Morgan Stanley
DFCF icon

Morgan Stanley’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Morgan Stanley’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 		$49K Sell
1,159
-946
-45% -$40.4K ﹤0.01% 6431
2025
Q4 		$89.6K Buy
2,105
+456
+28% +$19.5K ﹤0.01% 6248
2025
Q3 		$70.5K Buy
1,649
+369
+29% +$15.7K ﹤0.01% 6288
2025
Q2 		$54.1K Buy
1,280
+696
+119% +$29K ﹤0.01% 6334
2025
Q1 		$24.6K Sell
584
-2,242
-79% -$93.4K ﹤0.01% 6495
2024
Q4 		$117K Sell
2,826
-601
-18% -$25.3K ﹤0.01% 5996
2024
Q3 		$148K Buy
3,427
+1,719
+101% +$73.3K ﹤0.01% 5857
2024
Q2 		$71K Buy
1,708
+189
+12% +$7.83K ﹤0.01% 6076
2024
Q1 		$63.7K Sell
1,519
-3,371
-69% -$142K ﹤0.01% 6132
2023
Q4 		$207K Buy
4,890
+1,908
+64% +$78K ﹤0.01% 5933
2023
Q3 		$120K Buy
2,982
+997
+50% +$41.1K ﹤0.01% 5796
2023
Q2 		$82.8K Sell
1,985
-7,100
-78% -$300K ﹤0.01% 6023
2023
Q1 		$386K Buy
9,085
+8,846
+3,701% +$374K ﹤0.01% 5401
2022
Q4 		$9.92K Sell
239
-10,161
-98% -$420K ﹤0.01% 6938
2022
Q3 		$426K Buy
+10,400
New +$451K ﹤0.01% 5342

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