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Heritage Wealth Management (Texas)’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Heritage Wealth Management (Texas)’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
2026
Q1 		$13.1M Buy
311,227
+9,947
+3% +$424K 5.62% 5
2025
Q4 		$12.8M Buy
301,280
+15,859
+6% +$679K 5.56% 5
2025
Q3 		$12.2M Buy
285,421
+19,055
+7% +$808K 5.38% 6
2025
Q2 		$11.3M Sell
266,366
-4,954
-2% -$207K 5.6% 6
2025
Q1 		$11.4M Buy
271,320
+10,512
+4% +$438K 6.61% 4
2024
Q4 		$10.8M Buy
260,808
+10,168
+4% +$428K 6.34% 6
2024
Q3 		$10.8M Buy
250,640
+31,126
+14% +$1.33M 6.28% 6
2024
Q2 		$9.12M Buy
219,514
+21,155
+11% +$877K 5.68% 6
2024
Q1 		$8.32M Buy
198,359
+14,171
+8% +$595K 5.4% 6
2023
Q4 		$7.81M Buy
+184,188
New +$7.53M 5.5% 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
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.06B AUM 37.26% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return