AFA
DFCF icon

Alpha Financial Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Alpha Financial 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 		$23.1M Buy
546,749
+50,494
+10% +$2.15M 7.07% 5
2025
Q4 		$21.1M Buy
496,255
+70,072
+16% +$3M 6.46% 5
2025
Q3 		$18.2M Buy
426,183
+46,456
+12% +$1.97M 6.42% 6
2025
Q2 		$16M Buy
379,727
+45,870
+14% +$1.91M 6.2% 6
2025
Q1 		$14M Buy
333,857
+20,339
+6% +$848K 6.24% 8
2024
Q4 		$12.9M Buy
313,518
+150,655
+93% +$6.34M 5.86% 8
2024
Q3 		$7.03M Buy
162,863
+34,406
+27% +$1.47M 3.11% 11
2024
Q2 		$5.34M Buy
128,457
+11,247
+10% +$466K 2.57% 11
2024
Q1 		$4.92M Buy
117,210
+11,176
+11% +$469K 2.32% 11
2023
Q4 		$4.5M Buy
106,034
+13,386
+14% +$548K 2.28% 11
2023
Q3 		$3.74M Buy
92,648
+18,589
+25% +$767K 2.37% 11
2023
Q2 		$3.09M Buy
74,059
+2,313
+3% +$97.6K 1.93% 12
2023
Q1 		$3.05M Buy
71,746
+10,148
+16% +$429K 2.12% 12
2022
Q4 		$2.56M Buy
+61,598
New +$2.55M 2.22% 11

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