Relaxing Retirement Coach’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Relaxing Retirement Coach’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 Q2	$22.9M	Buy	549,901 +82,857	+18%	+$3.5M	6.91%	5
2023 Q1	$19.8M	Buy	467,044 +52,406	+13%	+$2.22M	6.61%	5
2022 Q4	$17.2M	Buy	414,638 +70,893	+21%	+$2.93M	6.38%	5
2022 Q3	$14.1M	Buy	343,745 +198,230	+136%	+$8.61M	6.65%	4
2022 Q2	$6.35M	Buy	+145,515	New	+$6.45M	3.2%	10

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return

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

Pathstone Family Office Englewood, New Jersey $12.8B AUM 21.02% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.05B AUM 19.75% 1-Year Est. Return

Core Wealth Management Jupiter, Florida $326M AUM 14.89% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return