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TCI Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-1,233
Closed -$52.4K – 723
2023
Q1 		$52.4K Sell
1,233
-1,020
-45% -$43.1K 0.01% 423
2022
Q4 		$93.5K Buy
+2,253
New +$93.2K 0.01% 278

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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $326M AUM 14.89% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

TCI Wealth Advisors's DFCF Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2023, closing a stake of 1,233 shares — an estimated $52.4K sold.

TCI Wealth Advisors first reported a position in DFCF in Q4 2022 and held it in 2 quarters. The position peaked at $93.5K in Q4 2022. 203 funds tracked by Wall St. Rank hold DFCF as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,233 Dimensional Core Fixed Income ETF shares in Q2 2023, an estimated $52.4K.
  • TCI Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and held it in 2 quarters.
  • TCI Wealth Advisors's Dimensional Core Fixed Income ETF position peaked at $93.5K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.