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DFCF icon

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

Concord Wealth 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 		$12M Buy
284,426
+9,994
+4% +$426K 1.56% 14
2025
Q4 		$11.7M Buy
274,432
+79,695
+41% +$3.41M 1.52% 14
2025
Q3 		$8.33M Buy
194,737
+12,278
+7% +$521K 1.15% 22
2025
Q2 		$7.71M Buy
182,459
+7,574
+4% +$316K 1.12% 23
2025
Q1 		$7.36M Sell
174,885
-31,024
-15% -$1.29M 1.21% 20
2024
Q4 		$8.5M Buy
205,909
+26,233
+15% +$1.1M 1.39% 18
2024
Q3 		$7.76M Buy
179,676
+17,846
+11% +$761K 1.29% 20
2024
Q2 		$6.72M Sell
161,830
-6,007
-4% -$249K 1.19% 21
2024
Q1 		$7.04M Buy
167,837
+2,729
+2% +$115K 1.27% 19
2023
Q4 		$7M Buy
165,108
+165,107
+16,510,700% +$6.75M 1.4% 20
2023
Q3 		$35 Hold
1
– – ﹤0.01% 1022
2023
Q2 		$36 Hold
1
– – ﹤0.01% 1027
2023
Q1 		$36 Sell
1
-2
-67% -$85 ﹤0.01% 976
2022
Q4 		$118 Buy
+3
New +$124 ﹤0.01% 1221

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