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Howe & Rusling’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Howe & Rusling’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
Q2 		– Sell
-1,205
Closed -$50.5K – 371
2024
Q1 		$50.5K Buy
+1,205
New +$50.6K ﹤0.01% 295

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 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
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Howe & Rusling's DFCF Position: Q2 2024 in Review

Howe & Rusling sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2024, closing a stake of 1,205 shares — an estimated $50.5K sold.

Howe & Rusling first reported a position in DFCF in Q1 2024 and held it in 1 quarter. The position peaked at $50.5K in Q1 2024. 302 funds tracked by Wall St. Rank hold DFCF as of Q2 2024.

  • Howe & Rusling reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2024 after selling out during the quarter.
  • Howe & Rusling sold 1,205 Dimensional Core Fixed Income ETF shares in Q2 2024, an estimated $50.5K.
  • Howe & Rusling first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and held it in 1 quarter.
  • Howe & Rusling's Dimensional Core Fixed Income ETF position peaked at $50.5K in Q1 2024.
  • 302 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2024.

Based on Howe & Rusling's 13F filing for Q2 2024, filed 14 Aug 2024.