Forum Private Client Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Forum Private Client 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
2026 Q1	$755K	Buy	17,871 +3,706	+26%	+$158K	0.25%	40
2025 Q4	$603K	Buy	14,165 +79	+0.6%	+$3.38K	0.21%	45
2025 Q3	$602K	Buy	14,086 +2,814	+25%	+$119K	0.21%	46
2025 Q2	$476K	Buy	11,272 +1,548	+16%	+$64.6K	0.18%	51
2025 Q1	$409K	Buy	9,724 +1,669	+21%	+$69.6K	0.18%	51
2024 Q4	$332K	Buy	8,055 +362	+5%	+$15.2K	0.15%	58
2024 Q3	$332K	Buy	7,693 +51	+0.7%	+$2.17K	0.15%	58
2024 Q2	$317K	Buy	7,642 +101	+1%	+$4.18K	0.15%	58
2024 Q1	$316K	Buy	7,541 +33	+0.4%	+$1.39K	0.15%	59
2023 Q4	$318K	Buy	+7,508	New	+$307K	0.17%	58
2023 Q3	–	Sell	-7,476	Closed	-$312K	–	16
2023 Q2	$312K	Hold	7,476	–	–	0.18%	57
2023 Q1	$318K	Hold	7,476	–	–	0.2%	56
2022 Q4	$310K	Buy	+7,476	New	+$309K	0.21%	52

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