HW
DFCF icon

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

HORAN Wealth’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 		– Sell
-7,603
Closed -$325K – 181
2025
Q3 		$325K Buy
+7,603
New +$322K 0.05% 152

Other funds holding DFCF

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

HORAN Wealth's DFCF Position: Q4 2025 in Review

HORAN Wealth sold out of Dimensional Core Fixed Income ETF (DFCF) in Q4 2025, closing a stake of 7,603 shares — an estimated $325K sold.

HORAN Wealth first reported a position in DFCF in Q3 2025 and held it in 1 quarter. The position peaked at $325K in Q3 2025. 463 funds tracked by Wall St. Rank hold DFCF as of Q4 2025.

  • HORAN Wealth reported no remaining Dimensional Core Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • HORAN Wealth sold 7,603 Dimensional Core Fixed Income ETF shares in Q4 2025, an estimated $325K.
  • HORAN Wealth first reported a position in Dimensional Core Fixed Income ETF in Q3 2025 and held it in 1 quarter.
  • HORAN Wealth's Dimensional Core Fixed Income ETF position peaked at $325K in Q3 2025.
  • 463 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q4 2025.

Based on HORAN Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.