MWP
DFCF icon

Meredith Wealth Planning’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Meredith Wealth 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 		$14.8M Buy
350,778
+49,394
+16% +$2.11M 4.01% 8
2025
Q4 		$12.8M Buy
301,384
+11,088
+4% +$475K 3.82% 9
2025
Q3 		$12.4M Buy
290,296
+24,243
+9% +$1.03M 3.93% 9
2025
Q2 		$11.2M Buy
266,053
+25,708
+11% +$1.07M 4.08% 9
2025
Q1 		$10.1M Buy
240,345
+8,941
+4% +$373K 4.46% 8
2024
Q4 		$9.55M Buy
231,404
+23,101
+11% +$973K 4.26% 8
2024
Q3 		$9M Buy
208,303
+18,466
+10% +$787K 4.29% 8
2024
Q2 		$7.89M Buy
189,837
+14,565
+8% +$603K 4.13% 9
2024
Q1 		$7.35M Buy
175,272
+24,277
+16% +$1.02M 4.1% 9
2023
Q4 		$6.4M Buy
150,995
+29,342
+24% +$1.2M 3.98% 9
2023
Q3 		$4.91M Buy
121,653
+10,464
+9% +$432K 3.65% 7
2023
Q2 		$4.64M Buy
111,189
+18,760
+20% +$792K 3.77% 6
2023
Q1 		$3.93M Buy
92,429
+21,880
+31% +$925K 3.16% 6
2022
Q4 		$2.93M Buy
+70,549
New +$2.92M 2.52% 7

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