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Blue Oak Capital’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Blue Oak Capital’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
Q2 		$1.23M Sell
29,015
-183
-0.6% -$7.63K 0.64% 32
2025
Q1 		$1.23M Buy
29,198
+19,593
+204% +$817K 0.68% 29
2024
Q4 		$396K Buy
+9,605
New +$404K 0.24% 53

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Blue Oak Capital's DFCF Position: Q2 2025 in Review

Blue Oak Capital reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 0.63% in Q2 2025, selling an estimated $7.63K and leaving 29,015 shares worth $1.23M. The position accounts for 0.64% of the portfolio, ranked #32.

Blue Oak Capital first reported a position in DFCF in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.23M in Q1 2025. 399 funds tracked by Wall St. Rank hold DFCF as of Q2 2025.

  • Blue Oak Capital held 29,015 shares of Dimensional Core Fixed Income ETF worth $1.23M as of Q2 2025.
  • Blue Oak Capital sold 183 Dimensional Core Fixed Income ETF shares in Q2 2025, an estimated $7.63K.
  • Dimensional Core Fixed Income ETF made up 0.64% of Blue Oak Capital's portfolio in Q2 2025, its #32 holding.
  • Blue Oak Capital first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 3 quarters since.
  • Blue Oak Capital's Dimensional Core Fixed Income ETF position peaked at $1.23M in Q1 2025.
  • 399 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.