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Regal Wealth Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Regal Wealth Group’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 		$3.69M Buy
87,646
+3,329
+4% +$136K 2.27% 15
2023
Q3 		$3.4M Buy
84,317
+423
+0.5% +$17.4K 2.32% 15
2023
Q2 		$3.46M Buy
83,894
+60,321
+256% +$2.55M 2.27% 15
2023
Q1 		$994K Buy
+23,573
New +$997K 0.71% 28

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 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 $25.1B AUM 22.95% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Regal Wealth Group's DFCF Position: Q4 2023 in Review

Regal Wealth Group increased its Dimensional Core Fixed Income ETF (DFCF) stake by 3.9% in Q4 2023, buying an estimated $136K and bringing the position to 87,646 shares worth $3.69M. The position accounts for 2.27% of the portfolio, ranked #15.

Regal Wealth Group first reported a position in DFCF in Q1 2023 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold DFCF as of Q4 2023.

  • Regal Wealth Group held 87,646 shares of Dimensional Core Fixed Income ETF worth $3.69M as of Q4 2023.
  • Regal Wealth Group bought 3,329 Dimensional Core Fixed Income ETF shares in Q4 2023, an estimated $136K.
  • Dimensional Core Fixed Income ETF made up 2.27% of Regal Wealth Group's portfolio in Q4 2023, its #15 holding.
  • Regal Wealth Group first reported a position in Dimensional Core Fixed Income ETF in Q1 2023 and has held it in 4 quarters since.
  • 266 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2023.

Based on Regal Wealth Group's 13F filing for Q4 2023, filed 23 Feb 2024.