BOSSRA
DFCF icon

B.O.S.S. Retirement Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

B.O.S.S. Retirement 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
2025
Q4 		– Sell
-15,681
Closed -$671K – 182
2025
Q3 		$671K Sell
15,681
-1,539
-9% -$65.3K 0.16% 104
2025
Q2 		$728K Sell
17,220
-395
-2% -$16.5K 0.18% 105
2025
Q1 		$741K Sell
17,615
-424
-2% -$17.7K 0.21% 87
2024
Q4 		$744K Sell
18,039
-4,488
-20% -$189K 0.21% 97
2024
Q3 		$973K Buy
22,527
+661
+3% +$28.2K 0.2% 125
2024
Q2 		$908K Sell
21,866
-1,222
-5% -$50.6K 0.23% 113
2024
Q1 		$979K Sell
23,088
-20,544
-47% -$863K 0.37% 97
2023
Q4 		$1.85M Buy
43,632
+2,993
+7% +$122K 0.36% 91
2023
Q3 		$1.64M Buy
40,639
+3,799
+10% +$157K 0.35% 98
2023
Q2 		$1.54M Buy
36,840
+14,746
+67% +$622K 0.33% 122
2023
Q1 		$939K Buy
22,094
+1,206
+6% +$51K 0.22% 148
2022
Q4 		$867K Buy
+20,888
New +$864K 0.22% 145

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return