CIA
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Cape Investment Advisory’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Cape Investment Advisory’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 		– Sell
-100
Closed -$4.26K – 435
2025
Q4 		$4.26K Buy
+100
New +$4.28K ﹤0.01% 945
2025
Q3 		– Sell
-100
Closed -$4.23K – 923
2025
Q2 		$4.23K Hold
100
– – ﹤0.01% 802
2025
Q1 		$4.21K Hold
100
– – ﹤0.01% 791
2024
Q4 		$4.13K Hold
100
– – ﹤0.01% 787
2024
Q3 		$4.32K Hold
100
– – ﹤0.01% 739
2024
Q2 		$4.15K Hold
100
– – ﹤0.01% 699
2024
Q1 		$4.2K Hold
100
– – ﹤0.01% 676
2023
Q4 		$4.24K Buy
+100
New +$4.09K ﹤0.01% 807

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