LF
DFCF icon

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

Lee Financial’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
Q1 		– Sell
-886
Closed -$37.6K – 322
2023
Q4 		$37.6K Hold
886
– – 0.01% 258
2023
Q3 		$35.8K Hold
886
– – 0.01% 249
2023
Q2 		$37K Hold
886
– – 0.01% 244
2023
Q1 		$37.7K Buy
886
+283
+47% +$12K 0.01% 253
2022
Q4 		$25K Buy
+603
New +$24.9K ﹤0.01% 314

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Lee Financial's DFCF Position: Q1 2024 in Review

Lee Financial sold out of Dimensional Core Fixed Income ETF (DFCF) in Q1 2024, closing a stake of 886 shares — an estimated $37.6K sold.

Lee Financial first reported a position in DFCF in Q4 2022 and held it in 5 quarters. The position peaked at $37.7K in Q1 2023. 283 funds tracked by Wall St. Rank hold DFCF as of Q1 2024.

  • Lee Financial reported no remaining Dimensional Core Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 886 Dimensional Core Fixed Income ETF shares in Q1 2024, an estimated $37.6K.
  • Lee Financial first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and held it in 5 quarters.
  • Lee Financial's Dimensional Core Fixed Income ETF position peaked at $37.7K in Q1 2023.
  • 283 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.