MWA
DFCF icon

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

Midland 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
2024
Q3 		– Sell
-6,479
Closed -$269K – 197
2024
Q2 		$269K Buy
+6,479
New +$268K 0.02% 178

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 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
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
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Midland Wealth Advisors's DFCF Position: Q3 2024 in Review

Midland Wealth Advisors sold out of Dimensional Core Fixed Income ETF (DFCF) in Q3 2024, closing a stake of 6,479 shares — an estimated $269K sold.

Midland Wealth Advisors first reported a position in DFCF in Q2 2024 and held it in 1 quarter. The position peaked at $269K in Q2 2024. 318 funds tracked by Wall St. Rank hold DFCF as of Q3 2024.

  • Midland Wealth Advisors reported no remaining Dimensional Core Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
  • Midland Wealth Advisors sold 6,479 Dimensional Core Fixed Income ETF shares in Q3 2024, an estimated $269K.
  • Midland Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q2 2024 and held it in 1 quarter.
  • Midland Wealth Advisors's Dimensional Core Fixed Income ETF position peaked at $269K in Q2 2024.
  • 318 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2024.

Based on Midland Wealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.