HA
DFCF icon

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

Herold 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
2026
Q1 		$7.35M Buy
173,993
+16,932
+11% +$722K 1.61% 12
2025
Q4 		$6.68M Buy
157,061
+4,710
+3% +$202K 1.49% 15
2025
Q3 		$6.51M Buy
152,351
+23,262
+18% +$987K 1.51% 14
2025
Q2 		$5.46M Sell
129,089
-21,625
-14% -$902K 1.14% 20
2025
Q1 		$6.34M Buy
150,714
+15,163
+11% +$632K 1.39% 15
2024
Q4 		$5.59M Buy
135,551
+13,578
+11% +$572K 1.22% 18
2024
Q3 		$5.27M Buy
121,973
+9,157
+8% +$390K 1.14% 19
2024
Q2 		$4.69M Buy
112,816
+35,639
+46% +$1.48M 1.08% 19
2024
Q1 		$3.24M Buy
77,177
+67,066
+663% +$2.82M 0.78% 32
2023
Q4 		$429K Buy
+10,111
New +$414K 0.12% 175

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