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Marshall Financial Group (Pennsylvania)’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Marshall Financial Group (Pennsylvania)’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
Q3 		– Sell
-6,980
Closed -$290K – 54
2024
Q2 		$290K Buy
+6,980
New +$289K 0.09% 48

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AC
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FMI
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Marshall Financial Group (Pennsylvania)'s DFCF Position: Q3 2024 in Review

Marshall Financial Group (Pennsylvania) sold out of Dimensional Core Fixed Income ETF (DFCF) in Q3 2024, closing a stake of 6,980 shares — an estimated $290K sold.

Marshall Financial Group (Pennsylvania) first reported a position in DFCF in Q2 2024 and held it in 1 quarter. The position peaked at $290K in Q2 2024. 318 funds tracked by Wall St. Rank hold DFCF as of Q3 2024.

  • Marshall Financial Group (Pennsylvania) reported no remaining Dimensional Core Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
  • Marshall Financial Group (Pennsylvania) sold 6,980 Dimensional Core Fixed Income ETF shares in Q3 2024, an estimated $290K.
  • Marshall Financial Group (Pennsylvania) first reported a position in Dimensional Core Fixed Income ETF in Q2 2024 and held it in 1 quarter.
  • Marshall Financial Group (Pennsylvania)'s Dimensional Core Fixed Income ETF position peaked at $290K in Q2 2024.
  • 318 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2024.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2024, filed 4 Nov 2024.