JSW
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Journey Strategic Wealth’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Journey Strategic 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
Q1 		– Sell
-5,190
Closed -$214K – 511
2024
Q4 		$214K Sell
5,190
-4,538
-47% -$191K 0.01% 449
2024
Q3 		$420K Buy
+9,728
New +$415K 0.02% 254

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
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Journey Strategic Wealth's DFCF Position: Q1 2025 in Review

Journey Strategic Wealth sold out of Dimensional Core Fixed Income ETF (DFCF) in Q1 2025, closing a stake of 5,190 shares — an estimated $214K sold.

Journey Strategic Wealth first reported a position in DFCF in Q3 2024 and held it in 2 quarters. The position peaked at $420K in Q3 2024. 403 funds tracked by Wall St. Rank hold DFCF as of Q1 2025.

  • Journey Strategic Wealth reported no remaining Dimensional Core Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 5,190 Dimensional Core Fixed Income ETF shares in Q1 2025, an estimated $214K.
  • Journey Strategic Wealth first reported a position in Dimensional Core Fixed Income ETF in Q3 2024 and held it in 2 quarters.
  • Journey Strategic Wealth's Dimensional Core Fixed Income ETF position peaked at $420K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2025.

Based on Journey Strategic Wealth's 13F filing for Q1 2025, filed 6 May 2025.