3 2024, closing a stake of 4,918 shares — an estimated $204K sold.

Founders Financial Securities first reported a position in DFCF in Q1 2024 and held it in 2 quarters. The position peaked at $214K in Q1 2024. 318 funds tracked by Wall St. Rank hold DFCF as of Q3 2024.

  • Founders Financial Securities reported no remaining Dimensional Core Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
  • Founders Financial Securities sold 4,918 Dimensional Core Fixed Income ETF shares in Q3 2024, an estimated $204K.
  • Founders Financial Securities first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and held it in 2 quarters.
  • Founders Financial Securities's Dimensional Core Fixed Income ETF position peaked at $214K in Q1 2024.
  • 318 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2024.

Based on Founders Financial Securities's 13F filing for Q3 2024, filed 12 Nov 2024.