MFC
DFCF icon

Morris Financial Concepts’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Morris Financial Concepts’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 		$1.87M Buy
44,293
+4,589
+12% +$196K 0.63% 29
2025
Q4 		$1.69M Buy
39,704
+1,207
+3% +$51.7K 0.59% 32
2025
Q3 		$1.65M Sell
38,497
-202
-0.5% -$8.57K 0.59% 28
2025
Q2 		$1.64M Sell
38,699
-954
-2% -$39.8K 0.65% 27
2025
Q1 		$1.67M Sell
39,653
-2,004
-5% -$83.5K 0.7% 27
2024
Q4 		$1.72M Sell
41,657
-3,082
-7% -$130K 0.74% 24
2024
Q3 		$1.93M Sell
44,739
-78
-0.2% -$3.33K 0.83% 19
2024
Q2 		$1.86M Buy
44,817
+1,729
+4% +$71.6K 0.89% 19
2024
Q1 		$1.81M Buy
43,088
+1,564
+4% +$65.7K 0.92% 18
2023
Q4 		$1.76M Sell
41,524
-15,644
-27% -$640K 1.01% 20
2023
Q3 		$2.31M Buy
57,168
+7,445
+15% +$307K 1.53% 15
2023
Q2 		$2.07M Buy
49,723
+6,686
+16% +$282K 1.34% 16
2023
Q1 		$1.83M Buy
43,037
+430
+1% +$18.2K 1.29% 17
2022
Q4 		$1.77M Buy
+42,607
New +$1.76M 1.43% 16

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