B&D White Capital Company’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

B&D White Capital Company’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	$220K	Hold	5,211	–	–	0.03%	73
2025 Q4	$222K	Buy	+5,211	New	+$223K	0.03%	72
2024 Q4	–	Sell	-36,150	Closed	-$1.56M	–	76
2024 Q3	$1.56M	Sell	36,150 -455	-1%	-$19.4K	0.27%	37
2024 Q2	$1.52M	Sell	36,605 -172	-0.5%	-$7.13K	0.32%	19
2024 Q1	$1.54M	Sell	36,777 -1,116	-3%	-$46.9K	0.34%	26
2023 Q4	$1.61M	Buy	37,893 +342	+0.9%	+$14K	0.5%	27
2023 Q3	$1.52M	Sell	37,551 -2,906	-7%	-$120K	0.57%	25
2023 Q2	$1.69M	Buy	40,457 +1,714	+4%	+$72.4K	0.58%	29
2023 Q1	$1.65M	Sell	38,743 -744	-2%	-$31.5K	0.56%	29
2022 Q4	$1.64M	Buy	+39,487	New	+$1.63M	0.58%	36

Other funds holding DFCF

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

Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.06B AUM 37.26% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return