B
DFCF icon

BetterWealth’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

BetterWealth’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
2024
Q4 		– Sell
-435,784
Closed -$18.8M – 70
2024
Q3 		$18.8M Buy
435,784
+30,498
+8% +$1.3M 5.56% 6
2024
Q2 		$16.8M Buy
405,286
+38,151
+10% +$1.58M 5.37% 6
2024
Q1 		$15.4M Buy
367,135
+14,987
+4% +$629K 5.02% 6
2023
Q4 		$14.9M Buy
352,148
+6,923
+2% +$283K 5.11% 6
2023
Q3 		$13.9M Buy
345,225
+9,369
+3% +$386K 5.61% 6
2023
Q2 		$14M Sell
335,856
-1,402
-0.4% -$59.2K 5.46% 6
2023
Q1 		$14.3M Buy
337,258
+5,386
+2% +$228K 5.8% 6
2022
Q4 		$13.8M Buy
331,872
+4,820
+1% +$199K 6.2% 6
2022
Q3 		$13.4M Buy
327,052
+307
+0.1% +$13.3K 6.89% 5
2022
Q2 		$14.3M Buy
+326,745
New +$14.5M 7.03% 5

Other funds holding DFCF

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 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
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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BetterWealth's DFCF Position: Q4 2024 in Review

BetterWealth sold out of Dimensional Core Fixed Income ETF (DFCF) in Q4 2024, closing a stake of 435,784 shares — an estimated $18.8M sold.

BetterWealth first reported a position in DFCF in Q2 2022 and held it in 10 quarters. The position peaked at $18.8M in Q3 2024. 391 funds tracked by Wall St. Rank hold DFCF as of Q4 2024.

  • BetterWealth reported no remaining Dimensional Core Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • BetterWealth sold 435,784 Dimensional Core Fixed Income ETF shares in Q4 2024, an estimated $18.8M.
  • BetterWealth first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and held it in 10 quarters.
  • BetterWealth's Dimensional Core Fixed Income ETF position peaked at $18.8M in Q3 2024.
  • 391 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2024.

Based on BetterWealth's 13F filing for Q4 2024, filed 23 Jan 2025.