LWM
DFCF icon

LJI Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

LJI Wealth Management’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
Q3 		– Sell
-49,784
Closed -$49.8K – 170
2023
Q2 		$49.8K Buy
+49,784
New +$2.1M 0.01% 175

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TI
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HSA
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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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $326M AUM 14.89% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LJI Wealth Management's DFCF Position: Q3 2023 in Review

LJI Wealth Management sold out of Dimensional Core Fixed Income ETF (DFCF) in Q3 2023, closing a stake of 49,784 shares — an estimated $49.8K sold.

LJI Wealth Management first reported a position in DFCF in Q2 2023 and held it in 1 quarter. The position peaked at $49.8K in Q2 2023. 209 funds tracked by Wall St. Rank hold DFCF as of Q3 2023.

  • LJI Wealth Management reported no remaining Dimensional Core Fixed Income ETF position as of Q3 2023 after selling out during the quarter.
  • LJI Wealth Management sold 49,784 Dimensional Core Fixed Income ETF shares in Q3 2023, an estimated $49.8K.
  • LJI Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q2 2023 and held it in 1 quarter.
  • LJI Wealth Management's Dimensional Core Fixed Income ETF position peaked at $49.8K in Q2 2023.
  • 209 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2023.

Based on LJI Wealth Management's 13F filing for Q3 2023, filed 2 Feb 2024.