Factory Mutual Insurance’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Factory Mutual Insurance’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	$192M	Hold	4,538,370	–	–	2.16%	8
2025 Q4	$193M	Hold	4,538,370	–	–	1.96%	9
2025 Q3	$194M	Buy	4,538,370 +1,744,600	+62%	+$74M	1.89%	12
2025 Q2	$118M	Hold	2,793,770	–	–	1.29%	17
2025 Q1	$118M	Buy	2,793,770 +1,182,000	+73%	+$49.3M	1.36%	15
2024 Q4	$66.5M	Hold	1,611,770	–	–	0.72%	29
2024 Q3	$69.6M	Buy	+1,611,770	New	+$68.7M	0.72%	29

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Prudential Financial

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Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM

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

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return