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DFCF icon

Schubert & Co’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Schubert & Co’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
-12,790
Closed -$538K – 74
2025
Q1 		$538K Sell
12,790
-1,408
-10% -$58.7K 0.37% 29
2024
Q4 		$586K Buy
+14,198
New +$598K 0.39% 27

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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 $1.73B AUM 9.28% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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 $34.1B AUM 22.4% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Schubert & Co's DFCF Position: Q2 2025 in Review

Schubert & Co sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2025, closing a stake of 12,790 shares — an estimated $538K sold.

Schubert & Co first reported a position in DFCF in Q4 2024 and held it in 2 quarters. The position peaked at $586K in Q4 2024. 399 funds tracked by Wall St. Rank hold DFCF as of Q2 2025.

  • Schubert & Co reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Schubert & Co sold 12,790 Dimensional Core Fixed Income ETF shares in Q2 2025, an estimated $538K.
  • Schubert & Co first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and held it in 2 quarters.
  • Schubert & Co's Dimensional Core Fixed Income ETF position peaked at $586K in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2025.

Based on Schubert & Co's 13F filing for Q2 2025, filed 29 Jul 2025.