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Ethos Financial Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Ethos Financial Group’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 		– Sell
-7,088
Closed -$293K – 486
2025
Q1 		$293K Hold
7,088
– – 0.03% 322
2024
Q4 		$293K Buy
7,088
+54
+0.8% +$2.27K 0.04% 223
2024
Q3 		$304K Buy
7,034
+903
+15% +$38.5K 0.05% 199
2024
Q2 		$255K Buy
+6,131
New +$254K 0.04% 223

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 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 $1.62B AUM 8.33% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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 $20.7B AUM 19.76% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Ethos Financial Group's DFCF Position: Q2 2025 in Review

Ethos Financial Group sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2025, closing a stake of 7,088 shares — an estimated $293K sold.

Ethos Financial Group first reported a position in DFCF in Q2 2024 and held it in 4 quarters. The position peaked at $304K in Q3 2024. 399 funds tracked by Wall St. Rank hold DFCF as of Q2 2025.

  • Ethos Financial Group reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Ethos Financial Group sold 7,088 Dimensional Core Fixed Income ETF shares in Q2 2025, an estimated $293K.
  • Ethos Financial Group first reported a position in Dimensional Core Fixed Income ETF in Q2 2024 and held it in 4 quarters.
  • Ethos Financial Group's Dimensional Core Fixed Income ETF position peaked at $304K in Q3 2024.
  • 399 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2025.

Based on Ethos Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.