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Tobias Financial Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Tobias Financial 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
Q4 		– Sell
-5,954
Closed -$240K – 98
2023
Q3 		$240K Hold
5,954
– – 0.06% 81
2023
Q2 		$248K Buy
+5,954
New +$251K 0.07% 82

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HSA
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BHWM
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W
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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

Tobias Financial Advisors's DFCF Position: Q4 2023 in Review

Tobias Financial Advisors sold out of Dimensional Core Fixed Income ETF (DFCF) in Q4 2023, closing a stake of 5,954 shares — an estimated $240K sold.

Tobias Financial Advisors first reported a position in DFCF in Q2 2023 and held it in 2 quarters. The position peaked at $248K in Q2 2023. 266 funds tracked by Wall St. Rank hold DFCF as of Q4 2023.

  • Tobias Financial Advisors reported no remaining Dimensional Core Fixed Income ETF position as of Q4 2023 after selling out during the quarter.
  • Tobias Financial Advisors sold 5,954 Dimensional Core Fixed Income ETF shares in Q4 2023, an estimated $240K.
  • Tobias Financial Advisors first reported a position in Dimensional Core Fixed Income ETF in Q2 2023 and held it in 2 quarters.
  • Tobias Financial Advisors's Dimensional Core Fixed Income ETF position peaked at $248K in Q2 2023.
  • 266 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2023.

Based on Tobias Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.