LPL Financial
DFCF icon

LPL Financial’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

LPL Financial’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 		$47.2M Buy
1,117,650
+28,018
+3% +$1.2M 0.01% 951
2025
Q4 		$46.4M Sell
1,089,632
-4,581
-0.4% -$196K 0.01% 909
2025
Q3 		$46.8M Buy
1,094,213
+84
+0% +$3.56K 0.01% 887
2025
Q2 		$46.2M Buy
1,094,129
+3,686
+0.3% +$154K 0.02% 799
2025
Q1 		$45.9M Sell
1,090,443
-167,061
-13% -$6.96M 0.02% 717
2024
Q4 		$51.9M Buy
1,257,504
+19,657
+2% +$828K 0.02% 635
2024
Q3 		$53.5M Buy
1,237,847
+367,833
+42% +$15.7M 0.02% 585
2024
Q2 		$36.1M Buy
870,014
+20,947
+2% +$868K 0.02% 695
2024
Q1 		$35.6M Buy
849,067
+451,718
+114% +$19M 0.02% 675
2023
Q4 		$16.8M Buy
397,349
+56,841
+17% +$2.32M 0.01% 961
2023
Q3 		$13.7M Buy
340,508
+16,200
+5% +$668K 0.01% 978
2023
Q2 		$13.5M Buy
324,308
+88,034
+37% +$3.72M 0.01% 970
2023
Q1 		$10M Buy
236,274
+56,740
+32% +$2.4M 0.01% 1081
2022
Q4 		$7.45M Buy
179,534
+159,782
+809% +$6.61M 0.01% 1221
2022
Q3 		$809K Buy
19,752
+11,272
+133% +$489K ﹤0.01% 2705
2022
Q2 		$370K Buy
+8,480
New +$376K ﹤0.01% 3452

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