Copperleaf Capital’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Copperleaf Capital’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 Q3	$1.27M	Sell	29,608 -2,696	-8%	-$114K	0.61%	42
2025 Q2	$1.37M	Buy	32,304 +5,292	+20%	+$221K	0.69%	40
2025 Q1	$1.14M	Sell	27,012 -1,331	-5%	-$55.5K	0.68%	41
2024 Q4	$1.17M	Buy	28,343 +6,959	+33%	+$293K	0.74%	37
2024 Q3	$924K	Buy	21,384 +4,941	+30%	+$211K	0.71%	45
2024 Q2	$683K	Buy	16,443 +236	+1%	+$9.78K	0.55%	53
2024 Q1	$680K	Sell	16,207 -18,834	-54%	-$791K	0.59%	52
2023 Q4	$1.49M	Sell	35,041 -9,345	-21%	-$382K	1.51%	21
2023 Q3	$1.79M	Buy	44,386 +17,130	+63%	+$706K	1.94%	15
2023 Q2	$1.14M	Buy	27,256 +20,799	+322%	+$878K	1.07%	30
2023 Q1	$274K	Buy	+6,457	New	+$273K	0.27%	61

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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

Copperleaf Capital's DFCF Position: Q3 2025 in Review

Copperleaf Capital reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 8.3% in Q3 2025, selling an estimated $114K and leaving 29,608 shares worth $1.27M. The position accounts for 0.61% of the portfolio, ranked #42.

Copperleaf Capital first reported a position in DFCF in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.79M in Q3 2023. 408 funds tracked by Wall St. Rank hold DFCF as of Q3 2025.

Copperleaf Capital held 29,608 shares of Dimensional Core Fixed Income ETF worth $1.27M as of Q3 2025.
Copperleaf Capital sold 2,696 Dimensional Core Fixed Income ETF shares in Q3 2025, an estimated $114K.
Dimensional Core Fixed Income ETF made up 0.61% of Copperleaf Capital's portfolio in Q3 2025, its #42 holding.
Copperleaf Capital first reported a position in Dimensional Core Fixed Income ETF in Q1 2023 and has held it in 11 quarters since.
Copperleaf Capital's Dimensional Core Fixed Income ETF position peaked at $1.79M in Q3 2023.
408 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.