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DFCF icon

Beacon Pointe Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Beacon Pointe 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 		$157M Buy
3,715,440
+275,920
+8% +$11.8M 0.83% 20
2025
Q4 		$146M Buy
3,439,520
+2,753,953
+402% +$118M 1.03% 16
2025
Q3 		$29.3M Buy
685,567
+75,940
+12% +$3.22M 0.25% 93
2025
Q2 		$25.8M Buy
609,627
+825
+0.1% +$34.4K 0.27% 77
2025
Q1 		$25.6M Sell
608,802
-10,475
-2% -$437K 0.29% 80
2024
Q4 		$25.6M Buy
619,277
+17,443
+3% +$734K 0.28% 77
2024
Q3 		$26M Buy
601,834
+71,896
+14% +$3.06M 0.3% 77
2024
Q2 		$22M Buy
529,938
+59,514
+13% +$2.47M 0.26% 87
2024
Q1 		$19.7M Buy
470,424
+66,107
+16% +$2.78M 0.22% 109
2023
Q4 		$17.1M Buy
404,317
+46,351
+13% +$1.9M 0.21% 118
2023
Q3 		$14.5M Buy
357,966
+151,941
+74% +$6.27M 0.18% 124
2023
Q2 		$8.6M Buy
206,025
+98,427
+91% +$4.15M 0.14% 142
2023
Q1 		$4.57M Buy
107,598
+49,730
+86% +$2.1M 0.08% 222
2022
Q4 		$2.4M Buy
+57,868
New +$2.39M 0.05% 322

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
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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return