GoalVest Advisory’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

GoalVest Advisory’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
2023 Q4	–	Sell	-606	Closed	-$24.5K	–	400
2023 Q3	$24.5K	Buy	+606	New	+$25K	0.01%	197
2023 Q2	–	Sell	-33	Closed	-$1.4K	–	376
2023 Q1	$1.4K	Buy	+33	New	+$1.4K	﹤0.01%	229

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GoalVest Advisory's DFCF Position: Q4 2023 in Review

GoalVest Advisory sold out of Dimensional Core Fixed Income ETF (DFCF) in Q4 2023, closing a stake of 606 shares — an estimated $24.5K sold.

GoalVest Advisory first reported a position in DFCF in Q1 2023 and held it in 2 quarters. The position peaked at $24.5K in Q3 2023. 266 funds tracked by Wall St. Rank hold DFCF as of Q4 2023.

GoalVest Advisory reported no remaining Dimensional Core Fixed Income ETF position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 606 Dimensional Core Fixed Income ETF shares in Q4 2023, an estimated $24.5K.
GoalVest Advisory first reported a position in Dimensional Core Fixed Income ETF in Q1 2023 and held it in 2 quarters.
GoalVest Advisory's Dimensional Core Fixed Income ETF position peaked at $24.5K in Q3 2023.
266 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.