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UP Strategic Wealth Investment Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

UP Strategic Wealth Investment 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
2024
Q4 		– Sell
-6,086
Closed -$263K – 82
2024
Q3 		$263K Sell
6,086
-72,446
-92% -$3.09M 0.29% 61
2024
Q2 		$3.26M Buy
78,532
+6,301
+9% +$261K 4.94% 6
2024
Q1 		$3.03M Buy
72,231
+1,629
+2% +$68.4K 4.96% 5
2023
Q4 		$2.99M Buy
+70,602
New +$2.89M 5.46% 5

Other funds holding DFCF

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's DFCF Position: Q4 2024 in Review

UP Strategic Wealth Investment Advisors sold out of Dimensional Core Fixed Income ETF (DFCF) in Q4 2024, closing a stake of 6,086 shares — an estimated $263K sold.

UP Strategic Wealth Investment Advisors first reported a position in DFCF in Q4 2023 and held it in 4 quarters. The position peaked at $3.26M in Q2 2024. 391 funds tracked by Wall St. Rank hold DFCF as of Q4 2024.

  • UP Strategic Wealth Investment Advisors reported no remaining Dimensional Core Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • UP Strategic Wealth Investment Advisors sold 6,086 Dimensional Core Fixed Income ETF shares in Q4 2024, an estimated $263K.
  • UP Strategic Wealth Investment Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and held it in 4 quarters.
  • UP Strategic Wealth Investment Advisors's Dimensional Core Fixed Income ETF position peaked at $3.26M in Q2 2024.
  • 391 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2024.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.