Envestnet Portfolio Solutions
DFCF icon

Envestnet Portfolio Solutions’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Envestnet Portfolio Solutions’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 		$1.29M Sell
30,651
-2,130
-6% -$90.9K 0.01% 559
2025
Q4 		$1.4M Buy
32,781
+89
+0.3% +$3.81K ﹤0.01% 649
2025
Q3 		$1.4M Sell
32,692
-1,349
-4% -$57.2K 0.01% 630
2025
Q2 		$1.44M Sell
34,041
-4,167
-11% -$174K 0.01% 667
2025
Q1 		$1.61M Buy
38,208
+920
+2% +$38.3K 0.01% 654
2024
Q4 		$1.54M Buy
37,288
+499
+1% +$21K 0.01% 763
2024
Q3 		$1.59M Sell
36,789
-318
-0.9% -$13.6K 0.01% 745
2024
Q2 		$1.54M Buy
37,107
+21,614
+140% +$896K 0.01% 723
2024
Q1 		$650K Buy
15,493
+589
+4% +$24.7K ﹤0.01% 1008
2023
Q4 		$632K Buy
14,904
+1,481
+11% +$60.6K ﹤0.01% 950
2023
Q3 		$542K Buy
+13,423
New +$554K ﹤0.01% 953

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