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DFCF icon

Tempus Wealth Planning’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Tempus Wealth Planning’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
Q1 		– Sell
-6,004
Closed -$249K – 183
2022
Q4 		$249K Buy
+6,004
New +$248K 0.15% 152

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
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
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return

Tempus Wealth Planning's DFCF Position: Q1 2023 in Review

Tempus Wealth Planning sold out of Dimensional Core Fixed Income ETF (DFCF) in Q1 2023, closing a stake of 6,004 shares — an estimated $249K sold.

Tempus Wealth Planning first reported a position in DFCF in Q4 2022 and held it in 1 quarter. The position peaked at $249K in Q4 2022. 189 funds tracked by Wall St. Rank hold DFCF as of Q1 2023.

  • Tempus Wealth Planning reported no remaining Dimensional Core Fixed Income ETF position as of Q1 2023 after selling out during the quarter.
  • Tempus Wealth Planning sold 6,004 Dimensional Core Fixed Income ETF shares in Q1 2023, an estimated $249K.
  • Tempus Wealth Planning first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and held it in 1 quarter.
  • Tempus Wealth Planning's Dimensional Core Fixed Income ETF position peaked at $249K in Q4 2022.
  • 189 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2023.

Based on Tempus Wealth Planning's 13F filing for Q1 2023, filed 8 May 2023.