MWM
DFCF icon

Modera Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Modera Wealth 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
2026
Q1 		$8.62M Sell
204,083
-3,626
-2% -$155K 0.1% 137
2025
Q4 		$8.84M Sell
207,709
-17,888
-8% -$766K 0.1% 135
2025
Q3 		$9.65M Sell
225,597
-11,097
-5% -$471K 0.11% 128
2025
Q2 		$10M Sell
236,694
-502
-0.2% -$20.9K 0.12% 126
2025
Q1 		$9.98M Buy
237,196
+15,926
+7% +$664K 0.14% 122
2024
Q4 		$9.13M Buy
221,270
+206,069
+1,356% +$8.68M 0.11% 126
2024
Q3 		$657K Sell
15,201
-1,058
-7% -$45.1K 0.01% 365
2024
Q2 		$675K Hold
16,259
– – 0.01% 345
2024
Q1 		$682K Buy
16,259
+182
+1% +$7.64K 0.01% 357
2023
Q4 		$682K Buy
16,077
+256
+2% +$10.5K 0.01% 335
2023
Q3 		$639K Hold
15,821
– – 0.01% 330
2023
Q2 		$660K Sell
15,821
-1,456
-8% -$61.5K 0.01% 346
2023
Q1 		$734K Buy
17,277
+3,242
+23% +$137K 0.03% 177
2022
Q4 		$583K Buy
+14,035
New +$580K 0.02% 194

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