PWM
DFCF icon

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

PBMares 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
Q3 		$48.2M Buy
1,126,525
+213,646
+23% +$9.06M 7.81% 2
2025
Q2 		$38.6M Buy
912,879
+44,299
+5% +$1.85M 7.06% 3
2025
Q1 		$36.5M Buy
868,580
+255,203
+42% +$10.6M 7.31% 2
2024
Q4 		$25.3M Buy
613,377
+131,880
+27% +$5.55M 5.17% 4
2024
Q3 		$20.8M Buy
481,497
+95,830
+25% +$4.09M 4.34% 6
2024
Q2 		$16M Buy
385,667
+131,420
+52% +$5.45M 3.93% 5
2024
Q1 		$10.7M Buy
254,247
+82,760
+48% +$3.47M 2.78% 10
2023
Q4 		$7.27M Buy
171,487
+42,799
+33% +$1.75M 2.18% 14
2023
Q3 		$5.2M Buy
128,688
+25,848
+25% +$1.07M 1.87% 13
2023
Q2 		$4.29M Buy
102,840
+15,279
+17% +$645K 1.53% 17
2023
Q1 		$3.72M Buy
87,561
+18,719
+27% +$791K 1.38% 16
2022
Q4 		$2.86M Sell
68,842
-25,333
-27% -$1.05M 1.16% 18
2022
Q3 		$3.86M Buy
94,175
+13,831
+17% +$600K 1.68% 13
2022
Q2 		$3.5M Buy
+80,344
New +$3.56M 1.5% 14

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
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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

PBMares Wealth Management's DFCF Position: Q3 2025 in Review

PBMares Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 23% in Q3 2025, buying an estimated $9.06M and bringing the position to 1,126,525 shares worth $48.2M. The position accounts for 7.81% of the portfolio, ranked #2.

PBMares Wealth Management first reported a position in DFCF in Q2 2022 and has held it in 14 quarters since. 408 funds tracked by Wall St. Rank hold DFCF as of Q3 2025.

  • PBMares Wealth Management held 1,126,525 shares of Dimensional Core Fixed Income ETF worth $48.2M as of Q3 2025.
  • PBMares Wealth Management bought 213,646 Dimensional Core Fixed Income ETF shares in Q3 2025, an estimated $9.06M.
  • Dimensional Core Fixed Income ETF made up 7.81% of PBMares Wealth Management's portfolio in Q3 2025, its #2 holding.
  • PBMares Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q2 2022 and has held it in 14 quarters since.
  • 408 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.