CWG
DFCF icon

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

Crown Wealth Group’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
Q4 		– Sell
-7,976
Closed -$341K – 144
2025
Q3 		$341K Sell
7,976
-7
-0.1% -$297 0.1% 84
2025
Q2 		$337K Buy
7,983
+1,689
+27% +$70.4K 0.13% 75
2025
Q1 		$265K Sell
6,294
-69,312
-92% -$2.89M 0.14% 76
2024
Q4 		$3.12M Sell
75,606
-54,490
-42% -$2.29M 1.27% 19
2024
Q3 		$5.62M Buy
130,096
+70,553
+118% +$3.01M 2.44% 10
2024
Q2 		$2.47M Sell
59,543
-37,600
-39% -$1.56M 1.24% 19
2024
Q1 		$4.08M Buy
97,143
+6,838
+8% +$287K 2.1% 12
2023
Q4 		$3.83M Buy
90,305
+898
+1% +$36.7K 2.31% 12
2023
Q3 		$3.61M Buy
89,407
+9,017
+11% +$372K 2.71% 11
2023
Q2 		$3.35M Buy
80,390
+7,844
+11% +$331K 2.65% 11
2023
Q1 		$3.08M Buy
72,546
+24,894
+52% +$1.05M 2.58% 13
2022
Q4 		$1.98M Buy
+47,652
New +$1.97M 1.86% 13
2022
Q3 		– Sell
-156,061
Closed -$6.81M – 59
2022
Q2 		$6.81M Sell
156,061
-4,498
-3% -$199K 6.17% 4
2022
Q1 		$7.45M Buy
+160,559
New +$7.71M 5.19% 3

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Crown Wealth Group's DFCF Position: Q4 2025 in Review

Crown Wealth Group sold out of Dimensional Core Fixed Income ETF (DFCF) in Q4 2025, closing a stake of 7,976 shares — an estimated $341K sold.

Crown Wealth Group first reported a position in DFCF in Q1 2022 and held it in 14 quarters. The position peaked at $7.45M in Q1 2022. 461 funds tracked by Wall St. Rank hold DFCF as of Q4 2025.

  • Crown Wealth Group reported no remaining Dimensional Core Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Crown Wealth Group sold 7,976 Dimensional Core Fixed Income ETF shares in Q4 2025, an estimated $341K.
  • Crown Wealth Group first reported a position in Dimensional Core Fixed Income ETF in Q1 2022 and held it in 14 quarters.
  • Crown Wealth Group's Dimensional Core Fixed Income ETF position peaked at $7.45M in Q1 2022.
  • 461 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2025.

Based on Crown Wealth Group's 13F filing for Q4 2025, filed 28 Jan 2026.