AWM
DFCF icon

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

AE 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
2026
Q1 		$22.5M Buy
533,410
+14,909
+3% +$636K 0.12% 182
2025
Q4 		$22.1M Sell
518,501
-8,315
-2% -$356K 0.13% 174
2025
Q3 		$22.5M Sell
526,816
-94,182
-15% -$3.99M 0.14% 162
2025
Q2 		$26.2M Buy
620,998
+113,022
+22% +$4.71M 0.19% 119
2025
Q1 		$21.4M Buy
507,976
+26,027
+5% +$1.08M 0.18% 132
2024
Q4 		$19.9M Buy
481,949
+37,883
+9% +$1.6M 0.17% 140
2024
Q3 		$19.2M Buy
444,066
+41,422
+10% +$1.77M 0.17% 135
2024
Q2 		$16.7M Buy
402,644
+3,466
+0.9% +$144K 0.17% 146
2024
Q1 		$16.7M Sell
399,178
-169,152
-30% -$7.1M 0.19% 143
2023
Q4 		$23.9M Buy
568,330
+195,324
+52% +$7.99M 0.12% 192
2023
Q3 		$15.1M Buy
373,006
+45,603
+14% +$1.88M 0.09% 262
2023
Q2 		$13.7M Buy
327,403
+115,035
+54% +$4.86M 0.08% 293
2023
Q1 		$9.03M Buy
212,368
+22,836
+12% +$966K 0.06% 366
2022
Q4 		$7.87M Buy
189,532
+61,886
+48% +$2.56M 0.06% 371
2022
Q3 		$5.23M Buy
127,646
+26,477
+26% +$1.15M 0.04% 422
2022
Q2 		$4.41M Buy
+101,169
New +$4.48M 0.04% 427

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