EP Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

EP Wealth Advisors’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	$14.4M	Buy	340,108 +334,050	+5,514%	+$14.3M	0.07%	175
2025 Q4	$258K	Buy	+6,058	New	+$260K	﹤0.01%	1224
2025 Q2	$143K	Sell	3,373 -223	-6%	-$9.3K	﹤0.01%	1328
2025 Q1	$151K	Buy	+3,596	New	+$150K	﹤0.01%	1187
2024 Q1	–	Sell	-2,848	Closed	-$121K	–	843
2023 Q4	$121K	Buy	+2,848	New	+$116K	﹤0.01%	770
2023 Q2	–	Sell	-1,083,013	Closed	-$48.2M	–	691
2023 Q1	$48.2M	Buy	+1,083,013	New	+$45.8M	0.83%	26

Other funds holding DFCF

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

Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.06B AUM 37.26% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return