MFG
DFCF icon

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

Mendota Financial Group’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
-2,222
Closed -$92.1K – 382
2024
Q1 		$93.2K Buy
2,222
+12
+0.5% +$504 0.05% 139
2023
Q4 		$93.7K Sell
2,210
-6,998
-76% -$286K 0.07% 150
2023
Q3 		$372K Sell
9,208
-5,755
-38% -$237K 0.39% 30
2023
Q2 		$624K Buy
14,963
+3,015
+25% +$127K 0.71% 20
2023
Q1 		$554K Sell
11,948
-8,752
-42% -$370K 0.55% 24
2022
Q4 		$859K Buy
+20,700
New +$856K 1.09% 18

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

Mendota Financial Group's DFCF Position: Q2 2024 in Review

Mendota Financial Group sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2024, closing a stake of 2,222 shares — an estimated $92.1K sold.

Mendota Financial Group first reported a position in DFCF in Q4 2022 and held it in 6 quarters. The position peaked at $859K in Q4 2022. 302 funds tracked by Wall St. Rank hold DFCF as of Q2 2024.

  • Mendota Financial Group reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2024 after selling out during the quarter.
  • Mendota Financial Group sold 2,222 Dimensional Core Fixed Income ETF shares in Q2 2024, an estimated $92.1K.
  • Mendota Financial Group first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and held it in 6 quarters.
  • Mendota Financial Group's Dimensional Core Fixed Income ETF position peaked at $859K in Q4 2022.
  • 302 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2024.

Based on Mendota Financial Group's 13F filing for Q2 2024, filed 11 Jul 2024.