AWA
DFCF icon

Acorn Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Acorn Wealth Advisors’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
2026
Q1 		$6.13M Buy
145,216
+3,307
+2% +$141K 1.79% 8
2025
Q4 		$6.04M Sell
141,909
-17,161
-11% -$735K 1.8% 11
2025
Q3 		$6.8M Sell
159,070
-1,925
-1% -$81.6K 2.13% 7
2025
Q2 		$6.8M Buy
160,995
+13,606
+9% +$567K 2.53% 5
2025
Q1 		$6.2M Sell
147,389
-19,709
-12% -$821K 2.58% 4
2024
Q4 		$6.9M Sell
167,098
-21,930
-12% -$923K 2.85% 4
2024
Q3 		$8.16M Buy
189,028
+33,381
+21% +$1.42M 3.51% 4
2024
Q2 		$6.47M Buy
155,647
+32,393
+26% +$1.34M 3.2% 5
2024
Q1 		$5.17M Buy
123,254
+35,268
+40% +$1.48M 2.7% 5
2023
Q4 		$3.73M Buy
87,986
+57,883
+192% +$2.37M 2.21% 9
2023
Q3 		$1.22M Buy
30,103
+4,728
+19% +$195K 0.81% 28
2023
Q2 		$1.06M Buy
25,375
+16,102
+174% +$680K 0.72% 34
2023
Q1 		$394K Hold
9,273
– – 0.29% 87
2022
Q4 		$385K Hold
9,273
– – 0.3% 80
2022
Q3 		$380K Sell
9,273
-300
-3% -$13K 0.31% 79
2022
Q2 		$418K Buy
+9,573
New +$424K 0.33% 79

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.06B AUM 37.26% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return