CW
DFCF icon

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

CreativeOne Wealth’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 		$5.99M Sell
141,839
-12,461
-8% -$532K 0.14% 135
2025
Q4 		$6.57M Buy
154,300
+2,618
+2% +$112K 0.16% 114
2025
Q3 		$6.49M Buy
151,682
+8,176
+6% +$347K 0.16% 115
2025
Q2 		$6.06M Buy
143,506
+8,485
+6% +$354K 0.16% 125
2025
Q1 		$5.68M Buy
135,021
+12,406
+10% +$517K 0.17% 124
2024
Q4 		$5.06M Buy
122,615
+31,758
+35% +$1.34M 0.16% 128
2024
Q3 		$3.92M Buy
90,857
+84,606
+1,353% +$3.61M 0.13% 141
2024
Q2 		$260K Sell
6,251
-3,469
-36% -$144K 0.01% 654
2024
Q1 		$408K Buy
+9,720
New +$408K 0.02% 634
2023
Q3 		– Sell
-8,587
Closed -$358K – 641
2023
Q2 		$358K Buy
+8,587
New +$362K 0.02% 592

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