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

Mutual 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	$457K	Buy	10,828 +1,340	+14%	+$57.2K	0.01%	921
2025 Q4	$404K	Buy	+9,488	New	+$406K	0.01%	974
2023 Q4	–	Sell	-5,148	Closed	-$208K	–	1021
2023 Q3	$208K	Hold	5,148	–	–	0.01%	909
2023 Q2	$215K	Sell	5,148 -1,073	-17%	-$45.3K	0.01%	924
2023 Q1	$264K	Buy	6,221 +706	+13%	+$29.9K	0.01%	819
2022 Q4	$229K	Hold	5,515	–	–	0.01%	826
2022 Q3	$226K	Hold	5,515	–	–	0.01%	792
2022 Q2	$241K	Buy	+5,515	New	+$244K	0.02%	742

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