Grunden Financial Advisory’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Grunden Financial Advisory’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 Q4	$35.5M	Buy	834,031 +17,265	+2%	+$740K	13.87%	3
2025 Q3	$34.9M	Buy	816,766 +30,766	+4%	+$1.3M	14.2%	3
2025 Q2	$33.2M	Buy	786,000 +5,431	+0.7%	+$227K	14.67%	2
2025 Q1	$32.8M	Buy	780,569 +19,422	+3%	+$809K	15.95%	2
2024 Q4	$31.4M	Buy	761,147 +48,251	+7%	+$2.03M	15.17%	2
2024 Q3	$30.8M	Buy	712,896 +10,393	+1%	+$443K	15.12%	2
2024 Q2	$29.2M	Buy	702,503 +17,618	+3%	+$730K	15.24%	2
2024 Q1	$28.7M	Buy	684,885 +10,003	+1%	+$420K	15.28%	2
2023 Q4	$28.6M	Buy	+674,882	New	+$27.6M	16.08%	2

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

BHWM

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

GWWM

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

Grunden Financial Advisory's DFCF Position: Q4 2025 in Review

Grunden Financial Advisory increased its Dimensional Core Fixed Income ETF (DFCF) stake by 2.1% in Q4 2025, buying an estimated $740K and bringing the position to 834,031 shares worth $35.5M. The position accounts for 13.87% of the portfolio, ranked #3.

Grunden Financial Advisory first reported a position in DFCF in Q4 2023 and has held it in 9 quarters since. 463 funds tracked by Wall St. Rank hold DFCF as of Q4 2025.

Grunden Financial Advisory held 834,031 shares of Dimensional Core Fixed Income ETF worth $35.5M as of Q4 2025.
Grunden Financial Advisory bought 17,265 Dimensional Core Fixed Income ETF shares in Q4 2025, an estimated $740K.
Dimensional Core Fixed Income ETF made up 13.87% of Grunden Financial Advisory's portfolio in Q4 2025, its #3 holding.
Grunden Financial Advisory first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 9 quarters since.
463 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.