Watchman Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Watchman Group’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 Q2	–	Sell	-6,181	Closed	-$263K	–	67
2023 Q1	$263K	Hold	6,181	–	–	0.14%	62
2022 Q4	$257K	Buy	+6,181	New	+$256K	0.14%	65

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Core Wealth Management Jupiter, Florida $326M AUM 14.89% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Watchman Group's DFCF Position: Q2 2023 in Review

Watchman Group sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2023, closing a stake of 6,181 shares — an estimated $263K sold.

Watchman Group first reported a position in DFCF in Q4 2022 and held it in 2 quarters. The position peaked at $263K in Q1 2023. 203 funds tracked by Wall St. Rank hold DFCF as of Q2 2023.

Watchman Group reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2023 after selling out during the quarter.
Watchman Group sold 6,181 Dimensional Core Fixed Income ETF shares in Q2 2023, an estimated $263K.
Watchman Group first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and held it in 2 quarters.
Watchman Group's Dimensional Core Fixed Income ETF position peaked at $263K in Q1 2023.
203 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2023.

Based on Watchman Group's 13F filing for Q2 2023, filed 10 Aug 2023.