VFIC
DFCF icon

Valley Forge Investment Consultants’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Valley Forge Investment Consultants’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
-28,529
Closed -$1.15M – 81
2023
Q3 		$1.15M Buy
+28,529
New +$1.18M 0.52% 24

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
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

Valley Forge Investment Consultants's DFCF Position: Q4 2023 in Review

Valley Forge Investment Consultants sold out of Dimensional Core Fixed Income ETF (DFCF) in Q4 2023, closing a stake of 28,529 shares — an estimated $1.15M sold.

Valley Forge Investment Consultants first reported a position in DFCF in Q3 2023 and held it in 1 quarter. The position peaked at $1.15M in Q3 2023. 266 funds tracked by Wall St. Rank hold DFCF as of Q4 2023.

  • Valley Forge Investment Consultants reported no remaining Dimensional Core Fixed Income ETF position as of Q4 2023 after selling out during the quarter.
  • Valley Forge Investment Consultants sold 28,529 Dimensional Core Fixed Income ETF shares in Q4 2023, an estimated $1.15M.
  • Valley Forge Investment Consultants first reported a position in Dimensional Core Fixed Income ETF in Q3 2023 and held it in 1 quarter.
  • Valley Forge Investment Consultants's Dimensional Core Fixed Income ETF position peaked at $1.15M in Q3 2023.
  • 266 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2023.

Based on Valley Forge Investment Consultants's 13F filing for Q4 2023, filed 9 Feb 2024.