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TFC Financial Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

TFC Financial Management’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
2024
Q2 		– Sell
-16
Closed -$676 – 1000
2024
Q1 		$676 Buy
+16
New +$672 ﹤0.01% 598

Other funds holding DFCF

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HSA
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EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BHWM
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W
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OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 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

TFC Financial Management's DFCF Position: Q2 2024 in Review

TFC Financial Management sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2024, closing a stake of 16 shares — an estimated $676 sold.

TFC Financial Management first reported a position in DFCF in Q1 2024 and held it in 1 quarter. The position peaked at $676 in Q1 2024. 302 funds tracked by Wall St. Rank hold DFCF as of Q2 2024.

  • TFC Financial Management reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2024 after selling out during the quarter.
  • TFC Financial Management sold 16 Dimensional Core Fixed Income ETF shares in Q2 2024, an estimated $676.
  • TFC Financial Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and held it in 1 quarter.
  • TFC Financial Management's Dimensional Core Fixed Income ETF position peaked at $676 in Q1 2024.
  • 302 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2024.

Based on TFC Financial Management's 13F filing for Q2 2024, filed 23 Jul 2024.