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Asset Planning Corporation’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Asset Planning Corporation’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
Q3 		$28.9M Buy
675,275
+28,160
+4% +$1.19M 13.7% 1
2025
Q2 		$27.3M Buy
647,115
+83,866
+15% +$3.5M 14.55% 1
2025
Q1 		$23.7M Buy
563,249
+11,076
+2% +$462K 13.96% 1
2024
Q4 		$22.8M Buy
552,173
+112,835
+26% +$4.75M 14.27% 1
2024
Q3 		$19M Buy
439,338
+165,065
+60% +$7.04M 12.38% 1
2024
Q2 		$11.4M Buy
274,273
+16,980
+7% +$704K 8.52% 4
2024
Q1 		$10.8M Buy
257,293
+69,727
+37% +$2.93M 7.88% 4
2023
Q4 		$7.95M Buy
187,566
+35,045
+23% +$1.43M 6.14% 8
2023
Q3 		$6.16M Buy
152,521
+50,211
+49% +$2.07M 4.74% 11
2023
Q2 		$4.27M Buy
+102,310
New +$4.32M 3.25% 13

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
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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

Asset Planning Corporation's DFCF Position: Q3 2025 in Review

Asset Planning Corporation increased its Dimensional Core Fixed Income ETF (DFCF) stake by 4.4% in Q3 2025, buying an estimated $1.19M and bringing the position to 675,275 shares worth $28.9M. The position accounts for 13.7% of the portfolio, ranked #1.

Asset Planning Corporation first reported a position in DFCF in Q2 2023 and has held it in 10 quarters since. 408 funds tracked by Wall St. Rank hold DFCF as of Q3 2025.

  • Asset Planning Corporation held 675,275 shares of Dimensional Core Fixed Income ETF worth $28.9M as of Q3 2025.
  • Asset Planning Corporation bought 28,160 Dimensional Core Fixed Income ETF shares in Q3 2025, an estimated $1.19M.
  • Dimensional Core Fixed Income ETF made up 13.7% of Asset Planning Corporation's portfolio in Q3 2025, its #1 holding.
  • Asset Planning Corporation first reported a position in Dimensional Core Fixed Income ETF in Q2 2023 and has held it in 10 quarters since.
  • 408 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.