CP
DFCF icon

Canopy Partners’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Canopy Partners’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 		$3.33M Buy
78,842
+9,636
+14% +$411K 1.14% 21
2025
Q4 		$2.95M Buy
69,206
+274
+0.4% +$11.7K 0.96% 22
2025
Q3 		$2.95M Buy
68,932
+946
+1% +$40.1K 0.98% 22
2025
Q2 		$2.87M Sell
67,986
-7,790
-10% -$325K 1.05% 21
2025
Q1 		$3.19M Sell
75,776
-5,525
-7% -$230K 1.24% 20
2024
Q4 		$3.36M Buy
81,301
+42,827
+111% +$1.8M 1.28% 18
2024
Q3 		$1.66M Buy
38,474
+6,433
+20% +$274K 0.72% 28
2024
Q2 		$1.33M Buy
32,041
+17,693
+123% +$733K 0.62% 30
2024
Q1 		$602K Buy
+14,348
New +$602K 0.29% 76

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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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