PF
DFCF icon

Penney Financial’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Penney Financial’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 		– Sell
-14,830
Closed -$624K – 44
2025
Q1 		$624K Buy
14,830
+325
+2% +$13.5K 0.41% 22
2024
Q4 		$599K Buy
14,505
+1,675
+13% +$70.5K 0.4% 22
2024
Q3 		$554K Buy
12,830
+1,615
+14% +$68.8K 0.38% 21
2024
Q2 		$466K Buy
11,215
+660
+6% +$27.3K 0.34% 22
2024
Q1 		$443K Buy
10,555
+1,985
+23% +$83.3K 0.33% 23
2023
Q4 		$363K Buy
+8,570
New +$351K 0.3% 25

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 $8.89B AUM 25.87% 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

Penney Financial's DFCF Position: Q2 2025 in Review

Penney Financial sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2025, closing a stake of 14,830 shares — an estimated $624K sold.

Penney Financial first reported a position in DFCF in Q4 2023 and held it in 6 quarters. The position peaked at $624K in Q1 2025. 399 funds tracked by Wall St. Rank hold DFCF as of Q2 2025.

  • Penney Financial reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Penney Financial sold 14,830 Dimensional Core Fixed Income ETF shares in Q2 2025, an estimated $624K.
  • Penney Financial first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and held it in 6 quarters.
  • Penney Financial's Dimensional Core Fixed Income ETF position peaked at $624K in Q1 2025.
  • 399 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2025.

Based on Penney Financial's 13F filing for Q2 2025, filed 23 Jul 2025.