PA
DFCF icon

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

Parallel 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
2023
Q4 		– Sell
-2,089
Closed -$84.3K – 3358
2023
Q3 		$84.3K Hold
2,089
– – ﹤0.01% 1157
2023
Q2 		$87.2K Hold
2,089
– – ﹤0.01% 1137
2023
Q1 		$88.8K Buy
+2,089
New +$88.3K ﹤0.01% 1109

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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 $674M AUM 15.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 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 $34.3B AUM 27.35% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Parallel Advisors's DFCF Position: Q4 2023 in Review

Parallel Advisors sold out of Dimensional Core Fixed Income ETF (DFCF) in Q4 2023, closing a stake of 2,089 shares — an estimated $84.3K sold.

Parallel Advisors first reported a position in DFCF in Q1 2023 and held it in 3 quarters. The position peaked at $88.8K in Q1 2023. 266 funds tracked by Wall St. Rank hold DFCF as of Q4 2023.

  • Parallel Advisors reported no remaining Dimensional Core Fixed Income ETF position as of Q4 2023 after selling out during the quarter.
  • Parallel Advisors sold 2,089 Dimensional Core Fixed Income ETF shares in Q4 2023, an estimated $84.3K.
  • Parallel Advisors first reported a position in Dimensional Core Fixed Income ETF in Q1 2023 and held it in 3 quarters.
  • Parallel Advisors's Dimensional Core Fixed Income ETF position peaked at $88.8K in Q1 2023.
  • 266 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2023.

Based on Parallel Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.