MMPW
DFCF icon

Mitchell McLeod Pugh & Williams’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$3.14M Sell
74,293
-7,577
-9% -$323K 0.46% 46
2025
Q4 		$3.5M Buy
81,870
+3,019
+4% +$129K 0.5% 42
2025
Q3 		$3.41M Buy
78,851
+8,703
+12% +$369K 0.55% 36
2025
Q2 		$2.96M Buy
70,148
+33,137
+90% +$1.38M 0.55% 36
2025
Q1 		$1.56M Buy
37,011
+16,866
+84% +$703K 0.32% 69
2024
Q4 		$831K Buy
20,145
+10,075
+100% +$424K 0.17% 120
2024
Q3 		$435K Buy
10,070
+1,932
+24% +$82.4K 0.09% 186
2024
Q2 		$338K Buy
8,138
+2,271
+39% +$94.1K 0.08% 201
2024
Q1 		$246K Buy
5,867
+745
+15% +$31.3K 0.06% 235
2023
Q4 		$217K Buy
+5,122
New +$209K 0.06% 240

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