HWM
DFCF icon

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

Hemington 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
Q3 		$114M Buy
2,664,224
+212,244
+9% +$9M 14.81% 1
2025
Q2 		$104M Buy
2,451,980
+79,515
+3% +$3.32M 15% 1
2025
Q1 		$99.8M Buy
2,372,465
+1,569,666
+196% +$65.4M 15.48% 1
2024
Q4 		$33.1M Buy
802,799
+116,667
+17% +$4.91M 8.33% 3
2024
Q3 		$28.8M Buy
686,132
+182,275
+36% +$7.77M 7.75% 3
2024
Q2 		$20.9M Buy
503,857
+62,846
+14% +$2.6M 7.06% 3
2024
Q1 		$18.5M Buy
441,011
+46,808
+12% +$1.97M 6.7% 4
2023
Q4 		$16.7M Buy
+394,203
New +$16.1M 6.45% 5

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
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
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
SC
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
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Hemington Wealth Management's DFCF Position: Q3 2025 in Review

Hemington Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 8.7% in Q3 2025, buying an estimated $9M and bringing the position to 2,664,224 shares worth $114M. The position accounts for 14.81% of the portfolio, ranked #1.

Hemington Wealth Management first reported a position in DFCF in Q4 2023 and has held it in 8 quarters since. 408 funds tracked by Wall St. Rank hold DFCF as of Q3 2025.

  • Hemington Wealth Management held 2,664,224 shares of Dimensional Core Fixed Income ETF worth $114M as of Q3 2025.
  • Hemington Wealth Management bought 212,244 Dimensional Core Fixed Income ETF shares in Q3 2025, an estimated $9M.
  • Dimensional Core Fixed Income ETF made up 14.81% of Hemington Wealth Management's portfolio in Q3 2025, its #1 holding.
  • Hemington Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 8 quarters since.
  • 408 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.