MSH Capital Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

MSH Capital Advisors’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	$698K	Sell	16,528 -1,783	-10%	-$76.1K	0.15%	139
2025 Q4	$779K	Sell	18,311 -261	-1%	-$11.2K	0.17%	139
2025 Q3	$794K	Buy	18,572 +130	+0.7%	+$5.51K	0.21%	118
2025 Q2	$779K	Sell	18,442 -921	-5%	-$38.4K	0.22%	112
2025 Q1	$814K	Sell	19,363 -6,757	-26%	-$282K	0.25%	103
2024 Q4	$1.08M	Sell	26,120 -26,277	-50%	-$1.11M	0.34%	78
2024 Q3	$2.26M	Buy	52,397 +2,878	+6%	+$123K	0.69%	42
2024 Q2	$2.06M	Buy	49,519 +2,636	+6%	+$109K	0.69%	46
2024 Q1	$1.97M	Buy	+46,883	New	+$1.97M	0.69%	46

Other funds holding DFCF

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

Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.06B AUM 37.26% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return