PWM
DFCF icon

Parkworth Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Parkworth Wealth Management’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
Q2 		$7.25M Buy
171,578
+4,215
+3% +$176K 5.24% 3
2025
Q1 		$7.04M Buy
167,363
+10,105
+6% +$421K 5.62% 3
2024
Q4 		$6.49M Buy
+157,258
New +$6.62M 5.4% 3

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Parkworth Wealth Management's DFCF Position: Q2 2025 in Review

Parkworth Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 2.5% in Q2 2025, buying an estimated $176K and bringing the position to 171,578 shares worth $7.25M. The position accounts for 5.24% of the portfolio, ranked #3.

Parkworth Wealth Management first reported a position in DFCF in Q4 2024 and has held it in 3 quarters since. 399 funds tracked by Wall St. Rank hold DFCF as of Q2 2025.

  • Parkworth Wealth Management held 171,578 shares of Dimensional Core Fixed Income ETF worth $7.25M as of Q2 2025.
  • Parkworth Wealth Management bought 4,215 Dimensional Core Fixed Income ETF shares in Q2 2025, an estimated $176K.
  • Dimensional Core Fixed Income ETF made up 5.24% of Parkworth Wealth Management's portfolio in Q2 2025, its #3 holding.
  • Parkworth Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 3 quarters since.
  • 399 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.