LEFP
DFCF icon

Leading Edge Financial Planning’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Leading Edge Financial Planning’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 		$26.9M Buy
636,067
+33,336
+6% +$1.42M 5.65% 9
2025
Q4 		$25.7M Buy
602,731
+58,901
+11% +$2.52M 5.85% 8
2025
Q3 		$23.3M Buy
543,830
+45,812
+9% +$1.94M 5.84% 8
2025
Q2 		$21M Buy
498,018
+25,882
+5% +$1.08M 5.85% 8
2025
Q1 		$19.9M Buy
472,136
+21,455
+5% +$894K 6.2% 7
2024
Q4 		$18.6M Buy
450,681
+405,202
+891% +$17.1M 6.1% 7
2024
Q3 		$1.96M Buy
45,479
+7,763
+21% +$331K 0.66% 17
2024
Q2 		$1.57M Buy
37,716
+21,003
+126% +$870K 0.63% 18
2024
Q1 		$701K Buy
16,713
+1,300
+8% +$54.6K 0.31% 27
2023
Q4 		$654K Sell
15,413
-1,780
-10% -$72.8K 0.34% 27
2023
Q3 		$694K Sell
17,193
-816
-5% -$33.6K 0.44% 32
2023
Q2 		$752K Sell
18,009
-1,747
-9% -$73.7K 0.49% 29
2023
Q1 		$840K Sell
19,756
-1,685
-8% -$71.2K 0.61% 27
2022
Q4 		$890K Buy
+21,441
New +$887K 0.77% 23

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