Creative Financial Designs’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Creative Financial Designs’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	$6.33K	Hold	150	–	–	﹤0.01%	1523
2025 Q4	$6.38K	Hold	150	–	–	﹤0.01%	1454
2025 Q3	$6.41K	Hold	150	–	–	﹤0.01%	1472
2025 Q2	$6.34K	Hold	150	–	–	﹤0.01%	1463
2025 Q1	$6.31K	Hold	150	–	–	﹤0.01%	1422
2024 Q4	$6.19K	Hold	150	–	–	﹤0.01%	1377
2024 Q3	$6.48K	Hold	150	–	–	﹤0.01%	1312
2024 Q2	$6.23K	Hold	150	–	–	﹤0.01%	1276
2024 Q1	$6.29K	Sell	150 -200	-57%	-$8.4K	﹤0.01%	1260
2023 Q4	$14.8K	Hold	350	–	–	﹤0.01%	984
2023 Q3	$14.1K	Sell	350 -153	-30%	-$6.31K	﹤0.01%	934
2023 Q2	$21K	Buy	503 +1	+0.2%	+$42	﹤0.01%	838
2023 Q1	$21.4K	Hold	502	–	–	﹤0.01%	795
2022 Q4	$20.8K	Buy	502 +1	+0.2%	+$41	﹤0.01%	758
2022 Q3	$20K	Buy	+501	New	+$21.7K	﹤0.01%	733

Other funds holding DFCF

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

Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Elser Financial Planning Indianapolis, Indiana $2.06B AUM 37.26% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return