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MASECO Private Wealth’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

MASECO Private 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
2026
Q1 		– Sell
-2,575
Closed -$110K – 425
2025
Q4 		$110K Buy
+2,575
New +$110K ﹤0.01% 116

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

MASECO Private Wealth's DFCF Position: Q1 2026 in Review

MASECO Private Wealth sold out of Dimensional Core Fixed Income ETF (DFCF) in Q1 2026, closing a stake of 2,575 shares — an estimated $110K sold.

MASECO Private Wealth first reported a position in DFCF in Q4 2025 and held it in 1 quarter. The position peaked at $110K in Q4 2025. 484 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • MASECO Private Wealth reported no remaining Dimensional Core Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 2,575 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $110K.
  • MASECO Private Wealth first reported a position in Dimensional Core Fixed Income ETF in Q4 2025 and held it in 1 quarter.
  • MASECO Private Wealth's Dimensional Core Fixed Income ETF position peaked at $110K in Q4 2025.
  • 484 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.