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True Wealth Design’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

True Wealth Design’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
Q3 		– Sell
-265
Closed -$11.1K – 781
2023
Q2 		$11.1K Sell
265
-72,114
-100% -$3.04M ﹤0.01% 209
2023
Q1 		$3.08M Buy
72,379
+1,397
+2% +$59.1K 1.29% 14
2022
Q4 		$2.95M Buy
+70,982
New +$2.94M 1.36% 14

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $326M AUM 14.89% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

True Wealth Design's DFCF Position: Q3 2023 in Review

True Wealth Design sold out of Dimensional Core Fixed Income ETF (DFCF) in Q3 2023, closing a stake of 265 shares — an estimated $11.1K sold.

True Wealth Design first reported a position in DFCF in Q4 2022 and held it in 3 quarters. The position peaked at $3.08M in Q1 2023. 209 funds tracked by Wall St. Rank hold DFCF as of Q3 2023.

  • True Wealth Design reported no remaining Dimensional Core Fixed Income ETF position as of Q3 2023 after selling out during the quarter.
  • True Wealth Design sold 265 Dimensional Core Fixed Income ETF shares in Q3 2023, an estimated $11.1K.
  • True Wealth Design first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and held it in 3 quarters.
  • True Wealth Design's Dimensional Core Fixed Income ETF position peaked at $3.08M in Q1 2023.
  • 209 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2023.

Based on True Wealth Design's 13F filing for Q3 2023, filed 13 Nov 2023.