Forza Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Forza Wealth 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
2025 Q2	–	Sell	-45,450	Closed	-$1.91M	–	189
2025 Q1	$1.91M	Hold	45,450	–	–	0.86%	32
2024 Q4	$1.88M	Buy	45,450 +2,500	+6%	+$105K	0.85%	32
2024 Q3	$1.86M	Hold	42,950	–	–	0.85%	36
2024 Q2	$1.78M	Hold	42,950	–	–	0.92%	33
2024 Q1	$1.8M	Hold	42,950	–	–	0.94%	29
2023 Q4	$1.82M	Buy	+42,950	New	+$1.76M	1%	23

Other funds holding DFCF

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 $10.6B AUM 34.1% 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

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

Forza Wealth Management's DFCF Position: Q2 2025 in Review

Forza Wealth Management sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2025, closing a stake of 45,450 shares — an estimated $1.91M sold.

Forza Wealth Management first reported a position in DFCF in Q4 2023 and held it in 6 quarters. The position peaked at $1.91M in Q1 2025. 399 funds tracked by Wall St. Rank hold DFCF as of Q2 2025.

Forza Wealth Management reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
Forza Wealth Management sold 45,450 Dimensional Core Fixed Income ETF shares in Q2 2025, an estimated $1.91M.
Forza Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and held it in 6 quarters.
Forza Wealth Management's Dimensional Core Fixed Income ETF position peaked at $1.91M in Q1 2025.
399 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2025.

Based on Forza Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.