Freedom Investment Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Freedom Investment 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 Q3	–	Sell	-8,035	Closed	-$340K	–	291
2025 Q2	$340K	Buy	8,035 +9	+0.1%	+$375	0.03%	554
2025 Q1	$338K	Buy	8,026 +309	+4%	+$12.9K	0.03%	549
2024 Q4	$318K	Buy	7,717 +7	+0.1%	+$295	0.03%	577
2024 Q3	$333K	Buy	7,710 +258	+3%	+$11K	0.03%	563
2024 Q2	$310K	Buy	7,452 +138	+2%	+$5.72K	0.03%	583
2024 Q1	$307K	Sell	7,314 -108	-1%	-$4.53K	0.02%	599
2023 Q4	$315K	Buy	+7,422	New	+$304K	0.03%	578

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FMI

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TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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

Freedom Investment Management's DFCF Position: Q3 2025 in Review

Freedom Investment Management sold out of Dimensional Core Fixed Income ETF (DFCF) in Q3 2025, closing a stake of 8,035 shares — an estimated $340K sold.

Freedom Investment Management first reported a position in DFCF in Q4 2023 and held it in 7 quarters. The position peaked at $340K in Q2 2025. 408 funds tracked by Wall St. Rank hold DFCF as of Q3 2025.

Freedom Investment Management reported no remaining Dimensional Core Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 8,035 Dimensional Core Fixed Income ETF shares in Q3 2025, an estimated $340K.
Freedom Investment Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and held it in 7 quarters.
Freedom Investment Management's Dimensional Core Fixed Income ETF position peaked at $340K in Q2 2025.
408 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.