RFP
DFCF icon

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

RCS Financial Planning’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 		$17.4M Buy
412,228
+8,869
+2% +$378K 9.03% 2
2025
Q4 		$17.2M Buy
403,359
+1,166
+0.3% +$49.9K 7.4% 2
2025
Q3 		$17.2M Buy
402,193
+2,937
+0.7% +$125K 7.62% 2
2025
Q2 		$16.9M Sell
399,256
-17,990
-4% -$750K 8.39% 2
2025
Q1 		$17.5M Buy
417,246
+10,764
+3% +$449K 9.26% 2
2024
Q4 		$16.8M Sell
406,482
-246,875
-38% -$10.4M 8.93% 2
2024
Q3 		$28.2M Buy
653,357
+36,931
+6% +$1.57M 15.67% 1
2024
Q2 		$25.6M Buy
616,426
+150,999
+32% +$6.26M 15.1% 1
2024
Q1 		$19.5M Sell
465,427
-76,454
-14% -$3.21M 12.02% 1
2023
Q4 		$23M Buy
541,881
+68,770
+15% +$2.81M 15.03% 1
2023
Q3 		$19.1M Buy
473,111
+92,447
+24% +$3.81M 14.59% 1
2023
Q2 		$15.9M Buy
380,664
+20,825
+6% +$879K 13.11% 2
2023
Q1 		$15.3M Buy
359,839
+1,545
+0.4% +$65.3K 13.57% 2
2022
Q4 		$14.9M Buy
+358,294
New +$14.8M 14.45% 1

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
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.06B AUM 37.26% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return