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DFCF icon

Simplicity Solutions’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Simplicity Solutions’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 		$945K Buy
22,279
+5,222
+31% +$214K 0.03% 455
2023
Q3 		$689K Sell
17,057
-2,092
-11% -$86.3K 0.02% 517
2023
Q2 		$799K Buy
19,149
+12,056
+170% +$509K 0.02% 528
2023
Q1 		$301K Buy
7,093
+196
+3% +$8.29K 0.01% 844
2022
Q4 		$286K Buy
+6,897
New +$285K 0.04% 498

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

Simplicity Solutions's DFCF Position: Q4 2023 in Review

Simplicity Solutions increased its Dimensional Core Fixed Income ETF (DFCF) stake by 31% in Q4 2023, buying an estimated $214K and bringing the position to 22,279 shares worth $945K. The position accounts for 0.03% of the portfolio, ranked #455.

Simplicity Solutions first reported a position in DFCF in Q4 2022 and has held it in 5 quarters since. 266 funds tracked by Wall St. Rank hold DFCF as of Q4 2023.

  • Simplicity Solutions held 22,279 shares of Dimensional Core Fixed Income ETF worth $945K as of Q4 2023.
  • Simplicity Solutions bought 5,222 Dimensional Core Fixed Income ETF shares in Q4 2023, an estimated $214K.
  • Dimensional Core Fixed Income ETF made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #455 holding.
  • Simplicity Solutions first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 5 quarters since.
  • 266 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.