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Transcend Capital Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Transcend Capital 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
Q1 		– Sell
-5,288
Closed -$220K – 490
2022
Q4 		$220K Sell
5,288
-76
-1% -$3.14K 0.02% 432
2022
Q3 		$220K Buy
+5,364
New +$233K 0.02% 422

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

Transcend Capital Advisors's DFCF Position: Q1 2023 in Review

Transcend Capital Advisors sold out of Dimensional Core Fixed Income ETF (DFCF) in Q1 2023, closing a stake of 5,288 shares — an estimated $220K sold.

Transcend Capital Advisors first reported a position in DFCF in Q3 2022 and held it in 2 quarters. The position peaked at $220K in Q3 2022. 189 funds tracked by Wall St. Rank hold DFCF as of Q1 2023.

  • Transcend Capital Advisors reported no remaining Dimensional Core Fixed Income ETF position as of Q1 2023 after selling out during the quarter.
  • Transcend Capital Advisors sold 5,288 Dimensional Core Fixed Income ETF shares in Q1 2023, an estimated $220K.
  • Transcend Capital Advisors first reported a position in Dimensional Core Fixed Income ETF in Q3 2022 and held it in 2 quarters.
  • Transcend Capital Advisors's Dimensional Core Fixed Income ETF position peaked at $220K in Q3 2022.
  • 189 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2023.

Based on Transcend Capital Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.