SC&H Financial Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

SC&H Financial Advisors’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	$9.61M	Buy	227,577 +29,856	+15%	+$1.27M	1.45%	17
2025 Q4	$8.42M	Buy	197,721 +70,893	+56%	+$3.04M	1.3%	17
2025 Q3	$5.42M	Buy	126,828 +18,177	+17%	+$771K	0.88%	20
2025 Q2	$4.59M	Buy	108,651 +5,513	+5%	+$230K	0.78%	21
2025 Q1	$4.34M	Buy	103,138 +11,238	+12%	+$468K	0.85%	21
2024 Q4	$3.79M	Buy	91,900 +20,337	+28%	+$856K	0.78%	23
2024 Q3	$3.09M	Buy	71,563 +18,583	+35%	+$792K	0.68%	24
2024 Q2	$2.2M	Buy	52,980 +1,749	+3%	+$72.5K	0.54%	31
2024 Q1	$2.15M	Buy	51,231 +5,784	+13%	+$243K	0.56%	30
2023 Q4	$1.93M	Buy	45,447 +13,417	+42%	+$549K	0.56%	31
2023 Q3	$1.29M	Buy	32,030 +7,558	+31%	+$312K	0.43%	37
2023 Q2	$1.02M	Buy	24,472 +15,834	+183%	+$668K	0.34%	55
2023 Q1	$367K	Sell	8,638 -6,284	-42%	-$266K	0.13%	103
2022 Q4	$620K	Sell	14,922 -5,727	-28%	-$237K	0.26%	76
2022 Q3	$845K	Buy	20,649 +5,680	+38%	+$247K	0.42%	50
2022 Q2	$653K	Buy	+14,969	New	+$664K	0.3%	67

Other funds holding DFCF

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

Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.06B AUM 37.26% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return