Forum Private Client Group »

Dimensional Etf Trust Core Fixed Incom shares owned by Forum Private Client Group

Quarter-by-quarter ownership of Dimensional Etf Trust Core Fixed Incom (DFCF) shares owned by Forum Private Client Group from 13F filings

Historical chart of Forum Private Client Group investment in Dimensional Etf Trust Core Fixed Incom

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust Core Fixed Incom held by Forum Private Client Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust Core Fixed Incom by Forum Private Client Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $318k 7.5k 42.40
2023-06-30 $312k 7.5k 41.73
2023-03-31 $318k 7.5k 42.50
2022-12-31 $310k 7.5k 41.52

More positions owned by Forum Private Client Group

Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Eli Lilly & Co. (LLY)

View all positions for Forum Private Client Group

Top funds holding Dimensional Etf Trust Core Fixed Incom

Truepoint
HBK Sorce Advisory
Beaird Harris Wealth Management
WPWealth
Commonwealth Equity Services
Baker Avenue Asset Management
DiNuzzo Private Wealth
Pathstone Holdings
Great Waters Wealth Management
Jane Street
Hanson McClain Advisors
Core Wealth Management
Sequoia Financial Advisors
Apella Capital
Savant Capital Management

View all funds holding Dimensional Etf Trust Core Fixed Incom