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 $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 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 $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

Drive Wealth Management's DFCF Position: Q3 2025 in Review

Drive Wealth Management sold out of Dimensional Core Fixed Income ETF (DFCF) in Q3 2025, closing a stake of 6,387 shares — an estimated $270K sold.

Drive Wealth Management first reported a position in DFCF in Q2 2022 and held it in 12 quarters. The position peaked at $1.81M in Q1 2023. 409 funds tracked by Wall St. Rank hold DFCF as of Q3 2025.

  • Drive Wealth Management reported no remaining Dimensional Core Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Drive Wealth Management sold 6,387 Dimensional Core Fixed Income ETF shares in Q3 2025, an estimated $270K.
  • Drive Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and held it in 12 quarters.
  • Drive Wealth Management's Dimensional Core Fixed Income ETF position peaked at $1.81M in Q1 2023.
  • 409 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2025.

Based on Drive Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.