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Coppell Advisory Solutions’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Coppell Advisory Solutions’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
-2,993
Closed -$124K – 690
2024
Q4 		$124K Sell
2,993
-135
-4% -$5.68K 0.02% 377
2024
Q3 		$135K Sell
3,128
-264
-8% -$11.3K 0.02% 349
2024
Q2 		$141K Buy
+3,392
New +$141K 0.02% 323
2023
Q4 		$73.4K Buy
1,732
+1
+0.1% +$41 0.01% 413
2023
Q3 		$71.9K Sell
1,731
-587
-25% -$24.2K 0.02% 257
2023
Q2 		$96.4K Buy
+2,318
New +$97.8K 0.03% 272
2023
Q1 		– Sell
-1,731
Closed -$71.9K – 413
2022
Q4 		$71.9K Buy
+1,731
New +$71.6K 0.02% 260

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 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 $654M AUM 13.19% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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
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 $7.08B AUM 17.38% 1-Year Est. Return

Coppell Advisory Solutions's DFCF Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Dimensional Core Fixed Income ETF (DFCF) in Q1 2025, closing a stake of 2,993 shares — an estimated $124K sold.

Coppell Advisory Solutions first reported a position in DFCF in Q4 2022 and held it in 7 quarters. The position peaked at $141K in Q2 2024. 403 funds tracked by Wall St. Rank hold DFCF as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Dimensional Core Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,993 Dimensional Core Fixed Income ETF shares in Q1 2025, an estimated $124K.
  • Coppell Advisory Solutions first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Dimensional Core Fixed Income ETF position peaked at $141K in Q2 2024.
  • 403 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.