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Kathleen S. Wright Associates’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Kathleen S. Wright Associates’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
Q3 		$564K Hold
13,199
– – 0.21% 70
2025
Q2 		$558K Hold
13,199
– – 0.22% 73
2025
Q1 		$555K Hold
13,199
– – 0.23% 71
2024
Q4 		$545K Buy
13,199
+4,119
+45% +$173K 0.23% 71
2024
Q3 		$392K Buy
9,080
+1,010
+13% +$43.1K 0.16% 86
2024
Q2 		$335K Buy
8,070
+3,270
+68% +$135K 0.15% 88
2024
Q1 		$201K Hold
4,800
– – 0.09% 106
2023
Q4 		$204K Sell
4,800
-2,800
-37% -$115K 0.1% 98
2023
Q3 		$307K Hold
7,600
– – 0.17% 86
2023
Q2 		$317K Buy
+7,600
New +$321K 0.2% 70

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
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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

Kathleen S. Wright Associates's DFCF Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Dimensional Core Fixed Income ETF (DFCF) position steady in Q3 2025 at 13,199 shares worth $564K. The position accounts for 0.21% of the portfolio, ranked #70.

Kathleen S. Wright Associates first reported a position in DFCF in Q2 2023 and has held it in 10 quarters since. 408 funds tracked by Wall St. Rank hold DFCF as of Q3 2025.

  • Kathleen S. Wright Associates held 13,199 shares of Dimensional Core Fixed Income ETF worth $564K as of Q3 2025.
  • Kathleen S. Wright Associates left its Dimensional Core Fixed Income ETF share count unchanged in Q3 2025.
  • Dimensional Core Fixed Income ETF made up 0.21% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #70 holding.
  • Kathleen S. Wright Associates first reported a position in Dimensional Core Fixed Income ETF in Q2 2023 and has held it in 10 quarters since.
  • 408 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.