MCM
DFCF icon

MAI Capital Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

MAI Capital Management’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
-59
Closed -$2.45K – 3475
2024
Q4 		$2.45K Buy
+59
New +$2.48K ﹤0.01% 2983

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

MAI Capital Management's DFCF Position: Q1 2025 in Review

MAI Capital Management sold out of Dimensional Core Fixed Income ETF (DFCF) in Q1 2025, closing a stake of 59 shares — an estimated $2.45K sold.

MAI Capital Management first reported a position in DFCF in Q4 2024 and held it in 1 quarter. The position peaked at $2.45K in Q4 2024. 403 funds tracked by Wall St. Rank hold DFCF as of Q1 2025.

  • MAI Capital Management reported no remaining Dimensional Core Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • MAI Capital Management sold 59 Dimensional Core Fixed Income ETF shares in Q1 2025, an estimated $2.45K.
  • MAI Capital Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and held it in 1 quarter.
  • MAI Capital Management's Dimensional Core Fixed Income ETF position peaked at $2.45K in Q4 2024.
  • 403 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2025.

Based on MAI Capital Management's 13F filing for Q1 2025, filed 15 May 2025.