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Intercontinental Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Intercontinental Wealth Advisors’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
Q2 		$323K Sell
7,746
-622
-7% -$26.3K 0.08% 251
2023
Q1 		$356K Buy
+8,368
New +$354K 0.09% 241

Other funds holding DFCF

TI
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
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $356M AUM 16.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Intercontinental Wealth Advisors's DFCF Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 7.4% in Q2 2023, selling an estimated $26.3K and leaving 7,746 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #251.

Intercontinental Wealth Advisors first reported a position in DFCF in Q1 2023 and has held it in 2 quarters since. The position peaked at $356K in Q1 2023. 203 funds tracked by Wall St. Rank hold DFCF as of Q2 2023.

  • Intercontinental Wealth Advisors held 7,746 shares of Dimensional Core Fixed Income ETF worth $323K as of Q2 2023.
  • Intercontinental Wealth Advisors sold 622 Dimensional Core Fixed Income ETF shares in Q2 2023, an estimated $26.3K.
  • Dimensional Core Fixed Income ETF made up 0.08% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #251 holding.
  • Intercontinental Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q1 2023 and has held it in 2 quarters since.
  • Intercontinental Wealth Advisors's Dimensional Core Fixed Income ETF position peaked at $356K in Q1 2023.
  • 203 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.