OPS
DFCF icon

Orion Portfolio Solutions’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$3.44M Buy
81,821
+7,823
+11% +$326K 0.03% 476
2024
Q4 		$3.05M Buy
73,998
+15,880
+27% +$669K 0.03% 504
2024
Q3 		$2.51M Sell
58,118
-1,910
-3% -$81.4K 0.03% 576
2024
Q2 		$2.49M Buy
60,028
+11,829
+25% +$490K 0.03% 545
2024
Q1 		$2.02M Sell
48,199
-3,150
-6% -$132K 0.02% 655
2023
Q4 		$2.17M Sell
51,349
-79,846
-61% -$3.27M 0.03% 590
2023
Q3 		$5.3M Buy
131,195
+36,143
+38% +$1.49M 0.06% 282
2023
Q2 		$3.97M Buy
95,052
+37,481
+65% +$1.58M 0.04% 383
2023
Q1 		$2.45M Buy
57,571
+43,802
+318% +$1.85M 0.03% 516
2022
Q4 		$572K Buy
13,769
+637
+5% +$26.3K 0.02% 456
2022
Q3 		$538K Sell
13,132
-1,719
-12% -$74.6K 0.02% 404
2022
Q2 		$648K Buy
14,851
+122
+0.8% +$5.41K 0.03% 341
2022
Q1 		$683K Buy
14,729
+3,369
+30% +$162K 0.02% 346
2021
Q4 		$569K Buy
+11,360
New +$570K 0.02% 390

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Orion Portfolio Solutions's DFCF Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Dimensional Core Fixed Income ETF (DFCF) stake by 11% in Q1 2025, buying an estimated $326K and bringing the position to 81,821 shares worth $3.44M. The position accounts for 0.03% of the portfolio, ranked #476.

Orion Portfolio Solutions first reported a position in DFCF in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.3M in Q3 2023. 403 funds tracked by Wall St. Rank hold DFCF as of Q1 2025.

  • Orion Portfolio Solutions held 81,821 shares of Dimensional Core Fixed Income ETF worth $3.44M as of Q1 2025.
  • Orion Portfolio Solutions bought 7,823 Dimensional Core Fixed Income ETF shares in Q1 2025, an estimated $326K.
  • Dimensional Core Fixed Income ETF made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #476 holding.
  • Orion Portfolio Solutions first reported a position in Dimensional Core Fixed Income ETF in Q4 2021 and has held it in 14 quarters since.
  • Orion Portfolio Solutions's Dimensional Core Fixed Income ETF position peaked at $5.3M in Q3 2023.
  • 403 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.