RJA
DFCF icon

Raymond James & Associates’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Raymond James & Associates’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 		$5.58M Buy
129,140
+30,238
+31% +$1.29M ﹤0.01% 1587
2024
Q2 		$4.11M Buy
98,902
+5,513
+6% +$228K ﹤0.01% 1727
2024
Q1 		$3.92M Buy
93,389
+57,782
+162% +$2.43M ﹤0.01% 1755
2023
Q4 		$1.51M Buy
+35,607
New +$1.46M ﹤0.01% 2263

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

Raymond James & Associates's DFCF Position: Q3 2024 in Review

Raymond James & Associates increased its Dimensional Core Fixed Income ETF (DFCF) stake by 31% in Q3 2024, buying an estimated $1.29M and bringing the position to 129,140 shares worth $5.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Raymond James & Associates first reported a position in DFCF in Q4 2023 and has held it in 4 quarters since. 318 funds tracked by Wall St. Rank hold DFCF as of Q3 2024.

  • Raymond James & Associates held 129,140 shares of Dimensional Core Fixed Income ETF worth $5.58M as of Q3 2024.
  • Raymond James & Associates bought 30,238 Dimensional Core Fixed Income ETF shares in Q3 2024, an estimated $1.29M.
  • Dimensional Core Fixed Income ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1587 holding.
  • Raymond James & Associates first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 4 quarters since.
  • 318 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.