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Heritage Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Heritage Wealth Advisors’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
-26
Closed -$1.1K – 581
2025
Q1 		$1.1K Buy
+26
New +$1.08K ﹤0.01% 529

Other funds holding DFCF

TI
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 $8.89B AUM 25.87% 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
SC
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

Heritage Wealth Advisors's DFCF Position: Q2 2025 in Review

Heritage Wealth Advisors sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2025, closing a stake of 26 shares — an estimated $1.1K sold.

Heritage Wealth Advisors first reported a position in DFCF in Q1 2025 and held it in 1 quarter. The position peaked at $1.1K in Q1 2025. 399 funds tracked by Wall St. Rank hold DFCF as of Q2 2025.

  • Heritage Wealth Advisors reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 26 Dimensional Core Fixed Income ETF shares in Q2 2025, an estimated $1.1K.
  • Heritage Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q1 2025 and held it in 1 quarter.
  • Heritage Wealth Advisors's Dimensional Core Fixed Income ETF position peaked at $1.1K in Q1 2025.
  • 399 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2025.

Based on Heritage Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.