CFO
DFCF icon

Collective Family Office’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Collective Family Office’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
Q2 		$12M Buy
284,278
+14,555
+5% +$615K 2.45% 13
2026
Q1 		$11.4M Buy
269,723
+7,816
+3% +$333K 2.56% 12
2025
Q4 		$11.1M Buy
261,907
+25,269
+11% +$1.08M 2.56% 11
2025
Q3 		$10.1M Buy
236,638
+10,136
+4% +$430K 2.43% 10
2025
Q2 		$9.57M Sell
226,502
-17,867
-7% -$745K 2.46% 8
2025
Q1 		$10.3M Buy
244,369
+26,626
+12% +$1.11M 2.78% 9
2024
Q4 		$8.99M Buy
217,743
+1,472
+0.7% +$62K 2.47% 10
2024
Q3 		$9.34M Buy
216,271
+37,137
+21% +$1.58M 2.54% 9
2024
Q2 		$7.44M Buy
179,134
+15,463
+9% +$641K 2.19% 17
2024
Q1 		$6.87M Buy
163,671
+36,420
+29% +$1.53M 2.23% 13
2023
Q4 		$5.4M Buy
127,251
+59,242
+87% +$2.42M 1.9% 16
2023
Q3 		$2.75M Buy
68,009
+6,798
+11% +$280K 1.07% 29
2023
Q2 		$2.55M Buy
61,211
+6,279
+11% +$265K 1% 28
2023
Q1 		$2.33M Buy
54,932
+6,052
+12% +$256K 0.96% 29
2022
Q4 		$2.03M Buy
48,880
+34,191
+233% +$1.41M 0.91% 29
2022
Q3 		$601K Buy
14,689
+4,120
+39% +$179K 0.3% 86
2022
Q2 		$461K Buy
+10,569
New +$469K 0.2% 115

Other funds holding DFCF

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return