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

David Wealth Management’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
Q2 		$6.81M Buy
161,032
+6,015
+4% +$251K 5.07% 6
2025
Q1 		$6.52M Sell
155,017
-743
-0.5% -$31K 5.45% 6
2024
Q4 		$6.43M Buy
+155,760
New +$6.56M 5.31% 7

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

David Wealth Management's DFCF Position: Q2 2025 in Review

David Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 3.9% in Q2 2025, buying an estimated $251K and bringing the position to 161,032 shares worth $6.81M. The position accounts for 5.07% of the portfolio, ranked #6.

David Wealth Management first reported a position in DFCF in Q4 2024 and has held it in 3 quarters since. 399 funds tracked by Wall St. Rank hold DFCF as of Q2 2025.

  • David Wealth Management held 161,032 shares of Dimensional Core Fixed Income ETF worth $6.81M as of Q2 2025.
  • David Wealth Management bought 6,015 Dimensional Core Fixed Income ETF shares in Q2 2025, an estimated $251K.
  • Dimensional Core Fixed Income ETF made up 5.07% of David Wealth Management's portfolio in Q2 2025, its #6 holding.
  • David Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 3 quarters since.
  • 399 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.