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WESPAC Advisors SoCal’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

WESPAC Advisors SoCal’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
-62,500
Closed -$2.61M – 89
2023
Q2 		$2.61M Buy
62,500
+9,890
+19% +$417K 0.89% 35
2023
Q1 		$2.24M Buy
52,610
+30,760
+141% +$1.3M 0.77% 38
2022
Q4 		$907K Buy
+21,850
New +$904K 0.34% 50

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

WESPAC Advisors SoCal's DFCF Position: Q3 2023 in Review

WESPAC Advisors SoCal sold out of Dimensional Core Fixed Income ETF (DFCF) in Q3 2023, closing a stake of 62,500 shares — an estimated $2.61M sold.

WESPAC Advisors SoCal first reported a position in DFCF in Q4 2022 and held it in 3 quarters. The position peaked at $2.61M in Q2 2023. 209 funds tracked by Wall St. Rank hold DFCF as of Q3 2023.

  • WESPAC Advisors SoCal reported no remaining Dimensional Core Fixed Income ETF position as of Q3 2023 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 62,500 Dimensional Core Fixed Income ETF shares in Q3 2023, an estimated $2.61M.
  • WESPAC Advisors SoCal first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and held it in 3 quarters.
  • WESPAC Advisors SoCal's Dimensional Core Fixed Income ETF position peaked at $2.61M in Q2 2023.
  • 209 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2023.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2023, filed 9 Nov 2023.