AWM
DFCF icon

Able Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Able Wealth Management’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
2025
Q1 		– Sell
-6,870
Closed -$284K – 99
2024
Q4 		$284K Buy
6,870
+1,383
+25% +$58.2K 0.19% 74
2024
Q3 		$237K Hold
5,487
– – 0.18% 83
2024
Q2 		$228K Hold
5,487
– – 0.19% 76
2024
Q1 		$230K Buy
5,487
+826
+18% +$34.7K 0.2% 81
2023
Q4 		$198K Buy
+4,661
New +$191K 0.18% 75

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 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
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Able Wealth Management's DFCF Position: Q1 2025 in Review

Able Wealth Management sold out of Dimensional Core Fixed Income ETF (DFCF) in Q1 2025, closing a stake of 6,870 shares — an estimated $284K sold.

Able Wealth Management first reported a position in DFCF in Q4 2023 and held it in 5 quarters. The position peaked at $284K in Q4 2024. 403 funds tracked by Wall St. Rank hold DFCF as of Q1 2025.

  • Able Wealth Management reported no remaining Dimensional Core Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Able Wealth Management sold 6,870 Dimensional Core Fixed Income ETF shares in Q1 2025, an estimated $284K.
  • Able Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and held it in 5 quarters.
  • Able Wealth Management's Dimensional Core Fixed Income ETF position peaked at $284K in Q4 2024.
  • 403 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2025.

Based on Able Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.