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 $4.79B AUM 16.42% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

BHWM

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

WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

CWM

Core Wealth Management Jupiter, Florida $356M AUM 16.73% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Relaxing Retirement Coach's DFCF Position: Q2 2023 in Review

Relaxing Retirement Coach increased its Dimensional Core Fixed Income ETF (DFCF) stake by 18% in Q2 2023, buying an estimated $3.5M and bringing the position to 549,901 shares worth $22.9M. The position accounts for 6.91% of the portfolio, ranked #5.

Relaxing Retirement Coach first reported a position in DFCF in Q2 2022 and has held it in 5 quarters since. 203 funds tracked by Wall St. Rank hold DFCF as of Q2 2023.

Relaxing Retirement Coach held 549,901 shares of Dimensional Core Fixed Income ETF worth $22.9M as of Q2 2023.
Relaxing Retirement Coach bought 82,857 Dimensional Core Fixed Income ETF shares in Q2 2023, an estimated $3.5M.
Dimensional Core Fixed Income ETF made up 6.91% of Relaxing Retirement Coach's portfolio in Q2 2023, its #5 holding.
Relaxing Retirement Coach first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 5 quarters since.
203 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.