OLVIG
DFCF icon

Oliver Lagore Vanvalin Investment Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Oliver Lagore Vanvalin Investment 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
Q4 		$91.8K Buy
2,223
+1,342
+152% +$56.5K 0.02% 187
2024
Q3 		$38K Buy
881
+46
+6% +$1.96K 0.01% 271
2024
Q2 		$34.7K Buy
835
+237
+40% +$9.82K 0.01% 277
2024
Q1 		$25.1K Sell
598
-255
-30% -$10.7K 0.01% 316
2023
Q4 		$36.2K Buy
853
+699
+454% +$28.6K 0.01% 244
2023
Q3 		$6.22K Buy
154
+41
+36% +$1.69K ﹤0.01% 512
2023
Q2 		$4.71K Hold
113
– – ﹤0.01% 574
2023
Q1 		$4.8K Buy
+113
New +$4.78K ﹤0.01% 492

Other funds holding DFCF

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 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
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DFCF Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group increased its Dimensional Core Fixed Income ETF (DFCF) stake by 152% in Q4 2024, buying an estimated $56.5K and bringing the position to 2,223 shares worth $91.8K. The position accounts for 0.02% of the portfolio, ranked #187.

Oliver Lagore Vanvalin Investment Group first reported a position in DFCF in Q1 2023 and has held it in 8 quarters since. 391 funds tracked by Wall St. Rank hold DFCF as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 2,223 shares of Dimensional Core Fixed Income ETF worth $91.8K as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group bought 1,342 Dimensional Core Fixed Income ETF shares in Q4 2024, an estimated $56.5K.
  • Dimensional Core Fixed Income ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #187 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Dimensional Core Fixed Income ETF in Q1 2023 and has held it in 8 quarters since.
  • 391 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.