PIA
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Pinion Investment Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Pinion Investment 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
Q4 		– Sell
-8,851
Closed -$382K – 157
2024
Q3 		$382K Sell
8,851
-87,822
-91% -$3.74M 0.16% 114
2024
Q2 		$4.02M Buy
96,673
+514
+0.5% +$21.3K 2% 6
2024
Q1 		$4.03M Buy
96,159
+734
+0.8% +$30.8K 2.09% 7
2023
Q4 		$4.05M Sell
95,425
-2,815
-3% -$115K 2.43% 6
2023
Q3 		$3.97M Buy
98,240
+35,162
+56% +$1.45M 2.58% 6
2023
Q2 		$2.63M Sell
63,078
-1,723
-3% -$72.7K 1.78% 10
2023
Q1 		$2.75M Sell
64,801
-3,447
-5% -$146K 2.58% 6
2022
Q4 		$2.83M Buy
+68,248
New +$2.82M 2.67% 6

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

Pinion Investment Advisors's DFCF Position: Q4 2024 in Review

Pinion Investment Advisors sold out of Dimensional Core Fixed Income ETF (DFCF) in Q4 2024, closing a stake of 8,851 shares — an estimated $382K sold.

Pinion Investment Advisors first reported a position in DFCF in Q4 2022 and held it in 8 quarters. The position peaked at $4.05M in Q4 2023. 391 funds tracked by Wall St. Rank hold DFCF as of Q4 2024.

  • Pinion Investment Advisors reported no remaining Dimensional Core Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • Pinion Investment Advisors sold 8,851 Dimensional Core Fixed Income ETF shares in Q4 2024, an estimated $382K.
  • Pinion Investment Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and held it in 8 quarters.
  • Pinion Investment Advisors's Dimensional Core Fixed Income ETF position peaked at $4.05M in Q4 2023.
  • 391 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2024.

Based on Pinion Investment Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.