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DFCF icon

Calton & Associates’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Calton & Associates’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 		– Sell
-7,296
Closed -$307K – 397
2025
Q1 		$307K Buy
+7,296
New +$304K 0.07% 236

Other funds holding DFCF

TI
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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 $1.62B AUM 8.33% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Calton & Associates's DFCF Position: Q2 2025 in Review

Calton & Associates sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2025, closing a stake of 7,296 shares — an estimated $307K sold.

Calton & Associates first reported a position in DFCF in Q1 2025 and held it in 1 quarter. The position peaked at $307K in Q1 2025. 399 funds tracked by Wall St. Rank hold DFCF as of Q2 2025.

  • Calton & Associates reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Calton & Associates sold 7,296 Dimensional Core Fixed Income ETF shares in Q2 2025, an estimated $307K.
  • Calton & Associates first reported a position in Dimensional Core Fixed Income ETF in Q1 2025 and held it in 1 quarter.
  • Calton & Associates's Dimensional Core Fixed Income ETF position peaked at $307K in Q1 2025.
  • 399 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2025.

Based on Calton & Associates's 13F filing for Q2 2025, filed 12 Aug 2025.