DWM
DFCF icon

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

Drive 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
Q3 		– Sell
-6,387
Closed -$270K – 374
2025
Q2 		$270K Sell
6,387
-2,095
-25% -$87.4K 0.06% 251
2025
Q1 		$357K Sell
8,482
-125
-1% -$5.21K 0.08% 188
2024
Q4 		$355K Sell
8,607
-1,776
-17% -$74.8K 0.09% 183
2024
Q3 		$448K Sell
10,383
-195
-2% -$8.31K 0.12% 146
2024
Q2 		$439K Sell
10,578
-1,115
-10% -$46.2K 0.12% 149
2024
Q1 		$491K Sell
11,693
-2,378
-17% -$99.8K 0.14% 134
2023
Q4 		$597K Buy
+14,071
New +$576K 0.19% 105
2023
Q3 		– Sell
-25,683
Closed -$1.07M – 286
2023
Q2 		$1.07M Sell
25,683
-17,012
-40% -$718K 0.4% 57
2023
Q1 		$1.81M Buy
42,695
+90
+0.2% +$3.81K 0.76% 28
2022
Q4 		$1.77M Buy
42,605
+12,820
+43% +$530K 0.88% 20
2022
Q3 		$1.22M Buy
29,785
+20,856
+234% +$905K 1.16% 14
2022
Q2 		$389K Buy
+8,929
New +$396K 0.36% 81

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
AC
Annandale Capital Dallas, Texas $609M AUM 11.03% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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