FFM
DFCF icon

Forum Financial Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Forum Financial 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
2026
Q1 		$5.3M Sell
125,416
-21,617
-15% -$922K 0.07% 46
2025
Q4 		$6.26M Sell
147,033
-39,318
-21% -$1.68M 0.08% 55
2025
Q3 		$7.97M Buy
186,351
+144,413
+344% +$6.13M 0.11% 43
2025
Q2 		$1.77M Sell
41,938
-479
-1% -$20K 0.03% 138
2025
Q1 		$1.78M Sell
42,417
-6,445
-13% -$269K 0.03% 132
2024
Q4 		$2.02M Sell
48,862
-179
-0.4% -$7.54K 0.03% 119
2024
Q3 		$2.12M Sell
49,041
-29
-0.1% -$1.24K 0.04% 99
2024
Q2 		$2.04M Sell
49,070
-325,899
-87% -$13.5M 0.04% 100
2024
Q1 		$15.7M Sell
374,969
-43,636
-10% -$1.83M 0.27% 28
2023
Q4 		$17.7M Sell
418,605
-65,335
-14% -$2.67M 0.33% 21
2023
Q3 		$19.5M Sell
483,940
-19,520
-4% -$805K 0.43% 18
2023
Q2 		$21M Sell
503,460
-33,959
-6% -$1.43M 0.47% 18
2023
Q1 		$22.8M Buy
537,419
+2,529
+0.5% +$107K 0.66% 18
2022
Q4 		$22.2M Buy
534,890
+303,762
+131% +$12.6M 0.73% 18
2022
Q3 		$9.46M Buy
231,128
+52,128
+29% +$2.26M 0.46% 19
2022
Q2 		$7.81M Buy
179,000
+78,294
+78% +$3.47M 0.39% 15
2022
Q1 		$4.67M Buy
100,706
+75,759
+304% +$3.64M 0.23% 29
2021
Q4 		$1.25M Buy
+24,947
New +$1.25M 0.06% 98

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