Raymond James Financial Services Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Raymond James Financial Services 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 Q3	$1.72M	Buy	39,926 +1,622	+4%	+$69.1K	﹤0.01%	1826
2024 Q2	$1.59M	Buy	38,304 +5,903	+18%	+$245K	﹤0.01%	1806
2024 Q1	$1.36M	Buy	32,401 +8,544	+36%	+$359K	﹤0.01%	1874
2023 Q4	$1.01M	Buy	+23,857	New	+$976K	﹤0.01%	1978
2023 Q3	–	Sell	-27,385	Closed	-$1.14M	–	3278
2023 Q2	$1.14M	Buy	27,385 +408	+2%	+$17.2K	﹤0.01%	1847
2023 Q1	$1.15M	Buy	26,977 +13,430	+99%	+$568K	﹤0.01%	1823
2022 Q4	$562K	Buy	+13,547	New	+$560K	﹤0.01%	2206

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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 $5.28B AUM 39.19% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Raymond James Financial Services Advisors's DFCF Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 4.2% in Q3 2024, buying an estimated $69.1K and bringing the position to 39,926 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1826.

Raymond James Financial Services Advisors first reported a position in DFCF in Q4 2022 and has held it in 7 quarters since. 318 funds tracked by Wall St. Rank hold DFCF as of Q3 2024.

Raymond James Financial Services Advisors held 39,926 shares of Dimensional Core Fixed Income ETF worth $1.72M as of Q3 2024.
Raymond James Financial Services Advisors bought 1,622 Dimensional Core Fixed Income ETF shares in Q3 2024, an estimated $69.1K.
Dimensional Core Fixed Income ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1826 holding.
Raymond James Financial Services Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 7 quarters since.
318 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.