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

Trademark 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
Q1 		– Sell
-33,228
Closed -$1.41M – 81
2023
Q4 		$1.41M Buy
+33,228
New +$1.36M 1.03% 20

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TI
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HSA
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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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Trademark Financial Management's DFCF Position: Q1 2024 in Review

Trademark Financial Management sold out of Dimensional Core Fixed Income ETF (DFCF) in Q1 2024, closing a stake of 33,228 shares — an estimated $1.41M sold.

Trademark Financial Management first reported a position in DFCF in Q4 2023 and held it in 1 quarter. The position peaked at $1.41M in Q4 2023. 283 funds tracked by Wall St. Rank hold DFCF as of Q1 2024.

  • Trademark Financial Management reported no remaining Dimensional Core Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
  • Trademark Financial Management sold 33,228 Dimensional Core Fixed Income ETF shares in Q1 2024, an estimated $1.41M.
  • Trademark Financial Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and held it in 1 quarter.
  • Trademark Financial Management's Dimensional Core Fixed Income ETF position peaked at $1.41M in Q4 2023.
  • 283 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2024.

Based on Trademark Financial Management's 13F filing for Q1 2024, filed 7 May 2024.