CMP
DFCF icon

Coston McIsaac & Partners’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Coston McIsaac & 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 		$9.52M Buy
225,368
+43,036
+24% +$1.84M 2.15% 10
2025
Q4 		$7.76M Buy
182,332
+66,069
+57% +$2.83M 1.8% 14
2025
Q3 		$4.97M Buy
116,263
+34,855
+43% +$1.48M 1.18% 30
2025
Q2 		$3.44M Buy
81,408
+13,154
+19% +$549K 0.89% 37
2025
Q1 		$2.87M Buy
68,254
+33,457
+96% +$1.39M 0.84% 38
2024
Q4 		$1.44M Buy
34,797
+29,083
+509% +$1.22M 0.43% 49
2024
Q3 		$246 Buy
5,714
+268
+5% +$11.4K 0.07% 110
2024
Q2 		$226K Sell
5,446
-4
-0.1% -$166 0.07% 110
2024
Q1 		$228K Buy
5,450
+4,560
+512% +$191K 0.07% 108
2023
Q4 		$37K Buy
+890
New +$36.4K 0.01% 307

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