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Proffitt & Goodson’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Proffitt & Goodson’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
-205
Closed -$8.86K – 268
2024
Q3 		$8.86K Buy
+205
New +$8.74K ﹤0.01% 219

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

Proffitt & Goodson's DFCF Position: Q4 2024 in Review

Proffitt & Goodson sold out of Dimensional Core Fixed Income ETF (DFCF) in Q4 2024, closing a stake of 205 shares — an estimated $8.86K sold.

Proffitt & Goodson first reported a position in DFCF in Q3 2024 and held it in 1 quarter. The position peaked at $8.86K in Q3 2024. 391 funds tracked by Wall St. Rank hold DFCF as of Q4 2024.

  • Proffitt & Goodson reported no remaining Dimensional Core Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • Proffitt & Goodson sold 205 Dimensional Core Fixed Income ETF shares in Q4 2024, an estimated $8.86K.
  • Proffitt & Goodson first reported a position in Dimensional Core Fixed Income ETF in Q3 2024 and held it in 1 quarter.
  • Proffitt & Goodson's Dimensional Core Fixed Income ETF position peaked at $8.86K in Q3 2024.
  • 391 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2024.

Based on Proffitt & Goodson's 13F filing for Q4 2024, filed 5 Feb 2025.