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Clearstead Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Clearstead Advisors’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
Q1 		– Sell
-564
Closed -$23.3K – 2229
2024
Q4 		$23.3K Buy
+564
New +$23.7K ﹤0.01% 1335

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
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 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 $1.11B AUM 11.16% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Clearstead Advisors's DFCF Position: Q1 2025 in Review

Clearstead Advisors sold out of Dimensional Core Fixed Income ETF (DFCF) in Q1 2025, closing a stake of 564 shares — an estimated $23.3K sold.

Clearstead Advisors first reported a position in DFCF in Q4 2024 and held it in 1 quarter. The position peaked at $23.3K in Q4 2024. 403 funds tracked by Wall St. Rank hold DFCF as of Q1 2025.

  • Clearstead Advisors reported no remaining Dimensional Core Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Clearstead Advisors sold 564 Dimensional Core Fixed Income ETF shares in Q1 2025, an estimated $23.3K.
  • Clearstead Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and held it in 1 quarter.
  • Clearstead Advisors's Dimensional Core Fixed Income ETF position peaked at $23.3K in Q4 2024.
  • 403 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2025.

Based on Clearstead Advisors's 13F filing for Q1 2025, filed 13 May 2025.