CWM
DFCF icon

Congress Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Congress Wealth Management’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
Q2 		$225K Buy
5,336
+97
+2% +$4.04K ﹤0.01% 1127
2025
Q1 		$220K Buy
5,239
+276
+6% +$11.5K ﹤0.01% 1014
2024
Q4 		$205K Buy
+4,963
New +$209K ﹤0.01% 854

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 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 $1.08B AUM 19.77% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Congress Wealth Management's DFCF Position: Q2 2025 in Review

Congress Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 1.9% in Q2 2025, buying an estimated $4.04K and bringing the position to 5,336 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Congress Wealth Management first reported a position in DFCF in Q4 2024 and has held it in 3 quarters since. 399 funds tracked by Wall St. Rank hold DFCF as of Q2 2025.

  • Congress Wealth Management held 5,336 shares of Dimensional Core Fixed Income ETF worth $225K as of Q2 2025.
  • Congress Wealth Management bought 97 Dimensional Core Fixed Income ETF shares in Q2 2025, an estimated $4.04K.
  • Dimensional Core Fixed Income ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1127 holding.
  • Congress Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 3 quarters since.
  • 399 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.