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RFG Advisory’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

RFG Advisory’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
-11,611
Closed -$488K – 933
2025
Q1 		$488K Sell
11,611
-18,460
-61% -$769K 0.01% 576
2024
Q4 		$1.24M Sell
30,071
-11,681
-28% -$492K 0.04% 334
2024
Q3 		$1.8M Buy
41,752
+2,592
+7% +$110K 0.05% 268
2024
Q2 		$1.63M Buy
39,160
+2,290
+6% +$94.9K 0.05% 262
2024
Q1 		$1.55M Sell
36,870
-5,437
-13% -$228K 0.05% 272
2023
Q4 		$1.79M Buy
42,307
+35,730
+543% +$1.46M 0.07% 216
2023
Q3 		$266K Buy
+6,577
New +$271K 0.01% 537

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

RFG Advisory's DFCF Position: Q2 2025 in Review

RFG Advisory sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2025, closing a stake of 11,611 shares — an estimated $488K sold.

RFG Advisory first reported a position in DFCF in Q3 2023 and held it in 7 quarters. The position peaked at $1.8M in Q3 2024. 399 funds tracked by Wall St. Rank hold DFCF as of Q2 2025.

  • RFG Advisory reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • RFG Advisory sold 11,611 Dimensional Core Fixed Income ETF shares in Q2 2025, an estimated $488K.
  • RFG Advisory first reported a position in Dimensional Core Fixed Income ETF in Q3 2023 and held it in 7 quarters.
  • RFG Advisory's Dimensional Core Fixed Income ETF position peaked at $1.8M in Q3 2024.
  • 399 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2025.

Based on RFG Advisory's 13F filing for Q2 2025, filed 28 Jul 2025.