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Beta Wealth Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Beta Wealth Group’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
Q1 		– Sell
-14,904
Closed -$615K – 112
2024
Q4 		$615K Buy
14,904
+1,845
+14% +$77.7K 0.27% 57
2024
Q3 		$564K Buy
13,059
+216
+2% +$9.21K 0.25% 67
2024
Q2 		$534K Buy
12,843
+133
+1% +$5.51K 0.25% 64
2024
Q1 		$533K Buy
12,710
+1,415
+13% +$59.4K 0.26% 62
2023
Q4 		$479K Sell
11,295
-3,042
-21% -$124K 0.25% 65
2023
Q3 		$579K Sell
14,337
-1,472
-9% -$60.7K 0.34% 53
2023
Q2 		$660K Sell
15,809
-745
-5% -$31.4K 0.38% 49
2023
Q1 		$704K Sell
16,554
-53,173
-76% -$2.25M 0.4% 49
2022
Q4 		$2.9M Buy
69,727
+294
+0.4% +$12.2K 1.94% 20
2022
Q3 		$2.84M Sell
69,433
-21,081
-23% -$915K 2.05% 20
2022
Q2 		$3.95M Sell
90,514
-10,657
-11% -$472K 2.65% 12
2022
Q1 		$4.69M Buy
+101,171
New +$4.86M 3.14% 9

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Beta Wealth Group's DFCF Position: Q1 2025 in Review

Beta Wealth Group sold out of Dimensional Core Fixed Income ETF (DFCF) in Q1 2025, closing a stake of 14,904 shares — an estimated $615K sold.

Beta Wealth Group first reported a position in DFCF in Q1 2022 and held it in 12 quarters. The position peaked at $4.69M in Q1 2022. 403 funds tracked by Wall St. Rank hold DFCF as of Q1 2025.

  • Beta Wealth Group reported no remaining Dimensional Core Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Beta Wealth Group sold 14,904 Dimensional Core Fixed Income ETF shares in Q1 2025, an estimated $615K.
  • Beta Wealth Group first reported a position in Dimensional Core Fixed Income ETF in Q1 2022 and held it in 12 quarters.
  • Beta Wealth Group's Dimensional Core Fixed Income ETF position peaked at $4.69M in Q1 2022.
  • 403 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2025.

Based on Beta Wealth Group's 13F filing for Q1 2025, filed 9 May 2025.